Merchant is a private partnership providing growth capital to independent financial services companies
Business Model: B2B
Revenue: $0
Employees: 0-0
Address: 660 Madison Ave
City: New York
State: NY
Zip: 10065
Country: US
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access. By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.
Contact Phone:
+16469794070
Contact Email:
Announced Date | Company | Transaction | Money Raised |
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2/2021 | Signet Financial Management | Private Equity Round | - |
5/2022 | Argos Wealth Advisors | Private Equity Round | - |
2/2022 | Truvestments | Private Equity Round | - |
2/2022 | Fusion Family Wealth | Private Equity Round | - |
2/2022 | River Wealth Advisors | Private Equity Round | - |
3/2021 | Axiom Financial Strategies Group | Private Equity Round | - |
12/2020 | Miracle Mile Advisors | Funding Round | - |
2/2020 | Wealth Advisor Growth Network | Private Equity Round | - |
5/2022 | Argos Wealth Advisors | Private Equity Round | - |
2/2022 | Truvestments | Private Equity Round | - |
2/2022 | Fusion Family Wealth | Private Equity Round | - |
2/2022 | River Wealth Advisors | Private Equity Round | - |
3/2021 | Axiom Financial Strategies Group | Private Equity Round | - |
2/2021 | Signet Financial Management | Private Equity Round | - |
12/2020 | Miracle Mile Advisors | Funding Round | - |
2/2020 | Wealth Advisor Growth Network | Private Equity Round | - |
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Name | Size | Announced Date |
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