Charlotte, NC
Summary
This company provides a comprehensive suite of investment technology and practice management solutions designed for financial advisors. Their platform enhances operational efficiencies by addressing complex portfolio management challenges, allowing advisors to maintain independence and flexibility in their investment strategies. Services include overlay management, tax management, trading and rebalancing, and customizable portfolio construction, catering to registered investment advisors (RIAs) and asset managers seeking to optimize client outcomes.
Based on content on adhesionwealth.com
dynastyfinancialpartners.com
St. Petersburg, Florida
Wealth Management and Financial Advisory Services
Actlogica Solutions Private Limited
actlogica.com
Hyderabad, Telangana, India
Financial Technology (FinTech)
zenithpartners.com.au
Australia
Investment Research and Portfolio Management
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
16.5 years — Since Jul 2008
Web Hosting
Platform
E-Mail Provider
Microsoft Office 365
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Services
2. Portfolio Management
Vendor
Source
Microsoft
TXT Record
Atlassian
TXT Record
Salesforce
TXT Record
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2009 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2010 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2011 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2012 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2013 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2014 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2015 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2016 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2017 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2018 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2019 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2020 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2021 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2022 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2023 |
|
|
|
|
|
|
|
|
|
|
|
|
| 2024 |
|
|
|
|
|
|
|
|
|
|
|
|