Insights

Strong Investment Activity Meridian Wealth Management has a history of actively investing in diverse assets, including stakes in major companies like Chubb, MetLife, Lendingtree, Royal Bank of Canada, and Raymond James, indicating a focus on asset management and portfolio diversification opportunities.

Growth Potential With a revenue range between 1 million and 10 million and a small dedicated team, Meridian is positioned for growth, offering opportunities to introduce scalable financial solutions and advanced wealth management technologies.

Sustainability & Diversification The company's investment in varied sectors suggests an openness to expanding into new asset classes, creating potential for partnerships in sustainable investing, alternative assets, or diversified financial products.

Tech Stack Utilization Utilization of multiple digital tools like Shopify, Yoast SEO, and Fusion Ads indicates an active online presence and openness to digital marketing, presenting opportunities to provide cutting-edge fintech solutions or digital engagement platforms.

Market Positioning Operating in the competitive financial services industry with a focus on personalized, client-centric advice, Meridian is an ideal candidate for premium financial planning tools, advanced analytics, and relationship management systems tailored to boutique financial firms.

Meridian Wealth Management Tech Stack

Meridian Wealth Management uses 8 technology products and services including Fusion Ads, Shopify, Font Awesome, and more. Explore Meridian Wealth Management's tech stack below.

Fusion Ads

Advertising

Shopify

E-commerce

Font Awesome

Font Scripts

Lodash

Javascript Libraries

Yoast SEO

Search Engines

Apache

Web Servers

Sumo

Widgets

BDOW

Widgets

Frequently Asked Questions

Where is Meridian Wealth Management's headquarters located?

Meridian Wealth Management's main headquarters is located at 8-34 Gladstone Park Dr, Shop 33 Gladstone Park, Victoria 3043, AU. The company has employees across 2 continents, including North AmericaOceania.

What is Meridian Wealth Management's phone number?

You can contact Meridian Wealth Management's main corporate office by phone at

+1-949-916-****

. 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 Meridian Wealth Management's official website and social media links?

Meridian Wealth Management's official website is meridianwealth.com.au and has social profiles on LinkedIn.

What is Meridian Wealth Management's NAICS code?

Meridian Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Meridian Wealth Management have currently?

As of October 2025, Meridian Wealth Management has approximately 3 employees across 2 continents, including North AmericaOceania. Key team members include Managing Director & Principal Adviser: P. D.Registered Investment Advisor: K. B.. Explore Meridian Wealth Management's employee directory with LeadIQ.

What industry does Meridian Wealth Management belong to?

Meridian Wealth Management operates in the Financial Services industry.

What technology does Meridian Wealth Management use?

Meridian Wealth Management's tech stack includes Fusion AdsShopifyFont AwesomeLodashYoast SEOApacheSumoBDOW.

When was Meridian Wealth Management founded?

Meridian Wealth Management was founded in 2004.

Meridian Wealth Management

Q: How many employees does Meridian Wealth Management have currently?

Meridian Wealth Management has approximately 3 employees.

Q: What technology does Meridian Wealth Management use?

Meridian Wealth Management's tech stack includes ShareThis, Shopify, Google Maps, WordPress Super Cache, oEmbed.

Financial ServicesAustralia2-10 Employees

Meridian Wealth Management is a Melbourne-based financial planning and wealth management firm. It was started by Paul Dunn in 2004 after he saw first-hand the inefficiencies and ineffectiveness in the big financial companies.

Paul’s mission is to help people with realistic financial advice and achievable goals. Living well and retiring comfortably aren’t out of reach for average Australians – solid planning and hard work (and some really good advice) are all you need.

Meridian Wealth Management guides clients through all kinds of life events. Whether you’ve encountered a rough patch or a purple one, Meridian can give strategic advice that helps you make the most of your situation.

Many financial firms offer services only from the bank and insurance company that owns them. Meridian is privately owned, so the service you’re recommended is the best one for you.

Australian Financial Services & Credit Licence No. 446448.

Insights

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