Merriman Overview

  • Founded
  • 1983
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 63
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Merriman General Information

Description

Provider of wealth management services. The company offers its services to high net worth individuals, pension and profit sharing plans, pooled investment vehicles, charitable organizations and corporations, enabling successful professionals to make smart decisions with their money and also focus on important things.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 800 Fifth Avenue
  • Suite 2900
  • Seattle, WA 98104
  • United States
+1 (800) 000-0000
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Merriman Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Merriman Executive Team (8)

Name Title Board Seat Contact Info
Jeremy Burger Chief Executive Officer
Kristi Grys Chief Operating Officer & Chief Investment Officer
Erick Aguayo Chief Compliance Officer
Aimee Butler Wealth Advisor
David Martin Advisor
You’re viewing 5 of 8 executive team members. Get the full list »

Merriman Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Merriman Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 000 15-Apr-2016 000000000000000000 Asset Management 0000 000000
To view Merriman’s complete acquisitions history, request access »