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Meridian Investments, LLC
Meridian Investments, LLC provides financial planning and investment advisory services to help clients achieve their long-term financial goals, including retirement, tax, and estate planning. The firm assesses clients' risk tolerance and current portfolios to recommend customized investment strategies. Investment advisory services are offered through Virtue Capital Management, LLC, a registered investment advisor.
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Meridian Investments, LLC at a glance
Meridian Investments, LLC is a financial services company headquartered in United States. Its most recent funding round raised $450,000 in September 2021. Xcout tracks 1 named person at Meridian Investments, LLC, including Nicole Nguyen (Principal).
Meridian Investments, LLC leadership
- Nicole NguyenPrincipal
Meridian Investments, LLC funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $450,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Meridian Investments, LLC competitors
A few of Meridian Investments, LLC's closest competitors — see the full list of competitors and alternatives →
Merit Financial Advisors provides comprehensive financial planning, wealth management, tax services, and insurance planning for individuals, businesses, and employers. The company serves individuals navigating major life transitions such as retirement, divorce, and widowhood, operating as a fiduciary to support clients' long-term financial goals.
Maridea Global Capital Management LLC is an independent financial advisory firm that provides wealth management, tax and business services, financial planning, investment management, insurance risk management, and retirement and multi-generational planning. The firm serves families, business owners, philanthropists, founders, professionals, retirees, and institutions.
LifeGoal Investments LLC is an independent wealth management firm that provides personal investment management, financial planning, and tax strategy services. The company serves individuals and families by constructing diversified portfolios and aligning financial situations with long-term goals.
Berkeley Capital Management provides independent investment management and financial planning services. The firm offers customized portfolios and objective financial advice tailored to individual client goals.
Global Wealth Investments, Inc., operating as Global Wealth Management, provides tailored financial planning and investment advisory services to individuals, families, and business owners. The firm specializes in retirement planning, investment strategies, and financial management to help clients secure their financial futures.
Prudent Investment Management is an independent, fee-only registered investment adviser that provides financial planning, portfolio evaluation, and investment management services. The firm primarily serves fiduciaries such as trustees, guardians, and conservators, as well as individual households and families.
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More on Meridian Investments, LLC in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access