Merchant Investment Management
Merchant Investment Management is a private partnership based in New York City, founded in 2016, that specializes in providing growth capital and strategic resources to independent financial services companies, particularly those in wealth and asset management. The firm works collaboratively with its partners, offering non-controlling support to help these companies scale effectively and enhance client value. Merchant focuses on optimizing business infrastructure and facilitating both organic and inorganic growth opportunities. It also designs tailored investment solutions and provides collaborative capital to meet a range of business needs, thereby unlocking greater value and fostering entrepreneurial opportunities. Merchant's expertise extends to various sectors, including software, information technology, fintech, and SaaS, reflecting its commitment to fostering innovation within the financial services landscape.
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 2021
Axiom Financial Strategies Group specializes in personalized financial planning and wealth management services aimed at individuals, families, family enterprises, and entrepreneurs. The firm focuses on helping clients grow and protect their wealth through tailored solutions that encompass family and business governance, investment management, financial strategy, retirement planning, and liability and risk management. By leveraging deep subject matter expertise, Axiom Financial Strategies Group provides reliable financial assistance and guidance to ensure that clients can navigate their unique financial landscapes effectively.
Private Equity Round in 2021
Signet Financial Management is an independent financial advisory firm managing $850 million in assets. The firm specializes in integrated wealth and investment management, focusing on a personalized approach to help clients achieve their long-term financial objectives. Signet is recognized for its evidence-based investing strategies, offering a range of actively managed, multifactor investment options aimed at capital appreciation, income generation, and risk management. In addition to wealth management services, Signet provides investment consultation for retirement plans, including 401(k), 403(b), and SEP plans, as well as services for endowments and foundations. The firm caters to a diverse clientele, including families, high-net-worth individuals, retirement plans, and trusts.
Private Equity Round in 2020
Miracle Mile Advisors, LLC is an employee-owned investment manager based in Los Angeles, California, with an additional office in Newport Beach. Founded in 2007, the firm specializes in providing tailored financial services primarily to high net worth individuals, as well as pension and profit-sharing plans. Miracle Mile Advisors manages client-focused portfolios, investing mainly in exchange-traded funds, bonds, index funds, and real estate. The firm employs a combination of in-house and external research to inform its investment strategies. In addition to portfolio management, Miracle Mile Advisors offers services such as asset allocation, portfolio design, valuation models, investment policy reviews, and risk management to various entities, including endowments, foundations, pension funds, and non-profit organizations.
Private Equity Round in 2020
Wealth Advisor Growth Network, LLC is a consulting firm based in Denver, Colorado, specializing in enhancing efficiency for wealth management firms. Established in 2019, the company aids independent advisors, registered investment advisors (RIAs), aggregators, and asset managers in various aspects of business development. Their services include managing the startup process, forming new entities, and building the necessary infrastructure to support enhanced revenue generation. The firm is dedicated to optimizing existing operations and facilitating growth in a competitive landscape, having assisted hundreds of firms nationwide, including some of the largest players in the industry. Additionally, Wealth Advisor Growth Network develops a financial network platform that focuses on improving client satisfaction and expanding revenue streams according to the strategic goals of its clients.
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