Basic info
Industry
financial services
Sectors
Wealth Management
Independent Advisors
Financial Planning
WealthTech
Estate Planning
Retirement Planning
Widowhood
Growth Strategy
Succession Planning
Portfolio Strategy
Investment Management
Women Leaders
Financial Advisor
Divorcees
Technology
Mergers & Acquisitions
Retirement
Financial Services
Independent Financial Advisor
FinTech
Hybrid RIA
Risk Mitigation
Date founded
1998
Funding rounds raised
M
Merit Financial Advisors raised undisclosed on January 11, 2021
Investors: Wealth Partners Capital Group, LLC and HGGC