Granite Islands Private Wealth Sales Trigger

🚀 Battle Card: Granite Islands Private Wealth, LLC

• Charles Andriole, Founder and Managing Director · 🔗 LinkedIn

• Robert DeLucca, Founder and Managing Director · 🔗 LinkedIn

• This Granite Islands Private Wealth sales trigger signals a pivot to a fully independent, planning-driven model demanding top-tier compliance, CRM and financial-planning tech → Source

• Heavy compliance & operations overhead inherited from legacy broker-dealer relationships

• Lack of integrated planning and CRM tools to deliver personalized, multigenerational wealth services

• Primary: Compliance Automation Platform → Streamlines regulatory workflows & slashes manual overhead

• Expansion: Client Relationship Management & Portal → Boosts client engagement, retention & scalability

• HQ: Guilford, CT

• Employees: ≈ 15

• Rev: ≈ $5 M

• Website: graniteislands.com

🤼 Competitive Intel

• Redtail Technology — CRM
• Unique edge: Simple, cost-effective client management
• Evaluated by Operations Manager for ease of use

• Orion Advisor Tech — Portfolio Management & Reporting
• Unique edge: End-to-end portfolio visibility
• Evaluated by Founders for consolidated reporting

• eMoney Advisor — Financial Planning Software
• Unique edge: Robust analytics & scenario modeling
• Evaluated by Wealth Advisor for planning depth

• Black Diamond (SS&C) — Client Reporting & Portal
• Unique edge: Integrated client portal & real-time reporting
• Evaluated by Directors for client engagement

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Compliance Automation Platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Charles
COMPANY     = Granite Islands Private Wealth, LLC
DEPT        = Operations
SIZE        = ≈ 15
BOTTLENECK  = heavy compliance & operations overhead
EVENT       = launch of new independent advisory firm
DETAIL      = launch of new independent advisory firm
PAIN        = lack of integrated planning and CRM tools
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902096380&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 15
REV_EST     = ≈ $5 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 15-person Operations

Charles—noticed your Operations team is ≈ 15.

That’s when heavy compliance & operations overhead slows growth.

We helped ≈ TBD fix this with Compliance Automation Platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about launch of new independent advisory firm — lack of integrated planning and CRM tools.  
Compliance Automation Platform. ≈ TBD.  
Quick chat?