The fintech providers were honored for Executive Leadership, Thought Leadership & Education, and Products, Programs and Services for Fintech and TAMP Platforms
Wakefield, Mass. & Charlotte, N.C. – Aug. 24, 2021 – Vestmark, Inc., a leading provider of portfolio management tools and trading software, and Adhesion Wealth Advisor Solutions, Inc., a wholly-owned subsidiary of Vestmark that provides outsourced investment management solutions for registered investment advisors (RIAs), have both been honored among ThinkAdvisor’s inaugural LUMINARIES Class of 2021. The LUMINARIES program, an evolution of the publication’s Broker-Dealers of the Year Awards, puts a spotlight on top-performing industry participants who create positive change in the areas that matter most to advisors.
The LUMINARIES list recognized Vestmark CEO John Lunny for Executive Leadership for Fintech and TAMP Platforms and Adhesion Wealth President Barrett Ayers for Thought Leadership and Education. Adhesion Wealth was also recognized in the category of Products, Programs and Services for Fintech and TAMP Platforms.
Members of the LUMINARIES Class of 2021 were selected by a diverse panel of judges from across the wealth management industry, alongside the ThinkAdvisor editorial team. They were awarded based on the dynamic and inclusive ways they are driving the wealth, investment, and retirement industry forward.
“It’s an honor to be included among distinguished financial industry leaders, including my colleague Barrett Ayers, who make up ThinkAdvisor’s first annual LUMINARIES class,” said Lunny. “We are excited about our growth trajectory in the next few years as we announce new partnerships, build a deep, collaborative team culture and continue providing innovative solutions to help wealth management enterprises provide exceptional service to clients.”
“I am pleased to see Adhesion Wealth recognized by ThinkAdvisor for our advancements in investment solutions, particularly direct indexing,” said Ayers. “In the past year, Adhesion’s Personal Indexing offering has enabled independent advisors to better customize client portfolios – with ESG preferences for example – as well as achieve tax alpha. Our mission at Adhesion has always been to enable RIAs to offer truly differentiated investment options for clients, and we are proud to see the impact of our outsourced investment management solutions celebrated among industry peers.”
In the past year, Vestmark celebrated its 20th anniversary and announced several new strategic partnerships with firms such as Russell Investments, Axos Clearing, UBS Wealth Management and FLX Distribution. Meanwhile, Adhesion Wealth grew its assets under management (AUM) by 61% and launched Adhesion Personal Indexes with ESG Overlay as well as an integrated Outsourced Chief Investment Officer Program called OCIO+.
To see the full LUMINARIES Class of 2021, please visit: https://www.thinkadvisor.com/2021/08/16/meet-the-luminaries-class-of-2021/
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Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.
Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com
Adhesion Wealth® is a leading provider of outsourced investment management solutions for registered investment advisors (RIAs). Adhesion Wealth empowers advisors with the ability to build their own multi-manager (UMA) strategies, access SMA strategies and use other turnkey investment solutions on the Adhesion Manager eXchange. Adhesion Wealth also provides advisors with personal and direct indexing, tax management, tax transitions, portfolio administration, practice analytics and client reporting. With Adhesion, advisors gain access to a scalable, multi-custodian platform upon which to grow successful practices.
Adhesion Wealth is a wholly-owned subsidiary of Vestmark, Inc. For more information, call (888) 295-8351 or visit www.adhesionwealth.com.
