List of AssetMark Adhesion Wealth Portfolio Construction Customers
Concord, 94520, CA,
United States
Since 2010, our global team of researchers has been studying AssetMark Adhesion Wealth Portfolio Construction 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 Portfolio Construction 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 Portfolio Construction for Portfolio and Investment Management include: Congress Asset Management Company, a United States based Banking and Financial Services organisation with 250 employees and revenues of $25.0 million, Cadinha & Co., a United States based Banking and Financial Services organisation with 20 employees and revenues of $8.0 million, Focus Partners, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using AssetMark Adhesion Wealth Portfolio Construction, 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.
The AssetMark Adhesion Wealth Portfolio Construction customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Cadinha & Co. | Banking and Financial Services | 20 | $8M | United States | AssetMark | AssetMark Adhesion Wealth Portfolio Construction | Portfolio and Investment Management | 2025 | n/a |
In 2025, Cadinha & Co. implemented AssetMark Adhesion Wealth Portfolio Construction. Apps Category:
The AssetMark Adhesion Wealth Portfolio Construction deployment is documented in the firm Form ADV as the platform used for model provisioning and UMA and SMA overlay services supporting wrap and program distribution in the United States. The ADV explicitly records Cadinha & Co. agreements with Adhesion Wealth and with Envestnet to provide model portfolios that are consumed by third party sponsors on the Adhesion platform, positioning the application as the central model provisioning engine.
Operational coverage focuses on portfolio construction, model management, overlay execution and program distribution workflows, with direct impact on advisory operations and compliance functions. Governance is described through contractual model provisioning arrangements and Form ADV disclosures, which establish the controls and authorities for UMA and SMA overlay services and for distributing wrapped investment programs via third party sponsors.
|
 |
Congress Asset Management Company | Banking and Financial Services | 250 | $25M | United States | AssetMark | AssetMark Adhesion Wealth Portfolio Construction | Portfolio and Investment Management | 2015 | n/a |
In 2015, Congress Asset Management Company implemented AssetMark Adhesion Wealth Portfolio Construction, Apps Category . The firm discloses participation in wrap fee programs sponsored by Adhesion Wealth to deliver UMA and wrap sub-advisory services in the United States, and its Form ADV explicitly lists Adhesion as a wrap sponsor. This establishes AssetMark Adhesion Wealth Portfolio Construction as the vehicle for portfolio and UMA delivery within Congress Asset Management Company’s wrap-program client set.
AssetMark Adhesion Wealth Portfolio Construction is used to provide portfolio construction and outsourced portfolio administration for wrap-program clients, aligning sub-advisory workflows and model delivery with sponsor-led program requirements. Functional capabilities referenced by disclosure include UMA/wrap sub-advisory delivery and portfolio administration, which imply centralized model provisioning and program-level portfolio orchestration consistent with wrap program operations. The application supports the firm’s portfolio delivery chain rather than front-office product manufacturing.
Operational coverage is scoped to wrap-program clients in the United States, with governance evidence surfaced through Form ADV filings that name Adhesion as the program sponsor. That disclosure indicates formalized program governance and regulatory alignment between Congress Asset Management Company and Adhesion Wealth for outsourced administration of wrap accounts. The implementation narrative centers on portfolio construction, UMA delivery, and outsourced administration as the primary business functions impacted.
|
|
|
Focus Partners | Professional Services | 10 | $1M | United States | AssetMark | AssetMark Adhesion Wealth Portfolio Construction | Portfolio and Investment Management | 2024 | n/a |
In 2024, Focus Partners implemented AssetMark Adhesion Wealth Portfolio Construction and formalized ongoing portfolio administration and trading services for a subset of its clients as disclosed in its ADV. The AssetMark Adhesion Wealth Portfolio Construction deployment is documented in the ADV as providing trading, back-office support, and performance reporting for certain client accounts in the United States, and those relationships continued following Focus Partners' merger with CapGroup.
Implementation scope focused on portfolio administration and trading services, with the AssetMark Adhesion Wealth Portfolio Construction application used to execute trading workflows, maintain trade settlement and back-office support processes, and generate performance reporting modules. Functional capabilities explicitly noted in the ADV include trading execution, back-office support operations, and performance reporting, reflecting core portfolio construction and administration workflows.
Operational coverage is limited to a subset of Focus Partners' client accounts in the United States, with services continuing from CapGroup-era contracts into the post-merger operating model. The deployment centers on business functions in investment operations and client reporting, aligning custody, trade execution, settlement, and performance reporting activities under the AssetMark Adhesion Wealth Portfolio Construction solution.
Governance and process alignment were driven by ADV disclosures and contractual continuation, maintaining existing service relationships with Adhesion for the specified client subset. The narrative in the ADV frames AssetMark Adhesion Wealth Portfolio Construction as the operational vehicle for trading, back-office support, and performance reporting for those accounts, embedding portfolio administration responsibilities into Focus Partners' investment operations.
|
Buyer Intent: Companies Evaluating AssetMark Adhesion Wealth Portfolio Construction
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||