Adhesion Wealth® won two awards at the eighth annual WealthManagement.com Industry Awards on Sept. 8, taking home honours for excellence in Model Marketplaces in the Technology Providers category, and as RIA Innovator of the Year in the Individual RIA Firm Leaders category for President Barrett Ayers.
Adhesion Wealth is a North Carolina-based investment management company that offers services such as direct indexing, tax management, and client reporting for businesses.