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.
Location: United States, New York
Employees: 11-50
Founded date: 2017
Investors 1
| Date | Name | Website |
| - | Natural Ca... | naturalcap... |
Mentions in press and media 2
| Date | Title | Description |
| 04.05.2026 | Sowell Management Launches Advisor Partnership Program And Partners With Merchant For Growth Capital | Sowell Management, a leading registered investment advisor serving financial advisors and their clients nationwide with over $6.5 billion in client assets, has announced the launch of its Advisor Partnership Program and a strategic partners... |
| 18.03.2026 | Summit Financial: $1.2 Billion RIA Signet Financial Management Added To Expand National Platform | Summit Financial has announced a minority investment in Signet Financial Management, a New Jersey-based RIA managing $1.2 billion in client assets, as part of its continued national expansion strategy. The partnership, completed in collabor... |