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.
Argos Wealth Advisors is an investment advisory firm located in Sacramento, California, founded in 2007. The firm specializes in providing client-centered investment management consulting services, catering to clients with portfolios between $5 million and $500 million. Argos Wealth Advisors focuses on delivering growth capital, management resources, and strategic financial opportunities, ensuring that its clients receive tailored solutions to meet their investment needs. The firm's assets are managed by its executive management team, which emphasizes a personalized approach to wealth management.
Private Equity Round in 2022
Argos Wealth Advisors is an investment advisory firm located in Sacramento, California, founded in 2007. The firm specializes in providing client-centered investment management consulting services, catering to clients with portfolios between $5 million and $500 million. Argos Wealth Advisors focuses on delivering growth capital, management resources, and strategic financial opportunities, ensuring that its clients receive tailored solutions to meet their investment needs. The firm's assets are managed by its executive management team, which emphasizes a personalized approach to wealth management.
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 Financial Management is an independent financial advisory firm based in Parsippany, New Jersey, managing approximately $850 million in assets. Established in 1988, the firm specializes in integrated wealth management and investment management, focusing on personalized financial planning to help clients achieve their long-term financial objectives. Signet is recognized for its evidence-based investing approach, offering a range of actively managed, multifactor strategies aimed at capital appreciation, income generation, and effective risk management. In addition to individual wealth management, the firm provides investment consultation and strategies for various retirement plans, as well as support for endowments and foundations.
Private Equity Round in 2020
Composition Wealth is a wealth management firm known for its fiduciary approach and data-driven strategies. Founded in 2007, it focuses on providing personalized financial guidance that aligns with clients' individual needs and aspirations. The firm's advisors combine analytical techniques with a deep understanding of clients' goals to help them achieve a meaningful return on life (ROL) beyond mere financial gains. Composition Wealth is dedicated to offering tailored advice, robust technology solutions, and ongoing support to ensure clients' financial strategies evolve 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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