MeridianLink Taps New CRO and Transformation Chief in Bold Growth Play

IRVINE, CA – July 01, 2026 – In a move that signals a deliberate pivot towards aggressive growth and deep technological integration, MeridianLink, Inc. today announced a significant restructuring of its executive team. The leading provider of software platforms for financial institutions has appointed John Wiseman as its new Chief Revenue Officer and Adam Gray to the newly created role of Chief Transformation Officer. The appointments are not merely a personnel update but a clear strategic maneuver designed to accelerate the company’s push into AI-powered innovation and solidify its market leadership.

As part of the leadership transition, Richard Scheig, who has served as Chief Revenue Officer since 2022, will move into a Strategic Advisor role. The change comes as MeridianLink looks to build on its existing momentum, including a reported 5% year-over-year revenue increase to $81.5 million in the first quarter of 2025, and intensify its focus on execution under CEO Larry Katz, who took the helm in late 2025.

Fortifying the C-Suite for Accelerated Growth

MeridianLink's leadership changes are strategically timed to capitalize on a period of sustained progress. The company's vision, as articulated by its leadership, is to move beyond simply providing software and instead deliver a technology ecosystem that enhances the human element of finance for community institutions. This means leveraging cutting-edge tools to help banks and credit unions make faster, more personalized decisions.

"MeridianLink is focused on accelerating growth, increasing agility, and advancing AI-powered innovation to deliver exceptional experiences for our customers, their employees, and the communities they serve," said Larry Katz, President and Chief Executive Officer of MeridianLink. "Our vision is to provide the technology that elevates the human experience for community financial institutions—combining intelligent automation, trusted AI, and our deep industry expertise to help serve customers with greater speed, confidence, and personalization."

The appointment of a seasoned CRO like John Wiseman is pivotal to this strategy. His mandate will be to translate the company's significant investments in its platform and AI capabilities into tangible, accelerated revenue growth. In the competitive fintech landscape, having a powerful product is only half the battle; commercializing it effectively is what separates market leaders from the rest of the pack. Wiseman is tasked with ensuring MeridianLink's innovative solutions reach and resonate with its nearly 2,000 institutional clients and beyond.

The Architects of Transformation and Revenue

To execute this ambitious vision, MeridianLink has brought in two executives with proven track records of scaling organizations and driving transformational change. Their backgrounds suggest a clear focus on both top-line growth and deep operational enhancement.

John Wiseman joins as Chief Revenue Officer with over three decades of experience steering financial technology, data, and analytics firms toward sustained growth. His tenures as CRO at industry heavyweights like Addepar, Real Capital Analytics (RCA), and FactSet were marked by his success in leading the adoption of innovative platform solutions. His expertise in building and managing high-performance go-to-market teams and fostering strategic alliances is precisely what MeridianLink needs to commercialize its next wave of products.

“MeridianLink has built the market-leading platform and a large and loyal customer base and is doubling down on their investment in both innovation and service, providing a strong foundation for accelerated growth,” Wiseman commented, signaling his readiness to leverage the company's existing strengths.

Equally significant is the appointment of Adam Gray to the new role of Chief Transformation Officer. Gray brings over two decades of experience leading complex change initiatives at fintech and SaaS companies, most recently driving a company-wide transformation at Stax Payments and previously leading corporate development at Abrigo. His specific expertise in acquisition integration, AI adoption, and customer experience modernization makes him a critical player in MeridianLink's future.

"I'm excited to help accelerate execution, strengthen operating discipline, and create even greater value for our customers and stakeholders," Gray stated. His role is designed to ensure that innovation and growth initiatives are not siloed, but are woven into the fabric of the company's operations.

The Strategic Imperative of a Transformation Chief

The creation of the Chief Transformation Officer role is perhaps the most telling aspect of MeridianLink's new strategy. This position is increasingly common in industries undergoing rapid disruption, signaling a company's commitment to proactively managing change rather than reacting to it. For MeridianLink, this role institutionalizes the focus on innovation, growth, M&A, and AI-driven transformation.

Gray’s background in M&A integration is particularly noteworthy. It suggests MeridianLink may be preparing for a new phase of strategic acquisitions to expand its technological capabilities or market reach. This aligns with the strategic investments being made following the company's acquisition by Centerbridge Partners and Silversmith Partners, a move that valued the company at approximately $2.0 billion and often precedes a period of accelerated, inorganic growth. The new CTO will be responsible for ensuring that any future acquisitions are not just purchased, but are fully integrated to create synergistic value across the platform.

This move reflects a broader trend in the fintech sector, where the pace of technological change—particularly in AI—demands a dedicated, C-level focus on enterprise-wide evolution. The CTO is the conductor orchestrating the complex interplay between technology, business strategy, and operational execution.

Weaving AI into the Commercial Fabric

Ultimately, these executive appointments are about one thing: commercializing AI to redefine the lending process. MeridianLink's platform aims to make lending more human by automating the mundane, providing deeper insights, and freeing up financial professionals to focus on building customer relationships. The new leadership is tasked with turning this vision into a profitable reality.

Katz's emphasis on "trusted AI" and "smarter automation" points to a strategy that goes beyond buzzwords. The goal is to build practical tools that help financial institutions grow and scale efficiently while managing risk. The appointments of Wiseman and Gray provide the dual leadership needed to both build these transformative tools and successfully take them to market.

By bringing in a CRO with a history of scaling platform adoption and a CTO with expertise in integrating AI and M&A, MeridianLink is sending a clear message to investors, clients, and competitors. The company is not just participating in the future of lending technology; it is investing in the leadership and structure required to build it, signaling a new chapter of focused execution and accelerated innovation.