About Meritage Portfolio Management
Meritage Portfolio Management is a Financial Services company based in Overland Park (United States) founded in 1991. It provides tailored wealth management, investment strategies, and client guidance services. It operates on a B2C and Advisory Services model. Meritage Portfolio Management offers products and services including Personalized Investment Management and Wealth Management Solutions. Its focus areas include Finance, Wealth Management, Investment Advisory and Portfolio Management.
Company details
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.
- Headquarters Overland Park, United States
- SectorsFinancial Services
- Email••••••••
- Website meritageportfolio.com
- Social LinkedIn
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.
Tailored investment approaches for individual client portfolios.
Customized strategies for risk management and goal achievement.
Top companies in Asset Management
10 companies that operate in the same segment as Meritage Portfolio Management (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Meritage Portfolio Management
Complete news archive for Meritage Portfolio Management
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Meritage Portfolio Management
Meritage Portfolio Management was founded in 1991.
Meritage Portfolio Management is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
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.
Meritage Portfolio Management offers Personalized Investment Management and Wealth Management Solutions.