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MeridianFinancial Group

About Meridian

The financial platform we wished existed.

Meridian is a team of operators, engineers, and bankers building a single, modern home for the way you spend, save, invest, and grow.

Our Mission

Build the financial platform we wished existed.

We started Meridian in 2019 because we were tired of stitching together six different apps just to manage our own money. Banking was slow, investing was opaque, and nothing talked to anything else.

So we built it ourselves — a single platform where spending, saving, investing, and wealth all live together. Today, more than 2.4M members across 32 countries trust Meridian to power their financial life.

2019

Founded

32

Countries

SOC 2

Type II

Our Story

From three founders to 2.4 million members.

Six years, three continents, and one product built around a single idea: your money should work as fast as you do.

  1. 2019

    Founded in San Francisco

    Three former Goldman, Stripe, and Plaid engineers set out to build the unified financial platform they wished existed for themselves.

    Day one

  2. 2020

    App launches in beta

    Closed $25M Series A. Launched the Meridian app to a waitlist of 40,000 founding members across the U.S.

    $25M Series A

  3. 2021

    Crossed 100K members

    Added business banking and integrated treasury for early-stage companies. Became the financial home for 1,200+ startups.

    100K members

  4. 2023

    Wealth and investing go live

    Launched fractional investing, ETF portfolios, and our first wealth advisory product. Surpassed 1M members and $5B in balances.

    1M members

  5. 2024

    Global expansion

    Opened Meridian to members in 22 additional countries across the UK, EU, and APAC. Achieved SOC 2 Type II certification.

    32 countries

  6. 2026

    $28B on platform

    Today, more than 2.4M members worldwide trust Meridian for the way they bank, save, invest, and grow — with a team of 800+ across three continents.

    2.4M+ members

Our Values

The principles that show up in the product.

01

Members come first

We answer to the people who use our product, not to ad networks or hidden fees. The right answer is always the honest one.

02

Default to clarity

No jargon, no fine print, no surprise charges. We show our work and explain the why behind every product decision.

03

Move fast, build right

We ship weekly. Every feature is rigorously tested, audited, and stress-tested — speed without sacrificing security.

04

One global product

We build a single platform that works whether you're in Austin, Amsterdam, or Auckland. Borders shouldn't define your money.

Leadership

The team building the platform.

Operators and engineers from Stripe, Plaid, Goldman, Wealthfront, and Square — building the financial product they always wished they had.

CM

Catherine Mercer

Co-Founder & CEO

ex-Stripe

JO

James Okonkwo

Co-Founder & CTO

ex-Plaid

EV

Dr. Elena Vasquez

Chief Investment Officer

ex-Goldman Sachs

MR

Marcus Reilly

Head of Business Banking

ex-Brex

AP

Aisha Patel

Head of Wealth

ex-Wealthfront

HL

Henrik Lindgren

Chief Compliance Officer

ex-Square

Get Started

Join 2.4M+ members on Meridian.

Open your account in under four minutes — or chat with our team if you want to see the platform first.