Merrill Lynch

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

Merrill Lynch is a company based in New York (United States) founded in 1990 was acquired by Bank of America in September 2008.. Merrill Lynch has completed 5 acquisitions, including Advantage Solutions, Goebel and HCA Healthcare. Merrill Lynch offers products and services including Investment Solutions, Banking Products, and Wealth Planning. Merrill Lynch operates in a competitive market with competitors including Truist, Investec, Equity Bank, Citi and KeyBank, among others.

  • Headquarter New York, United States
  • Stage Public
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
    $4.07 K (USD)
    58
    as on Sep 30, 2022
  • Net Profit
    $-46.1 (USD)
    -203
    as on Sep 30, 2022
  • EBITDA
  • Latest Funding Round
    $50 M (USD), Post-IPO

    Feb 18, 2008

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    Bank of America

    (Sep 15, 2008)

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Products & Services of Merrill Lynch

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

Primary

Provides access to investment options for portfolio management

Offers lending and savings services for personal finance

Assists with retirement and insurance planning strategies

People of Merrill Lynch
Headcount 10000+
Employee Profiles 1075
Board Members and Advisors 14
Employee Profiles
People
Kathleen Phillips
Svp, Human Resources Executive
People
Tammy Hawes
Vp, Compensation Consultant
People
Mendy Knowles
Corporate Strategy: HR Lead For Corporate Transactions / Cross Functional M&a Integration
People
Benjamin Faure
Managing Director

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Board Members and Advisors
people
Lionel L. Nowell
Director
people
Linda P. Hudson
Director
people
Sharon L. Allen
Director
people
Clayton S. Rose
Director

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Funding Insights of Merrill Lynch

  • Total Funding
  • Total Rounds 2
  • Last Round Post-IPO — $50.0M
  • First Round

    (15 Jan 2008)

  • Investors Count 2
Date Amount Transaction Name Valuation Lead Investors Investors
Feb, 2008 Amount Post-IPO - Merrill Lynch Valuation

investors

Jan, 2008 Amount Post-IPO - Merrill Lynch Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Financial management services are provided to individuals and corporates.
Founded Year Domain Location
Serves as Kuwait's sovereign wealth fund managing national investments.
Founded Year Domain Location
Commercial banking and asset management services are offered worldwide.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Appointment booking website for dental care
1996
Consumer packaged goods sales and digital marketing services are provided.
1987
Multi-specialty hospitals and surgery centers are operated nationwide.
1968
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Merrill Lynch

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Merrill Lynch Comparisons

Employees
+
Add Comparison
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Competitors of Merrill Lynch

Merrill Lynch operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Truist, Investec, Equity Bank, Citi and KeyBank, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Wealth advisory and banking services are offered to clients.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Commercial banking services are provided to businesses and individuals.
domain founded_year HQ Location
Diversified financial services are offered through commercial banking operations.
domain founded_year HQ Location
Regional bank
domain founded_year HQ Location
Diversified financial services are offered through commercial banking operations.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Merrill Lynch

Frequently Asked Questions about Merrill Lynch

When was Merrill Lynch founded?

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

Where is Merrill Lynch located?

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

What is the annual revenue of Merrill Lynch?

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

What does Merrill Lynch do?

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.

Who are the top competitors of Merrill Lynch?

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

What products or services does Merrill Lynch offer?

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

How many acquisitions has Merrill Lynch made?

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

Who are Merrill Lynch's investors?

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

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