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Vestmark and Adhesion Wealth Honored Among ThinkAdvisor’s Inaugural LUMINARIES Class of 2021

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:

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Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

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C24-20942 | 02/2024 | EXP 2-28-2026