Merchant's approach prioritizes #partnership empowerment. As an operating company, we're afforded the ability to be responsibly creative and give more money to our partners so they can deploy it with our know-how attached. Thank you to WealthManagement.com's Diana Britton for taking the time to catch up. #wealthmanagement #RIA #growth
Merchant
Financial Services
New York, New York 2,237 followers
Merchant is a strategic partner via growth capital to wealth management firms and the community that supports our space
About us
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.
- Website
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http://www.merchantim.com
External link for Merchant
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Partnership
- Founded
- 2017
Locations
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Primary
Get directions
600 Madison Ave
New York, New York 10022, US
Employees at Merchant
Updates
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Merchant reposted this
Honored to be a part of this impressive list. Kudos to our entire BPW TEAM for building a market leading advisory firm!
Congratulations to the finalists of this year's 1000 Advisors to Watch ranking! These 100 advisors had the top scores for winning new clients & increasing assets. Thank you to everyone who participated, and we look forward to seeing you in October at the annual Advisors to Watch Summit in #NYC! https://lnkd.in/griDJXjp
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In-house or outsource? When it comes to #compliance, our partners at AdvisorAssist make the case for having an in-house Chief Compliance Officer. #RIA #wealthmanagement
At AdvisorAssist, it is our belief that we can serve as your compliance office - without the "R" - as you can't remove the "R"esponsibility from the firm. Join Partners Conor I. Anderson and Jennifer Krakower in AdvisorAssists’ Compliance Officer Conundrum whitepaper, as they review the dark side of a fully outsourced CCO, and where competent compliance outsourcing can be the shining light. #compliance #cco #occo #RIA #investmentadvisor #outsourcing #whitepaper
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Merchant reposted this
We're in the Big Apple today for InvestmentNews' RIA Activate event! Our partner, Bryan Staff of Merchant participated in a panel discussion sharing his insights on how activity in the RIA M&A space affects independent and medium-sized firms, and what opportunities the market is presenting to increase its profitability and value. Such a great session!
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One week away from InvestmentNews' #RIAActivate - Attending? Make sure to put the 10:35a panel discussion on your agenda. Suzanne Siracuse dives into #MnA growth strategies for mid-sized #RIAs with Merchant's Bryan Staff, along with Emigrant Partners' Liz Nesvold, AssetMark's Matt Matrisian, MBA & Merit Financial Advisors' Kay Lynn Mayhue, CFP®, AEP®, RFC®
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Merchant's collaboration with Brainvest Brasil has established a premier consortium of #wealthmanagement professionals and multi- #familyoffices who are aligned to achieve our cross-border objectives. Brainvest continues to be a great partner within the Merchant ecosystem, and we're excited to further our partnership with Köli Capital to advance their enterprise https://lnkd.in/eSqu8KNA
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Attending InvestmentNews #RIAConnectNY April 16th? Merchant's Bryan Staff, along with Emigrant Partners' Liz Nesvold, AssetMark's Matt Matrisian, MBA & Merit Financial Advisors' Kay Lynn Mayhue, CFP®, AEP®, RFC® will dive into #MnA growth strategies for mid-sized #RIAs with Suzanne Siracuse. Know your options - and put the 10:35 am panel discussion on your agenda! https://lnkd.in/eY7dCe8k
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Merchant has always believed #MnA is a crucial driver of growth among #financialadvisors and #wealthmanagent firms. Our partners Mark R. Bossey, CFP®, AIF® & Ryan D. Marini, CMFC® AIF® at BostonPremier Wealth, LLC, believe it too. https://lnkd.in/e95QeniP
Why Financial Advisors Are Turning to M&A as a Growth Strategy
https://www.advisorhub.com
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Congrats to our partner Jonathan R. Blau at Fusion Family Wealth - well deserved!
Fusion is proud of Jonathan to be recognized by Long Island Business News among so many accomplished professionals, as a 2023 influencer in banking and finance. Congratulations to all the honorees.
Long Island Business News
libn-ny.newsmemory.com
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Merchant's Bryan Staff lays out the power of collaboration our Ecosystem brings to the #wealthmanagement firms we invest and partner with - Paradigm Financial Partners' merger with Trivium Point Advisory being a great example. More from Wealth Solutions Report's Julius Buchanan:
Triple merger: Trivium Point Advisory, Paradigm Financial Partners and Lyons & Lyons merged into a single firm under Trivium’s name, with a rebranding initiative. The new Trivium continues Paradigm’s previous relationship with Merchant Investment Management as a minority shareholder and strategic partner. Merchant’s Bryan Staff discusses his firm’s active investing approach. READ MORE: https://lnkd.in/gJ-ethN8 #WealthSolutionsReport #M&A #FinancialAdvisors #WealthManagement
Three Firms Merge Into Rebranded And Merchant-Backed Trivium
https://wealthsolutionsreport.com