Merrill Lynch

New York, United States Founded: 1990 • Age: 36 yrs Listed Acquired By Bank of America
Commercial bank

About Merrill Lynch

Merrill Lynch is a Financial Services company based in New York (United States) founded in 1990, and was acquired by Bank of America in September 2008. Commercial bank. Merrill Lynch has completed 5 acquisitions, including Advantage Solutions, Goebel and HCA Healthcare. Its website ml.com draws about 15.7 million monthly visits. Merrill Lynch offers products and services including Investment Solutions, Banking Products, and Wealth Planning. Its focus areas include Banks and Commercial Banks. Its competitors include Truist, Equity Bank and Citi; 1 of its 3 listed competitors has raised funding.

Company details

Merrill Lynch was founded in 1990 and operates as a commercial bank based in New York, United States. Investment management, wealth advisory, and banking operations are conducted through its global network. Services encompass brokerage, lending, and asset management for institutional and individual clients. Leadership includes Managing Director Raj Sharma, with activities focused on the financial services industry across key markets.

  • Headquarters New York, United States
  • Stage Acquired
  • Sectors
    Financial Services
  • Website category Finance · Investing
  • Website ml.com
  • Social LinkedIn
  • Acquired by Bank of America (Sep 2008)
Operational Areas
Key Metrics

Products & Services of Merrill Lynch

Merrill Lynch offers a comprehensive portfolio of products and services, including Investment Solutions, Banking Products, and Wealth Planning.

Investment Solutions
Investments

Provides access to investment options for portfolio management

Banking Products
Banking

Offers lending and savings services for personal finance

Wealth Planning
Advisory

Assists with retirement and insurance planning strategies

Funding Insights of Merrill Lynch

  • Total Rounds 2
  • Last Round Post-IPO β€” $50M
  • First Round $2B

    (Jan 2008)

  • Investors Count 2

All 2 funding rounds of Merrill Lynch with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Feb 2008$50MPost-IPO––
Jan 2008$2BPost-IPO––
Valuation history

3 investors in total: 3 institutional.

Investors in Merrill Lynch

Merrill Lynch has secured backing from 3 investors, including institutional investors. Prominent investors backing the company include Bank of America, Hana Financial Group and Kuwait Investment Authority.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Financial management services are provided to individuals and corporates.
1971hanafn.comSeoul, South Korea
Serves as Kuwait's sovereign wealth fund managing national investments.
1953kia.gov.kwKuwait City, Kuwait
Commercial banking and asset management services are offered worldwide.
1904bankofamerica.comCharlotte, United States
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Investor details for Merrill Lynch

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

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  • Round participation
  • Investor portfolios
  • Co-investor network

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People of Merrill Lynch

1088 people are tracked at Merrill Lynch (680 in leadership, 14 in board & advisors, 394 in team).

NameRoleGroup
Raj Sharma
Managing DirectorLeadership
Tammy Hawes
Vp, Compensation ConsultantLeadership
Pierre Zaccarini
DirectorLeadership
Benjamin Faure
Managing DirectorLeadership
Andrew Burdick
Director, Healthcare Investment BankingLeadership
Veonca Loft
Treasury Sales Officer - VP At Bank Of AmericaLeadership
Mario Miccio
Senior Vice PresidentLeadership
Kimberly Mulvaney
Vice President Third Party Risk And Controls ManagerLeadership
Caroline Paterson-Jones
Managing DirectorLeadership
Fiona Y.
Vp, Oil TradingLeadership
Shwaita Sibal
Vice President Senior Systems EngineerLeadership
John C. Torres
Senior Vice President, Staff Support LearningLeadership
Rowland Phillips
Managing DirectorLeadership
Zieshan Ghulam
Strategic Portfolio Management Executive & Head Of APAC Datacenter ServicesLeadership
Kim Sloat
Director, Executive Advisory ServicesLeadership
Husain Karimee
Vice President - Tech DeliveryLeadership
Sheri B. Bronstein
Chief People OfficerLeadership
Pratham Chadha
Assistant Vice President Tech ConsultantLeadership
Thai-An du
Director, Securities Lending Hedge Fund SalesLeadership
Felipe Gama
Vice President - Infrastructure Engineer IILeadership

1068 more people are available in the full profile.

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Complete people profiles for Merrill Lynch

Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.

  • Full employee list
  • Team structure
  • Board tenure
  • Professional contacts

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Investments & Acquisitions by Merrill Lynch

Merrill Lynch has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Advantage Solutions, Goebel and HCA Healthcare.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Appointment booking website for dental care
mydentist.co.ukManchester, United Kingdom1996Feb 2008β€’β€’β€’β€’
Multi-specialty hospitals and surgery centers are operated nationwide.
hcahealthcare.comNashville, United States1968Nov 2006β€’β€’β€’β€’
Designer of home decor products
goebel.deBad Staffelstein, Germany1871Jun 2006β€’β€’β€’β€’
Consumer packaged goods sales and digital marketing services are provided.
advantagesolutions.netIrvine, United States1987Mar 2006$1.05B
Car rental services are provided to customers worldwide.
hertz.comEstero, United States1918Dec 2005$15B
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Complete acquisition details for Merrill Lynch

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Merrill Lynch

10 dated milestones of Merrill Lynch across 18 years, from founding to its latest funding, stage changes and deals.

  1. Founded Merrill Lynch is founded.
  2. IPO Lists on the stock exchange (IPO).
  3. Acquisition Acquires Hertz.
  4. Acquisition Acquires Advantage Solutions.
  5. Acquisition Acquires Goebel.
  6. Acquisition Acquires HCA Healthcare.
  7. Funding First funding round of $2.0B.
  8. Acquisition Acquires Mydentist.
  9. Funding Latest funding round, Post-IPO, of $50.0M.
  10. Exit Acquired by Bank of America.

Competitors of Merrill Lynch

Merrill Lynch has 3 listed competitors in our database, 1 of them funded. They include Truist, Equity Bank and Citi.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
truist.com1872Charlotte, United States55,480
Wealth advisory and banking services are offered to clients.
equitybank.com2002Wichita, United States$89.7M
Commercial banking services are provided to businesses and individuals.
citigroup.com1812New York, United States500
Diversified financial services are offered through commercial banking operations.
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Detailed competitors of Merrill Lynch

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  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Merrill Lynch

The website of Merrill Lynch (ml.com) receives about 15.7M visits a month and ranks #3,283 among all websites worldwide, #199 in Investing.

  • Monthly visits
    15.7M

    ▲ 16.7% vs previous month

  • Unique visitors
    2.2M

    per month

  • Global rank
    #3,283

    among all websites

  • Category rank
    #199

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Merrill Lynch. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
merrilledge.com
100%
#41,421View details
schwab.com
86%
94M#365View details
jpmorgan.com
74%
5.5M#10,760View details
morganstanley.com
73%
4.7M#14,250View details
fidelity.com
72%
129.5M#275View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Merrill Lynch

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  • 40 similar websites
  • Audience overlap
  • Engagement analytics
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Verified entity values are shown only after access is granted.

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Related news about Merrill Lynch

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Frequently Asked Questions about Merrill Lynch

Merrill Lynch was founded in 1990 and raised its 1st funding round 18 years after it was founded.

Merrill Lynch is headquartered in New York, United States. It is registered at New York, New York, United States.

Annual revenue of Merrill Lynch is $4.07K as on Sep 30, 2022.

Merrill Lynch was founded in 1990 and operates as a commercial bank based in New York, United States. Investment management, wealth advisory, and banking operations are conducted through its global network. Services encompass brokerage, lending, and asset management for institutional and individual clients. Leadership includes Managing Director Raj Sharma, with activities focused on the financial services industry across key markets.

Merrill Lynch's top competitors include Truist, Citi and Equity Bank.

Merrill Lynch offers Investment Solutions, Banking Products, and Wealth Planning.

Merrill Lynch has made 5 acquisitions, including Advantage Solutions, Goebel, and HCA Healthcare.

Merrill Lynch has 3 investors. Key investors include Bank of America, Hana Financial Group, and Kuwait Investment Authority.

Yes. Merrill Lynch was acquired by Bank of America in September 2008.

The website of Merrill Lynch receives about 15.7 million visits a month and ranks #3,283 among all websites worldwide.

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