Meridian Financial

  • Financial Services
  • Raleigh NC
  • 12 employees
Employee Directory Email Format Management Departments
Get Full Info

Company Overview

Website
meridianfinancial.nm.com
Employees
12
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Recent News & Media

Apple Inc. (NASDAQ:AAPL) is Meridian Financial Partners LLC’s 5th Largest Position

  • Jul 9, 2025
  • defenseworld.net

Meridian Financial Partners LLC Has $5.32 Million Stock Position in Microsoft Corporation (NASDAQ:MSFT)

  • Jul 9, 2025
  • marketbeat.com

Sumitomo Mitsui DS Asset Management Company Ltd Takes $657,000 Position in Reddit Inc. (NYSE:RDDT)

  • Jul 9, 2025
  • marketbeat.com

Kennon Green & Company LLC Purchases 38,613 Shares of Kenvue Inc. (NYSE:KVUE)

  • Jul 4, 2025
  • marketbeat.com

3,286 Shares in Reddit Inc. (NYSE:RDDT) Purchased by Meridian Financial LLC

  • Jul 2, 2025
  • marketbeat.com

How Meridian’s financial wellness offerings benefit employees, organization as a whole

  • Nov 15, 2024
  • benefitscanada.com

Who is Meridian Financial

Meridian Financial is a company based in Raleigh, North Carolina, with 12 employees. Meridian Financial specializes in providing financial planning services to a variety of clients, including business owners, executives, retirees, and professional athletes. Their services are designed to help clients achieve their financial goals while minimizing stress. Meridian Financial distinguishes itself by focusing on the transition from financial success to life significance. They work with clients to create and implement personalized financial plans that align with their individual goals and values. For more information about Meridian Financial and their services, please visit their website at meridianfinancial.nm.com.

Meridian Financial Industry Tags

Financial Services
View All Industry Tags

Companies Similar to Meridian Financial

Analyze industry trends and opportunities by examining competitors and companies comparable to Meridian Financial, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in

Manhattan Bridge Capital Inc

 10M New York, NY

Aardvark Trading

 10M 5 Chicago, IL

ABLE Financial Group

 10M 12 Scottsdale, AZ

Ahoy Insurance

 10M 21 New York, NY 2001

AIO Logic

 10M 5 Chicago, IL
View More Companies

FAQ

What is the location of Meridian Financial's headquarters?
The headquarters of Meridian Financial are situated at 1201 Edwards Mill Road, Raleigh NC
What is Meridian Financial's official website?
The official website of Meridian Financial can be found at meridianfinancial.nm.com.
What is Meridian Financial's current revenue?
As of August 2023, Meridian Financial's annual revenue reached $10B.
How many employees does Meridian Financial currently have?
Meridian Financial employs approximately 12+ people as of August 2023
Which industries is Meridian Financial primarily operating in?
Meridian Financial operates in the following industries: Credit, Finance
What are Meridian Financial's industry tags?
Meridian Financial's industry tags include: Financial Services

Employee Directory

Key Employees

Kaitlin Schrull

Associate Wealth Management Advisor

Phone Email

Caitlin Hunnicutt

Director of Marketing and Business Development

Phone Email

Margaret Lovell

Insurance Coordinator

Phone Email