About Meritage Portfolio Management
Meritage Portfolio Management is a company based in Overland Park (United States) founded in 1991. It operates as a B2C, and Advisory Services. Meritage Portfolio Management offers products and services including Personalized Investment Management and Wealth Management Solutions.
- Headquarter Overland Park, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Products & Services of Meritage Portfolio Management
Meritage Portfolio Management offers a comprehensive portfolio of products and services, including Personalized Investment Management and Wealth Management Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tailored investment approaches for individual client portfolios.
Customized strategies for risk management and goal achievement.
Funding Insights of Meritage Portfolio Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Meritage Portfolio Management
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Meritage Portfolio Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Meritage Portfolio Management Comparisons
Competitors of Meritage Portfolio Management
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Meritage Portfolio Management
Frequently Asked Questions about Meritage Portfolio Management
When was Meritage Portfolio Management founded?
Meritage Portfolio Management was founded in 1991.
Where is Meritage Portfolio Management located?
Meritage Portfolio Management is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
What does Meritage Portfolio Management do?
Meritage Portfolio Management specializes in personalized wealth management, delivering customized financial strategies and integrated expertise to help clients achieve their goals. They focus on risk management, asset oversight, and working with trusted advisors, managing over 2 billion in assets with high client retention. Based in the United States, they serve individual investors through dedicated teams and proactive market guidance.
What products or services does Meritage Portfolio Management offer?
Meritage Portfolio Management offers Personalized Investment Management and Wealth Management Solutions.
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