Investor Presentaiton

1 Meet advisors where they are Adhesion wealth An Asset Mark Company Adhesion Wealth had a successful 1Q23 winning new clients, building out its technology and adding new investment models to its model marketplace. Asset Mark and Adhesion continue to focus on integration and synergies. 1Q23 WINS 1Q23 TECHNOLOGY ADDS 1Q23 NEW INVESTMENT MODELS ☐ New RIA firms $63m Assets on platform from new firms 1 Adhesion TaxAlpha Introducing new ways to visualize and demonstrate the value derived from ongoing, active tax harvesting in a Unified Managed Account Adhesion Alliance Premium program for the Adhesion Asset Manager community, providing them with advisor usage and product adoption insights Milliman Blue Current A ARS INVESTMENT PARTNERS STANCE CAPITAL 1As of March 31, 2023 For general public use. ASSETMARK. 5

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