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About Adhesionwealth Com
What is Adhesion Wealth?
Adhesion Wealth is an advisor-driven unified managed account (UMA) platform that provides outsourced trading, rebalancing, and tax management for registered investment advisors (RIAs). It helps firms personalize portfolios, streamline operations, and grow without sacrificing oversight.How it works
Adhesion Wealth integrates with custodians and reporting partners you already use, lets you maintain control of manager selection, portfolio construction, and trading parameters, while they handle the operational heavy lifting. Access models from over 300 asset managers, or build your own UMA portfolios.Who it is for
Adhesion Wealth is built for RIAs seeking independence, advisors changing platforms, RIAs re-thinking outsourcing, and asset managers looking to expand distribution. It is not designed for individual investors or do-it-yourself traders.Real use cases
Use Adhesion Wealth to scale your RIA without adding staff, to smoothly transition from another platform, to outsource trading and rebalancing, or to offer tax management services to clients. The platform is powered by AssetMark, ensuring ongoing investment and innovation.Key features
- Outsourced trading — Let Adhesion manage trading, rebalancing, and tax management so your team can focus on clients.
- Open architecture — Access models from over 300 asset managers and build custom UMA portfolios.
- Advisor control — Maintain control of manager selection, portfolio construction, and trading parameters.
- Integration flexibility — Integrates with custodians and reporting partners you already use.
- Live support — Responsive account servicing with live support available from 8am–8pm EST.
- Scale effectively — Grow your firm without adding staff, thanks to operational support.
- Tax Management Services — Fully automated tax management services to help advisors deliver more for clients.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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Adhesionwealth Com Pricing
Adhesionwealth Com pricing: Custom pricing.
For comparison: the median starting price in Finance & Accounting is $19/month, measured across 129 tools we track. See the full SaaS Pricing Index →
Custom Pricing
Adhesion Wealth does not publicly disclose pricing. Contact their team for a customized quote based on your firm's needs. They offer a demo to discuss your requirements and pricing.
No free trial or free plan is mentioned; request a demo to see how it works.
Frequently asked questions
How much does Adhesion Wealth cost?
Adhesion Wealth does not publicly list its pricing. You need to request a demo or contact their team for a customized quote based on your firm's assets and services.
Is Adhesion Wealth free to use?
No, Adhesion Wealth is a professional platform for RIAs and is not free. There is no mention of a free plan or free trial.
Who is Adhesion Wealth best for?
Adhesion Wealth is best for RIAs that want to outsource trading, rebalancing, and operations while keeping control of investment decisions. It is also useful for advisors changing platforms or re-thinking outsourcing.
What are the top alternatives to Adhesion Wealth?
Alternatives include other unified managed account platforms like AssetMark (which powers Adhesion), SEI, Envestnet, and Orion. But Adhesion offers a specific advisor-driven approach with outsourced trading.
Does Adhesion Wealth handle tax management?
Yes, Adhesion Wealth offers Tax Management Services (TMS) that are fully automated, helping advisors deliver more for clients.
