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Meridian Investments, LLC competitors & alternatives
The 12 closest competitors and alternatives to Meridian Investments, LLC among financial services companies — ranked by similarity to what Meridian Investments, LLC actually does, not by market-cap band.
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About 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.
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 →
Top 12 Meridian Investments, LLC competitors
Ranked by semantic similarity — how close each company is to Meridian Investments, LLC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
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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.
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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.
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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.
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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.
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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.
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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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Future Capital is a registered investment advisor that provides retirement planning tools, portfolio management, and financial guidance services. It serves individual plan participants as well as financial professionals, plan sponsors, and advisors.
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Palladian Asset Management is an independent wealth management firm that provides fiduciary financial services to families. The company offers personalized investment management, retirement planning, financial planning, and estate trust planning.
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Carson Capital LLC is a registered investment adviser that provides full-service financial planning, investment management, and coaching for growth-minded families and individuals. Operating as a fiduciary, the firm offers ongoing wealth management and comprehensive financial strategies covering cash flow, investments, estate planning, taxes, and debt.
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Vericimetry Advisors LLC provides quantitative investment management services tailored for the individual clients of independent financial advisors. The firm builds broadly diversified investment strategies using both academic and proprietary quantitative research based on defined fundamental characteristics.
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Midtown Financial Ltd. (operating as Midtown Financial Advisors) is a registered investment adviser based in North Carolina that provides wealth management and holistic financial planning services. The firm serves individual clients by offering personalized investment strategies and guidance to support various aspects of their financial lives.
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Infinite Wealth Planning, LLC provides comprehensive financial planning and wealth management services to professionals, business owners, and retirees. The company offers specialized guidance in lifestyle planning, investment management, tax strategy, estate planning, and insurance evaluation.
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