Insights

Growth partnership Merchant positions itself as a growth capital and strategic partner for independent financial services firms, indicating opportunities to offer scalable funding solutions, strategic advisory, and access to global channels for client acquisition and product expansion.

Wealth management focus Target firms specialize in wealth and asset management, suggesting sales potential for tech-enabled portfolio solutions, RMS/wealth tech integration, outsourced CIO services, and bespoke investment product partnerships.

Capital and ops Emphasis on infrastructure optimization and access to growth opportunities points to upsell potential in technology modernization, workflow automation, data analytics, risk and compliance tooling, and customized financing for expansion plans.

Mid‑market potential Employee count and revenue range imply mid-market client prospects with needs for scalable fintech, white-label platforms, and collaborative capital arrangements that align with firm growth trajectories.

Financial health cues Revenue scale and the reference to external funding align with opportunities to propose performance improvement services, cross-sell with payment processing, client onboarding enhancements, and strategic marketing or retention solutions.

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Merchant Tech Stack

Merchant uses 8 technology products and services including Squarespace, Webpack, Microsoft Excel, and more. Explore Merchant's tech stack below.

Squarespace
Content Management System
Webpack
Development
Microsoft Excel
Editors
Microsoft 365
Email
OpenAI
Generative Ai
Kaplan
Learning Management System
Constant Contact
Marketing Automation
GoDaddy
Web Hosting

Media & News

Merchant's Email Address Formats

Merchant uses at least 1 email format:

Merchant Email Formats	Example	Percentage
First@merchantim.com	John@merchantim.com	100%

Frequently Asked Questions

What is Merchant's phone number?

You can contact Merchant's main corporate office by phone at

+1-646-979-****

. 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?

Merchant is a publicly traded company; the company's stock symbol is MBINM.

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

Merchant's official website is merchantim.com and has social profiles on LinkedIn.

How much revenue does Merchant generate?

As of August 2026, Merchant's annual revenue is estimated to be $500M - $1B.

What is Merchant's NAICS code?

Merchant's NAICS code is 52 - Finance and Insurance.

How many employees does Merchant have currently?

As of August 2026, Merchant has approximately 311 employees across 6 continents, including North America, Asia and Africa. Key team members include Chief Operating Officer: R. W., Co-Founder & Head Of E-Commerce: B. L. and Co-Founder & Head Of Integrations: H. L. Explore Merchant's employee directory with LeadIQ.

What industry does Merchant belong to?

Merchant operates in the Financial Services industry.

What technology does Merchant use?

Merchant's tech stack includes Squarespace, Webpack, Microsoft Excel, Microsoft 365, OpenAI, Kaplan, Constant Contact and GoDaddy.

What is Merchant's email format?

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

When was Merchant founded?

Merchant was founded in 2017.

Merchant

Q: What is Merchant's phone number?

You can contact Merchant's main corporate office by phone at +1-646-979-****.

Q: What is Merchant's stock symbol?

Merchant is a publicly traded company; the company's stock symbol is MBINM.

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

Merchant's official website is merchantim.com. Merchant has social profiles on LinkedIn.

Q: How much revenue does Merchant generate?

Merchant's annual revenue is estimated to be $500M - $1B.

Q: How many employees does Merchant have currently?

Merchant has approximately 311 employees.

Q: What industry does Merchant belong to?

Merchant operates in the Financial Services industry.

Q: What technology does Merchant use?

Merchant's tech stack includes Google Fonts API, Squarespace, Microsoft Excel, Webpack, Microsoft 365.

Q: What is Merchant's NAICS code?

Merchant's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States201-500 Employees

Merchant is a private partnership in the financial services sector that supports independent firms—particularly those focused on wealth and asset management—by providing growth capital, management resources, strategic opportunities, and guidance. It positions itself as a non-controlling, collaborative growth partner, aiming to help firms scale while blending tailored, local service with institutional backing and global access. The company helps establish and optimize business infrastructure, and it offers access to growth opportunities—both organic and inorganic—along with designing bespoke investment solutions and collaborative capital arrangements to address diverse business needs. Based in New York City, Merchant operates within the financial services industry and targets independent wealth and asset management firms seeking to enhance client value and expand entrepreneurial opportunities.