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Merit Financial Advisors

136 employees

Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial planning.

Basic info

Industry

financial services

Sectors

Retirement Planning
Widowhood
Financial Services
Divorcees
Succession Planning
Women Leaders
Independent Advisors
Independent Financial Advisor
Mergers & Acquisitions
Investment Management
Financial Advisor
Hybrid RIA
Risk Mitigation
Wealth Management
Estate Planning
Technology
FinTech
Portfolio Strategy
WealthTech
Financial Planning
Growth Strategy
Retirement

Date founded

1998

Funding rounds raised

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Merit Financial Advisors raised undisclosed on January 11, 2021

Investors: Wealth Partners Capital Group, LLC and HGGC

FAQ