About Merriman
Merriman is a Financial Services company based in Seattle (United States) founded in 1983. It provides wealth management, asset advisory, and business planning for clients. It operates on a B2C and B2B model. Merriman has completed 2 acquisitions, including Carter & Carter and Summit Capital. Merriman offers products and services including Wealth Management Services, Asset Management Services, and Business Management Services. Its focus areas include FinTech, Wealth Management, Asset Management and Business Planning. Its legal entity is MERRIMAN, INC. Similar companies include AlphaSense, Fidelity Investments and Morgan Stanley; 2 of its 3 listed similar companies have raised funding.
Company details
Merriman Wealth Management, now part of Focus Partners Wealth, delivers comprehensive financial services including wealth, asset, and business management. They assist clients with retirement planning, generational preparation, and business growth through personalized relationships. Operating in locations like Seattle, Bellevue, Spokane, and Eugene, they focus on helping individuals and businesses control their financial futures with innovative strategies and partnerships.
- Headquarters Seattle, United States
- SectorsFinancial Services
- Website merriman.com
- Social X Facebook
- Legal Name Merriman, Inc.
- Investments & AcquisitionsCarter & Carter
& 1 more
Products & Services of Merriman
Merriman offers a comprehensive portfolio of products and services, including Wealth Management Services, Asset Management Services, and Business Management Services.
Offers personalized financial planning and asset management for clients.
Provides strategies for asset growth and retirement preparation.
Assists with business growth and generational financial planning.
People of Merriman
6 people are tracked at Merriman (1 in leadership, 5 in team).
| Name | Role | Group |
|---|---|---|
Rodney Gonzales | Director Of Information System | Leadership |
Lev Marcus | Research Analyst | Team |
Jany L. | Client Services Associate | Team |
Andrew J. Meyercord | Information Technology System Engineer | Team |
Aaron Spencer | Senior Wealth Advisor | Team |
Mike Ersser | Wealth Advisor | Team |
Complete people profiles for Merriman
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Investments & Acquisitions by Merriman
Merriman has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Carter & Carter and Summit Capital.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management, financial planning, and investment advisory services are provided. | carterandcarter.com | Eugene, United States | 1988 | Jul 2017 | •••• | |
Diversified investment management is handled across multiple asset classes. | summitcapital.com | Seattle, United States | 1996 | Apr 2016 | •••• |
Complete acquisition details for Merriman
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Timeline of Merriman
3 dated milestones of Merriman across 34 years, from founding to its latest funding, stage changes and deals.
- Founded Merriman is founded.
- Acquisition Acquires Summit Capital.
- Acquisition Acquires Carter & Carter.
Similar companies to Merriman
Merriman has 3 listed similar companies in our database, 2 of them funded. They include AlphaSense, Fidelity Investments and Morgan Stanley.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| alpha-sense.com | 2011 | New York, United States | $1.39B | 438 | AI-powered market intelligence and search platform is operated. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. |
Detailed similar companies of Merriman
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Web traffic of Merriman
Websites that share an audience with Merriman (merriman.com).
Websites whose visitors overlap most with Merriman. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| rohatyngroup.com | 89% | 8K | #2,676,984 | View details |
Top companies in Asset Management
3 companies that operate in the same segment as Merriman (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Merriman
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Frequently Asked Questions about Merriman
Merriman was founded in 1983.
Merriman is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
Merriman Wealth Management, now part of Focus Partners Wealth, delivers comprehensive financial services including wealth, asset, and business management. They assist clients with retirement planning, generational preparation, and business growth through personalized relationships. Operating in locations like Seattle, Bellevue, Spokane, and Eugene, they focus on helping individuals and businesses control their financial futures with innovative strategies and partnerships.
Merriman's top competitors include Fidelity Investments, AlphaSense and Morgan Stanley.
Merriman offers Wealth Management Services, Asset Management Services, and Business Management Services.
Merriman has made 2 acquisitions, including Carter & Carter, and Summit Capital.
Merriman operates through Merriman, Inc..