Insights

Capital partnership Merchant positions as a growth partner for independent financial services firms, suggesting a potential sales opportunity to offer scalable capital solutions, strategic resources, and access to global opportunities for portfolio firms seeking to scale.

Wealth tech usage Utilizes a mixed tech stack including OpenAI and modern platforms, indicating openness to advanced technology partnerships, AI-enabled analytics, client experience enhancements, and scalable operations for partner firms.

Private, growth focus As a private partnership focused on growth capital and strategic opportunities, there is a sales opening to tailor bespoke investment solutions, infrastructure design, and collaborative capital for wealth and asset management businesses seeking differentiation.

Industry alignment Target profile aligns with independent financial services and wealth/asset managers; potential opportunities to cross-sell fundraising, capital alignment, and institutional backing services to firms within this ecosystem.

Enterprise readiness Moderate-sized firm with 201-500 employees implies readiness for scalable enterprise services, enabling sales discussions around onboarding, compliance infrastructure, and growth-driven tech implementations for partner firms.

Similar companies to Merchant

Merchant Tech Stack

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

Merchant's Email Address Formats

Merchant uses at least 1 email format:
Merchant Email FormatsExamplePercentage
First@merchantim.comJohn@merchantim.com
100%

Frequently Asked Questions

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 MBINM.

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.

How much revenue does Merchant generate?

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

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 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?

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 Squarespace, Webpack, Microsoft Excel, Microsoft 365, OpenAI, Kaplan, Constant Contact and GoDaddy.

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 logo

Merchant

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.

Section iconCompany Overview

Phone number
Stock Symbol
MBINM
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
201-500

Section iconFunding & Financials

  • $500M - $1B

    Merchant's revenue is estimated to be in the range of $500M - $1B

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.