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Deal 10 · Complete
Granite Row Wealth
Closed Feb 9, 2026 · Led by Owen Brooks
Stage 7 of 7
Complete
AUM$520M
Advisors5
Households430
Days in stage0 / 0
Days of disruption68repaper → login
Advisor risk0No flagged books
01 · Technology
Stack & rationalization
One proposal, human approval, deterministic execution.
Annual run-rate identified$25,000
Run discovery again| System | Category | Annual cost | Contract end | Disposition | Confidence | Decision rationale | |
|---|---|---|---|---|---|---|---|
| Schwab Advisor Services | Custodian | $0 | — | keep | 100% | Meridian preferred custodian. | |
| Wealthbox | CRM | $16,000 | Dec 31, 2026 | migrate | 100% | Consolidate to Meridian's salesforce standard. | |
| Orion | Portfolio accounting | $48,000 | May 31, 2027 | keep | 100% | Matches the Meridian standard stack. | |
| RightCapital | Planning | $9,000 | Sep 30, 2026 | migrate | 100% | Consolidate to Meridian's emoney standard. |
02 · Data
Data integration
Conversion status by domain. Performance history and cost basis carry the real risk.
03 · People
Advisor experience
Retention risk, with a name and a book attached.
8
D. Knox$195M book · checked in Aug 7, 2026
Weekly office hours scheduled through cutover.
9
E. Wallace$216M book · checked in Aug 3, 2026
04 · Change
Milestones
Planned versus actual cutover sequence.
Repaper startCompleted Jun 9, 2026
Negative consentCompleted Jun 15, 2026
CRM cutoverCompleted Jul 21, 2026
Portfolio cutoverCompleted Jul 27, 2026
Advisor loginCompleted Aug 13, 2026
Training completeCompleted Aug 19, 2026