RIA Integration SoftwareSynthetic data prototype

Acquisition pipeline

Portfolio dashboardAdd acquired firm
Read firstMemo — Integration as a compounding assetWhy connector coverage lowers cost per acquisition.Playbook — Integration operating playbookThe six decisions that govern every integration.
Active integrations
3
AUM in transition
$1.25B
Open high-severity risks
2
Average days to complete
125
Across 1 completed integration
Acquisition pipeline · 4 firms
FirmAUMHouseholdsAdvisorsCustodianStatusClose dateDays elapsedProgressRiskOpen
Harborline Wealth Partnerstuck-in$340M2106PershingIntegrating07/01/2641
33%
2H2M
Corley & Vance Advisorstuck-in$290M1754SchwabSigned09/15/26—
23%
—
Ridgeway Financial Groupsuccessor$620M3109FidelityDiligence11/01/26—
0%
—
Stonebridge Advisorytuck-in$265M1503SchwabComplete01/15/26125
100%
—