This is what “operational support” looks like.
Meraki partners don’t just get capital. They get a back office, purpose-built across eleven dedicated functions so firm owners can focus on growing the business, not running it.
Most private equity firms talk about operational support. Few define what that means.
At Meraki, support isn’t a concept. It’s a set of real functions, real teams and real resources, available to every partner from day one.
The eleven pillars below are organized into two categories: Revenue Generation and Non-Revenue Generation. Together they cover every operational need a growing financial services firm faces.
Revenue Generation
Non-Revenue Generation
Revenue Generation
A centralized hub giving advisors access to state-of-the-art tools designed to accelerate sales and overall business performance. Built for firms that want technology working for them, not against them.
Structured sales training and accountability systems for junior advisors and office staff. Expert coaching, a process-driven sales approach and results-focused technology to build the next layer of your team.
A dedicated marketing and PR function that builds brand presence, supports business development and amplifies growth, without requiring firm owners to manage it themselves.
Access to the full Gradient product ecosystem: Gradient Investments, Gradient Advisors, Gradient Securities, Gradient Annuity Brokerage, Gradient Life Brokerage and Ascentium Insurance Solutions.
Non-Revenue Generation
Customized, hands-on coaching that meets your business where it is and builds toward where you want it to go. Strategic execution across people, process and technology, focused on measurable growth.
Registration support, training, and ongoing compliance guidance to keep your firm operating in good standing with state, SEC and FINRA regulatory bodies.
Scalable technology infrastructure, cybersecurity partnerships and specialized technical support to keep your firm running at peak performance.
Timely, accurate support from finance specialists across all accounting and financial reporting needs. The back-office financial function, handled.
Compensation structure design, sourcing, hiring support and employee development systems to help your firm build and retain the team it needs to grow.
Proactive legal guidance that protects your interests and keeps you ahead of complex legal and compliance challenges.
The connective tissue across all of it. A dedicated point of contact for navigating the full ecosystem, so nothing falls through the cracks.
Full
Back-Office Support
40+
Marketing & Creative Staff
$0
Platform Access Fee
5
Partner Acquisitions Funded in Year One
Inside Case Central
15+ hrs
Returned Per Week
$9,600+
Annual Savings
10x
More Assets Gathered
37%
Larger Average Case Size
Your back office is built. The question is whether you’re ready to use it.
Whether you’re exploring what a Meraki partnership looks like or trying to understand which pillars would matter most for your firm, that’s exactly the kind of conversation we’re built for.
