Merchant Investment Management
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those focused on wealth and asset management. Through capital alignment, Merchant is a non-controlling and collaborative growth partner to firms that seek to scale their businesses effectively and create value for their clients by combining personalized and localized service with institutional backing and global access. By establishing and optimizing business infrastructure, providing access to organic and inorganic growth opportunities, designing and accessing bespoke investment solutions and providing collaborative capital solutions to address a variety of business needs, Merchant unlocks greater value and entrepreneurial opportunity.
Private Equity Round in 2022
Argos Wealth Advisors they provides growth capital, management resources, strategic opportunities, and financial services.
Private Equity Round in 2022
Truvestments is an asset and wealth management firm for high-net-worth clients, advisors, and institutions.
Private Equity Round in 2022
Fusion Family Wealth renders investment management and wealth planning services to accounting and law firms.
Private Equity Round in 2022
River Wealth Advisors provides wealth management, retirement planning, investment portfolio and trusts services.
Private Equity Round in 2021
Axiom Financial Strategies Group offers comprehensive, personalized financial planning, wealth management, and transition/succession strategies to individuals, families, family enterprises, and entrepreneurs. The firm collaborates with clients to develop solutions that can include family governance, business governance, investment management, financial strategy, retirement planning, and liability and risk management.
Private Equity Round in 2021
Signet is an independent financial advisory firm with $850 million in assets under management. Signet provides integrated wealth management and investment management, taking a personal approach in guiding investors toward their long-term financial goals. As a leader in evidence-based investing, Signet offers a suite of actively managed, multifactor strategies that seek to deliver capital appreciation, income, and risk management. Additionally, the firm provides investment consultation and strategies for 401(k), 403(b), and SEP plans, along with endowments, foundations, and more.
Private Equity Round in 2020
Composition Wealth is a wealth management firm. Their fiduciary advisors use a data-driven approach that has earned them industry recognition, and they are only getting started. They go beyond the monetary value to achieve their ROL by taking an analytical approach and combining it with their personal needs and desires. They are fiduciaries who are committed to providing guidance, advice, and technology that will grow with clients over time.
Private Equity Round in 2020
Wealth Advisor Growth Network focuses on establishing new, optimizing existing, and growing independent wealth firms along with the best in class firms that serve them. It also focused on helping advisors grow in today’s complex and competitive environment. They have helped hundreds of firms across the country and some of the largest RIAs, aggregators, and asset managers.
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