Insights

Growth Capital Focus Merchant specializes in providing growth capital and management resources to independent financial services firms, presenting opportunities to offer tailored financial solutions, capital deployment strategies, and operational support to enhance their scalability and service offerings.

Strategic Partnerships The company's active engagement in mergers, acquisitions, and strategic alliances with RIAs and asset managers indicates potential for cross-selling of integrated technology, risk management solutions, and strategic advisory services to support expansion initiatives.

Investment Activity Recent significant investments and asset transfers, including a $750 million capital raise and stakes in firms managing billions in assets, highlight opportunities to promote advanced wealth management platforms, compliance solutions, and premium client engagement tools.

Technology Stack Leveraging modern digital tools such as Google Analytics and website infrastructure suggests an openness to technology upgrades and digital marketing solutions, providing avenues to introduce innovative FinTech products and data analytics services.

Market Positioning Positioned as a collaborative growth partner within the financial services industry, Merchant’s focus on personalized, localized services combined with institutional backing presents sales prospects for client segmentation solutions, branding, and client relationship management platforms tailored to high-growth firms.

Merchant Tech Stack

Merchant uses 5 technology products and services including Squarespace, Webpack, Google Fonts API, and more. Explore Merchant's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Google Analytics
    Web Analytics

Media & News

Merchant's Email Address Formats

Merchant uses at least 1 format(s):
Merchant Email FormatsExamplePercentage
First@merchantim.comJohn@merchantim.com
50%
First@merchantim.comJohn@merchantim.com
50%

Frequently Asked Questions

Where is Merchant's headquarters located?

Minus sign iconPlus sign icon
Merchant's main headquarters is located at 600 Madison Ave, New York, New York 10022, US. The company has employees across 5 continents, including North AmericaAsiaSouth America.

What is Merchant's phone number?

Minus sign iconPlus sign icon
You can contact Merchant's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Merchant's stock symbol?

Minus sign iconPlus sign icon
Merchant is a publicly traded company; the company's stock symbol is MBINP.

What is Merchant's official website and social media links?

Minus sign iconPlus sign icon
Merchant's official website is merchantim.com and has social profiles on LinkedIn.

What is Merchant's NAICS code?

Minus sign iconPlus sign icon
Merchant's NAICS code is 52 - Finance and Insurance.

How many employees does Merchant have currently?

Minus sign iconPlus sign icon
As of October 2025, Merchant has approximately 258 employees across 5 continents, including North AmericaAsiaSouth America. Key team members include Cao And Chief Of Staff: H. E.Chief Of Staff: B. M.Vp Of Finance: I. R.. Explore Merchant's employee directory with LeadIQ.

What industry does Merchant belong to?

Minus sign iconPlus sign icon
Merchant operates in the Financial Services industry.

What technology does Merchant use?

Minus sign iconPlus sign icon
Merchant's tech stack includes SquarespaceWebpackGoogle Fonts APIModernizrGoogle Analytics.

What is Merchant's email format?

Minus sign iconPlus sign icon
Merchant's email format typically follows the pattern of First@merchantim.com. Find more Merchant email formats with LeadIQ.

When was Merchant founded?

Minus sign iconPlus sign icon
Merchant was founded in 2017.

Merchant

Financial ServicesUnited States201-500 Employees

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.

Section iconCompany Overview

Headquarters
600 Madison Ave, New York, New York 10022, US
Phone number
Stock Symbol
MBINP
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    Merchant's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Merchant's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.