About Merriman
Merriman is a company based in Seattle (United States) founded in 1983. It operates as a B2C, and B2B. 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. Merriman operates in a competitive market with competitors including AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, among others.
- Headquarter Seattle, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Merriman, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Carter & Carter
& 1 more
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Products & Services of Merriman
Merriman offers a comprehensive portfolio of products and services, including Wealth Management Services, Asset Management Services, and Business Management Services. 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.
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.
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Funding Insights of Merriman
| 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 Merriman
Merriman has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Carter & Carter and Summit Capital. 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.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Diversified investment management is handled across multiple asset classes.
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1996 | ||||
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Wealth management, financial planning, and investment advisory services are provided.
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1988 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Merriman
| 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 |
Merriman Comparisons
Competitors of Merriman
Merriman 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 AlphaSense, Fidelity Investments, Investec, Morgan Stanley and Northwestern Mutual, 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 |
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| domain | founded_year | HQ Location |
AI-powered market intelligence and search platform is operated.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| 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 Merriman
Frequently Asked Questions about Merriman
When was Merriman founded?
Merriman was founded in 1983.
Where is Merriman located?
Merriman is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
What does Merriman do?
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.
Who are the top competitors of Merriman?
Merriman's top competitors include Fidelity Investments, Investec and AlphaSense.
What products or services does Merriman offer?
Merriman offers Wealth Management Services, Asset Management Services, and Business Management Services.
How many acquisitions has Merriman made?
Merriman has made 2 acquisitions, including Carter & Carter, and Summit Capital.
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