Adhesion Wealth™ enables advisors to easily provide separately managed account (SMA) and unified managed account (UMA) portfolios to investors. The Adhesion Wealth™ UMA/SMA chassis empowers advisors to bring highly-scalable, flexible, and customized wealth management solutions designed to enable them to deliver better investor outcomes.
Adhesion Wealth™ is a wholly-owned subsidiary of Vestmark, Inc.
Since 1999, Adhesion Wealth™ has been an industry leader in providing sophisticated, customized investment solutions, integrated with practice management tools and outsourced back and middle office, to wealth advisory firms. We provide solutions optimized for your business and your clients and your clients remain your clients.