Wealth Management
Generational wealth, intelligently planned.
Bespoke investment strategies and comprehensive financial planning for high-net-worth individuals, families, and family offices, delivered by a dedicated team of advisors.
Solutions
Explore the wealth management portfolio.
Each solution is designed by specialists and delivered through a single, coordinated relationship team.
Investment Management
Personalized portfolio strategies.
Discretionary and advisory portfolios across asset classes and risk profiles.
Minimum
$5M
Asset Classes
12+
Private Banking
Exclusive services for distinguished clients.
White-glove banking and lending for ultra-high-net-worth individuals.
Minimum
$10M
Lending
Up to $500M
Financial Planning
A blueprint for your future.
Holistic planning across investments, taxes, estate, and philanthropy.
CFP®
85% of team
Plan Update
Annual
Trust & Estate
Protect and transfer your legacy.
Fiduciary services, trustee solutions, and estate administration.
Setup time
< 14 days
Jurisdictions
All 50
Retirement Planning
Secure your financial future.
401(k), IRA, and pension strategies tailored to your timeline.
Retirees Served
850k+
Plan Sponsors
12,000
Why Meridian
A modern approach to wealth management.
Built from scratch by people who were tired of legacy banking. Every product is designed around how you actually live, work, and grow your money — with real humans behind every interaction.
2.4M+
Active members
$28B
Balances on platform
32+
Countries supported
4.9★
App Store rating
Common Questions
Questions, answered.
Don't see your question? Our relationship bankers are available 24/7 to help.
Get Started
Ready to explore wealth management?
Connect with a wealth management specialist to discuss your goals and design the right solution.