List of AssetMark Adhesion Wealth Cash Management Customers
Concord, 94520, CA,
United States
Since 2010, our global team of researchers has been studying AssetMark Adhesion Wealth Cash Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased AssetMark Adhesion Wealth Cash Management for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using AssetMark Adhesion Wealth Cash Management for Portfolio and Investment Management include: Sterling Capital Management, a Guardian Capital Group Company, a United States based Banking and Financial Services organisation with 181 employees and revenues of $120.0 million, GCC Family Wealth Management, a United States based Banking and Financial Services organisation with 25 employees and revenues of $5.0 million and many others.
Contact us if you need a completed and verified list of companies using AssetMark Adhesion Wealth Cash Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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GCC Family Wealth Management | Banking and Financial Services | 25 | $5M | United States | AssetMark | AssetMark Adhesion Wealth Cash Management | Portfolio and Investment Management | 2009 | n/a | In 2009, GCC Family Wealth Management implemented AssetMark Adhesion Wealth Cash Management as its managed-account/WealthADV platform to support national expansion and to scale outsourced investment operations. The deployment targeted the multi-family office business within the Galen Capital group, and positioned AssetMark Adhesion Wealth Cash Management as the central platform for account administration and client-level reporting. The implementation focused on performance reporting, managed-account administration, and back- and middle-office support, aligning the AssetMark Adhesion Wealth Cash Management functional footprint with investment operations and client reporting workflows. Configuration work concentrated on managed-account lifecycle handling and performance reporting modules, with inferred operational capabilities for account-level cash management and reconciliation that are typical for a managed-account/WealthADV platform. Operationally the rollout extended across U.S. offices to centralize outsourced investment operations and standardize reporting across sites. Governance emphasized centralized operational oversight for investment operations and a consistent reporting cadence to support national expansion, while day-to-day business functions impacted included investment operations, client reporting, and middle-office administration. | |
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Sterling Capital Management, a Guardian Capital Group Company | Banking and Financial Services | 181 | $120M | United States | AssetMark | AssetMark Adhesion Wealth Cash Management | Portfolio and Investment Management | 2012 | n/a | In 2012, Sterling Capital Management, a Guardian Capital Group company, deployed AssetMark Adhesion Wealth Cash Management. The Apps Category is . Sterling selected the Adhesion Wealth WealthADV platform to implement outsourced portfolio and managed-account solutions for institutional and private-wealth clients in the United States, with a focus on strengthening model delivery and multi-manager program capability. The implementation emphasized managed accounts/UMA and portfolio reporting functionality, aligning account-level model delivery with multi-manager program orchestration. AssetMark Adhesion Wealth Cash Management was configured to support outsourced portfolio management workflows, model implementation governance, cash management processing and consolidated portfolio reporting for advisor and operations teams. Operational coverage targeted Sterling Capital Managements institutional and private-wealth business lines across the United States, affecting portfolio management, client reporting and operations functions. Governance and process changes prioritized centralized model governance and program orchestration to standardize model delivery and multi-manager oversight, resulting in the improved model delivery and multi-manager capabilities described in the announcement. |
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