Companies · Other Technology

Adhesion Wealth Advisor Solutions, Inc.

CHARLOTTE · Other Technology

Diligence memoA one-page analyst read on Adhesion Wealth Advisor Solutions, Inc. — recommendation, valuation, rhythm, risks.
$2.2M
Total raised · real
1
Rounds
Latest step-up
Top 58%
Sector rank · raised
Seed
Latest stage · inferred · Tue Jun 30 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Adhesion Wealth Advisor Solutions, Inc. looks fair against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the technology sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Fair
  • Modeled value is 1.12× the median modeled value of Seed Other Technology companies in 2007–2009 (266 peers) — value vs value, same stage and era.
  • Within the normal band (112% of peer median) for its niche.
Dormant
  • Last raise 17.0 yr ago; this sector typically re-raises about every 13 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other Technology

Adhesion Wealth Advisor Solutions, Inc. is one of 21302 Other Technology companies tracked from CHARLOTTE. By capital raised it ranks mid-pack (ahead of 43% of sector peers), and mid-pack by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$25M$50M$75M$100MSeed · 2009-06-30 Raised $2.2M (real) Modeled valuation $77M (est)$2.2M$77MSeed2009

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Seed$2.2M · 2009

Stages are modeled from round size (public records carry no series label). No record for: Pre-Seed — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 50%.

Modeled valuation trajectory
$76.5M
Base estimate est.
$2.0M
Conservative case
$600.5M
Upside case
$11.2M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Seeda $1.0M–$4.0M round). Valuation is modeled from stage benchmarks scaled by the technology sector profile. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
20%
Dilution assumption
Implied ownership sold in the financing.
39%
Survival probability
18% low · 61% high
1.61×/yr
Annual markup
2.11×/yr upside case
6.0 yr
Elapsed time used
17.0 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
Avg between rounds
Capital velocity
17.0 yr
On record since
2009
First round
1
Rounds on file
How it compares to the market

Benchmarked against 21302 companies in Other Technology. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 0.7× of median
This company$2.2M
Sector median$3.2M
Latest round — vs other Seed rounds in sector (real $, this stage) 1.3× above median
This company$2.2M
Sector median$1.8M
Modeled value — vs sector median (estimate, all stages) 2.1× above median
This company$76.5M
Sector median$37.3M

Raised more than 43% of sector peers (real $). Modeled value above 66% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Seed) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #102 of 266.

This companyCohort peer
$10.0M$100.0M$1.0B$1.0M$10.0M$100.0MCapital raised (log)Camero Inc · Seed Raised $6.0M · modeled $136.3M (est)Ethertronics Inc · Seed Raised $4.0M · modeled $136.3M (est)INTEMATIX Corp · Seed Raised $4.0M · modeled $136.3M (est)Noteworthy Medical Systems Inc · Seed Raised $4.0M · modeled $136.3M (est)Gear Six Inc · Seed Raised $4.0M · modeled $136.3M (est)Likewise Software Inc · Seed Raised $4.0M · modeled $136.3M (est)Ripple Networks Inc · Seed Raised $4.0M · modeled $136.3M (est)Veriana Networks Inc · Seed Raised $10.0M · modeled $134.6M (est)Iqzone Inc · Seed Raised $3.9M · modeled $132.7M (est)EoPlex Technologies Inc · Seed Raised $3.8M · modeled $129.1M (est)Montavista Software Inc · Seed Raised $6.5M · modeled $128.3M (est)CloudTalk Inc. · Seed Raised $5.0M · modeled $128.2M (est)Adhesion Wealth Advisor Solutions, Inc. (this company) Raised $2.2M · modeled $76.5M (est)Adhesion Wealth Advisor Solutions, Inc.
CompanyStageRaised · realValue · estvs peer med.
Camero IncSeed$6.0M$136.3M2.00×
Ethertronics IncSeed$4.0M$136.3M2.00×
INTEMATIX CorpSeed$4.0M$136.3M2.00×
Noteworthy Medical Systems IncSeed$4.0M$136.3M2.00×
Gear Six IncSeed$4.0M$136.3M2.00×
Likewise Software IncSeed$4.0M$136.3M2.00×
Ripple Networks IncSeed$4.0M$136.3M2.00×
Veriana Networks IncSeed$10.0M$134.6M1.98×
Iqzone IncSeed$3.9M$132.7M1.95×
EoPlex Technologies IncSeed$3.8M$129.1M1.89×
Montavista Software IncSeed$6.5M$128.3M1.88×
CloudTalk Inc.Seed$5.0M$128.2M1.88×
Adhesion Wealth Advisor Solutions, Inc. this companySeed$2.2M$76.5M1.12×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Seed$2.2M2009-06-30$11.2M$76.5M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Seed$2.2M2009-06-30
    • First recorded raise — entered as Seed.
Intelligence
Modeled next raise
$3.6M
Modeled next size est.range $2.3M$5.8M
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
Michael Stier1 other2009-06
Richard Conley1 other2009-06
Barrett Ayers2009-06
Daniel Standen2009-06
Frederick Reinhard2009-06
Gordon Buchanan2009-06
John Rigas2009-06
Registry & provenance

Adhesion Wealth Advisor Solutions, Inc. is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1113802
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
VasoNova IncOther TechnologySeed$2.2M$76.5Msame sector · same stage
TermSync, Inc.Other TechnologySeed$2.2M$76.4Msame sector · same stage
Pippio, Inc.Other TechnologySeed$2.2M$76.7Msame sector · same stage
Knozen, Inc.Other TechnologySeed$2.2M$76.7Msame sector · same stage
Applied Microstructures IncOther TechnologySeed$2.3M$76.7Msame sector · same stage
AuthorDigital, Inc.Other TechnologySeed$2.3M$76.7Msame sector · same stage
Bezar, Inc.Other TechnologySeed$2.3M$76.7Msame sector · same stage
Bjond Inc.Other TechnologySeed$2.3M$76.7Msame sector · same stage
Frequently asked
How much funding has Adhesion Wealth Advisor Solutions, Inc. raised?
Adhesion Wealth Advisor Solutions, Inc. has raised approximately $2.2M in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Adhesion Wealth Advisor Solutions, Inc.'s estimated valuation?
Provath's modeled valuation for Adhesion Wealth Advisor Solutions, Inc. is approximately $76.5M (modeled range $2.0M–$600.5M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Adhesion Wealth Advisor Solutions, Inc. at?
Adhesion Wealth Advisor Solutions, Inc.'s latest modeled financing stage is Seed. Its most recent recorded round closed around Tue Jun 30.
What does Adhesion Wealth Advisor Solutions, Inc. do and where is it based?
Adhesion Wealth Advisor Solutions, Inc. operates in the Other Technology sector, based in CHARLOTTE.
Explore related

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