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Merchant Investment Management logo

Merchant Investment Management

Investments
3
Lead Investments
3

Merchant Investment Management is a private partnership that provides growth capital, management resources, strategic opportunities, and direction to independent financial services firms. They make equity investments as a non-controlling and collaborative growth partner to help owner-operators scale their businesses effectively.

Founded 2017
North America, United States
11-50
merchantim.com
PitchBook

Highlights

Focus Areas

Financial Services
Asset Management
Consulting
Finance
Wealth Management

Notable Investments

Concurrent Advisors logo
Succession Link logo
Wealth Advisor Growth Network logo

Investment History

Team