Merchant Investment Management

Merchant is a private partnership providing growth capital to independent financial services companies

Business Model: B2B

Revenue: $0

Employees: 0-0

Rankings

Detailed Merchant Investment Management Information

Geographic Data

Merchant Investment Management headquarters map

Address: 660 Madison Ave

City: New York

State: NY

Zip: 10065

Country: US

Financial Info

Stage:

Raised Last:

$0

Raised Total:

$0

Metrics

5,300,205Website Global Rank

1,701Website Monthly Traffic

Twitter Followers

Description

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
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 -

Startup Industries

Startup Locations

Portfolio Current Status

Portfolio Employee Count

Name Price
Name Size Announced Date

You know, we could be doing all this for you..

CoBee's Logo

Be ahead of your competition

  • Realtime intelligence
  • Automated contact tracking
  • Unmatched insights
  • Eliminate manual research