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.
MERCHANT INVESTMENT MANAGEMENT
Industry:
Asset Management Financial Services
Founded:
2017-01-01
Status:
Active
Contact:
646-979-4070
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Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2022-05-02 | Argos Wealth Advisors | Merchant Investment Management investment in Private Equity Round - Argos Wealth Advisors | N/A |
| 2022-02-23 | Truvestments | Merchant Investment Management investment in Private Equity Round - Truvestments | N/A |
| 2022-02-10 | Fusion Family Wealth | Merchant Investment Management investment in Private Equity Round - Fusion Family Wealth | N/A |
| 2022-02-01 | River Wealth Advisors | Merchant Investment Management investment in Private Equity Round - River Wealth Advisors | N/A |
| 2021-03-05 | Axiom Financial Strategies Group | Merchant Investment Management investment in Private Equity Round - Axiom Financial Strategies Group | N/A |
| 2021-02-26 | Signet Financial Management | Merchant Investment Management investment in Private Equity Round - Signet Financial Management | N/A |
| 2020-12-17 | Miracle Mile Advisors | Merchant Investment Management investment in Funding Round - Miracle Mile Advisors | N/A |
| 2020-02-04 | Wealth Advisor Growth Network | Merchant Investment Management investment in Private Equity Round - Wealth Advisor Growth Network | N/A |
More informations about "Merchant Investment Management"
Philosophy — Merchant Investment Management
Merchant defines our team, organization, and role in the Independent Wealth and Asset Management Industry. ... and innovative investment solutions for their clients. We have deep …See details»
Merchant CFO Services - Merchant Investment Management
Amit Grover serves as President of Merchant CFO Services. He is responsible for setting the strategic direction of the company, cultivating client relationships, and overseeing its financial …See details»
Merchant Investment Management - Crunchbase
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. …See details»
Merchant Looks to Double Its Balance Sheet as It ... - Wealth …
Jun 7, 2024 Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, is in the …See details»
An Advisor Expands His Business with Merchant’s Help
Stan Gregor, CEO of Summit Financial, talks about how Merchant Investment Management helped him build up his practice. ... but a chance to reshape and elevate an entire …See details»
Merchant Investment Management Information
Merchant Investment Management is based in New York, New York. Top Merchant Investment Management Employees Bryan Staff Co-Founder and Managing Partner at Merchant Investment Management New York, NY, US View. 2 merchantim.com; hotmail.com; 5+ 518472XXXX; 917841XXXX ...See details»
Merchant Announces First Canadian Partnership - Wealth …
Nov 14, 2024 Merchant Investment Management, a New York-based private partnership that provides growth capital and other support to independent financial services firms, has …See details»
What’s Merchant Building? - Wealth Management
Jan 16, 2020 Merchant Investment Management made news this week with its hire of Matt Brinker, who helped Joe Duran build United Capital into a national registered investment …See details»
How Merchant Investment Management supports RIAs …
Feb 3, 2025 Co-founder and managing partner Tim Bello offers perspective on RIA deals, Merchant's "lifecycle equity partners" model, and why the industry could see more capital providers come in.See details»
Team — Merchant Investment Management
Experience that leads to results. The Merchant team brings decades of operating experience and resources, having held senior leadership roles in numerous global financial services firms, including Apollo Global Management, Goldman …See details»
Merchant - Org Chart, Teams, Culture & Jobs - The Org
Merchant is a private partnership providing growth capital, management resources, strategic opportunities and direction to independent financial services companies, particularly those …See details»
Merchant Investment Management grows in influence among RIAs ...
Sep 25, 2019 Spilker, a former Goldman Sachs partner, co-founded Merchant in 2017 as an outgrowth of GPS Investment Partners, a family office and private investment partnership he …See details»
Merchant Investment Management takes minority stake in $1 …
Feb 8, 2022 Inspirion has sold a minority stake to Merchant Investment Management, which holds minority interests in nearly 50 businesses that collectively amount to approximately $110 billion.See details»
What’s Merchant Building? — Merchant Investment Management
Jan 22, 2020 Merchant Investment Management made news this week with its hire of Matt Brinker, who helped Joe Duran build United Capital into a national registered investment …See details»
Merchant Investment Management - Investments, Portfolio
Merchant Investment Management has made 9 investments. Their most recent investment was on Sep 26, 2024 , when Republic Capital Group raised a new funding round. How many …See details»
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News — Merchant Investment Management
Capital from Merchant Investment Management will help Republic expand its service offerings and hire additional staff in the process. ... and multi-custodial wealth management …See details»
IFIC rebrands, expands mandate beyond funds industry - Advisor's …
Mar 24, 2025 The name change, which includes “investment management” instead of “investment funds” wasn’t to “remove ourselves from mutual funds or ETFs,” Mitchell said. …See details»
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An investment Group for Real Estate and Offshore Money Mangement. MIG Investment Group offering fundamental investment strategies. MIG combines the investment team's operational …See details»
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DIVERSIFIED CONTRACTING SERVICES LLC is an entity in Woodbridge, Virginia registered with the System for Award Management (SAM) of U.S. General Services Administration …See details»