Adhesion Wealth
Curated by SignalPortfolio management platform enhancing investment strategies for wealth managers.
Overview
Adhesion Wealth is a portfolio management platform aimed at wealth managers. It incorporates technology to support investment strategies and client outcomes. The platform employs artificial intelligence and machine learning for market data analysis, risk assessment, and investment opportunity identification, facilitating portfolio customization based on client profiles. The primary audience for Adhesion Wealth includes Registered Investment Advisors (RIAs). The platform offers services such as multi-custodial management and direct index investing. It aims to enhance investment operations and practice efficiencies, allowing advisors to concentrate on client relationships while maintaining compliance and performance through real-time analytics and customized support.
Key facts
- Founded
- 1999
- Headquarters
- Charlotte, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 9 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Phone
- Sign up to view
