Strategic partnerships Recent partnerships with WisdomTree and Addepar indicate Adhesion’s platform is increasingly integrated with major asset and ETF providers, presenting a sales opportunity to offer multi-manager UMA capabilities to firms seeking enhanced product access and bespoke portfolios.

Acquisition momentum Adhesion’s history of acquisitions and integration activity, including ownership changes and platform expansions, suggests a market with growing consolidation needs and a demand for scalable, integrated wealth tech that consolidates multiple managers and models.

Scale for RIAs With a multi-custodial UMA platform designed to increase advisor scale and client outcomes, target mid-size RIAs looking to expand model lineup, improve efficiency, and compete with larger firms through unified portfolio construction.

Cloud and security focus Tech stack investments in cloud services, HTTP/3, CDN, and security/readability tools indicate readiness for rapid deployment, reliability, and data protection—buyers with governance and cyber risk concerns may prioritize Adhesion’s platform to meet regulatory and security standards.

Growth and adoption signals Asset growth and notable press wins imply increasing market traction; sales conversations can focus on expanding advisor adoption, cross-sell opportunities across models and managers, and leveraging integrated solutions to attract new advisory firms seeking differentiated outcomes.