Where are Meld Financial employees located globally?

Meld Financial has employees across 1 continents and 1 countries including United States Of America.

How has Meld Financial's team size changed over time?

Meld Financial's team has decreased from approximately 13 to 11 employees based on available data.

Meld Financial Employee Directory

Financial ServicesAlabama, United States11-50 Employees

Meld Financial, Inc. operates in the financial services sector as a financial planning and investment management firm offering unbiased, independent services for individuals and businesses. It is a registered investment adviser headquartered in Birmingham, Alabama, at 3008 Pump House Road, with a team of 11 to 50 employees. The firm emphasizes a client-centric approach, basing decisions and recommendations on what the firm would do for itself under similar circumstances. The company has a history of growth and leadership changes, including hiring Ashley in 2016, appointing Kyle as President in 2021, adding Matthew Gensler in 2024, and the retirement of Patricia Burris in 2026. Meld Financial aims to support clients across their financial lives by pursuing financial stability and independence through comprehensive planning and investment management.

Meld Financial Global Highlights

North America
16

United States Of America
16

Meld Financial's Leadership

T. K.
Vice President, Corporate And Retirement Plan Services
Mobile Phone
Email
B. M. C.
Associate Wealth Manager
Mobile Phone
Email
M. G.
Managing Director & Chief Investment Strategist
Mobile Phone
Email

Meld Financial Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Meld Financial

Name

Title

Contact Info

Location

Last Update

T. K.
Vice President, Corporate And Retirement Plan Services
Mobile Phone
Email
Oct 18, 2024
B. M. C.
Associate Wealth Manager
Mobile Phone
Email
Oct 23, 2024
M. G.
Managing Director & Chief Investment Strategist
Mobile Phone
Email
United StatesNew Jersey
Apr 14, 2026

Frequently Asked Questions

What is Meld Financial known for?

Meld Financial was founded in 1986 operates in the Financial Services industry. The company's main headquarters is located in 3008 Pump House Road Birmingham, Alabama 35243 United States; you can contact the main corporate office by phone at

+1-205-967-****

. Explore Meld Financial's company overview page for more information.

What is Meld Financial's most common email format?

Meld Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Meld Financial email formats with LeadIQ.

How many employees does Meld Financial have currently?

Meld Financial has approximately 12 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Meld Financial's key employees and leadership?

As of May 2026, Meld Financial's key employees include:

Vice President, Corporate And Retirement Plan Services: T. K.
Associate Wealth Manager: B. M. C.
Managing Director & Chief Investment Strategist: M. G.

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Meld Financial Employee Directory

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