Merit
Merit is a Georgia-based investment advisory firm that provides solutions such as retirement planning and wealth management for individuals and businesses.
Business Model: B2B
Revenue: $22.1M
Employees: 51-200
Industries / Tags:
Detailed Merit Information
Geographic Data
Address: 2400 Lakeview Pkwy
City: Alpharetta
State: GA
Zip: 30009
Country: US
Financial Info
Stage:
private equity
Raised Last:
$0
Raised Total:$1M
Social
Metrics
3,570,516Website Global Rank
3,834Website Monthly Traffic
Twitter Followers
Description
Merit is a Georgia-based investment advisory firm that provides solutions such as retirement planning and wealth management for individuals and businesses.
Contact Phone:
+16788677050
Contact Email:
| Announced Date | Company | Transaction | Money Raised |
|---|
| Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 4/2020 | Debt | $1M |
U.S. Small Business Administration. |
1/2021 | Growth | - | 1/2021 | Private Equity Round | - |
HGGC Wealth Partners Capital Group HGGC Wealth Partners Capital Group |
1/2021 | Growth | - |
Wealth Partners Capital Group HGGC, LLC Wealth Partners Capital Group HGGC, LLC |
1/2021 | Private Equity Round | 2 | - |
HGGC Wealth Partners Capital Group HGGC Wealth Partners Capital Group |
|---|
| Announced Date | Name | Price |
|---|---|---|
| 5/2022 | Union Financial Advisors | |
| 4/2022 | Tedstrom Wealth Advisors | |
| 4/2022 | I.M. Wealth Care | |
| 8/2021 | Consilium Financial Group |
Employee Departments
Employee States
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Revenue: 0 - 100000 Employees: Industry: Software |
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Revenue: 0 - 100000 Employees: 51 - 500 Industry: Education |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Blockchain |
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Revenue: 0 - 100000 Employees: 11 - 50 Industry: Industrial |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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