Merit Financial Advisors

Merit Financial Advisors is a financial services and wealth management company founded in 2012. With the slogan "On a mission to help advisors grow and advance their business," Merit is dedicated to supporting clients in exceeding their financial goals and advisors in evolving and expanding their businesses. The company provides advisors affiliated with independent broker-dealers, as well as registered investment advisors, with practice management resources, industry-leading technology, operational support, and investment expertise to drive growth and deliver a superior client experience. In January 11, 2021, Merit Financial Advisors secured a Private Equity Round investment from HGGC and Wealth Partners Capital Group. This investment aims to further empower Merit in its mission to support advisors and clients in achieving financial success. Merit's commitment to advancing the capabilities of financial advisors and elevating client experiences positions it as an attractive opportunity for venture capital firms seeking investments in the financial services sector. More information about Merit Financial Advisors and its offerings can be found on their website at https://www.meritfinancialadvisors.com/for-advisors/.