Merit Financial Group
Operator of an investment advisory firm intended to establish, educate and satisfy the financial goals of individuals. The company's services included wealth management, financial wellness, investment management, wealth advising and risk mitigation, enabling clients to gain financial freedom and exceed their goals.
Total Investments
40
Portfolio Companies
0
Exits
0
Funds
0
Investment Activity
Recent deal flow and investment pace
Last 6 Months
7
deals
Last 12 Months
15
deals
Last 2 Years
21
deals
Investment Focus
AUM
$19.9B