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
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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.
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
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Funding Insights of Merriman
Detailed funding history 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.
Investment portfolio details for Merriman
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| 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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Locked | Locked | 1996 | Locked | |
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Wealth management, financial planning, and investment advisory services are provided.
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Locked | Locked | 1988 | Locked |
Complete acquisition details for Merriman
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Financial Statements - Merriman
Detailed financials for Merriman
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Merriman Comparisons
Peer comparison for Merriman
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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.
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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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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Detailed competitors of Merriman
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Latest news on Merriman
Complete news archive for 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, Investec and AlphaSense.
Merriman offers Wealth Management Services, Asset Management Services, and Business Management Services.
Merriman has made 2 acquisitions, including Carter & Carter, and Summit Capital.