Meros Equity Global Management

What Meros Equity Global Management does

Meros Equity Global Management s.r.o. is a privately held European investment management company, founded in 2018 and registered with the Czech National Bank under § 15 of ZISIF (registration 2018/097712/CNB/570), operating under MiFID/MiFID II/MiFIR standards from its headquarters in Prague, with additional offices in Wilmington, Delaware and Sharjah (UAE). The company is organized around three wholly-owned investment funds registered in Delaware, Europe, and the UAE, and serves qualified investors, brokers and financial institutions, and Islamic finance issuers.

Its product set centers on access to Pre-IPO/OTC and IPO deals, individual trust management, Prime-of-Prime liquidity services for brokers and crypto projects (delivered via MetaTrader Gateway and FIX API infrastructure processing up to 250 price updates per second), and full-cycle Sukuk issuance supported by underwriting relationships with HSBC, Standard Chartered, and Emirates NBD and CSAA AAOIFI certification. Research is delivered through a CFRA (S&P Global) partnership covering 5,000+ international corporations, and transactions are settled through Euroclear and custodied with Raiffeisenbank, with Ernst & Young conducting the annual audit.

The business model is transaction-based: entry and exit fees of 0.01% to 5%, profit shares of 20% to 30%, plus performance fees on managed accounts, with a Pre-IPO minimum participation threshold of EUR 10,000. The company self-reports an aggregate investment portfolio of €94 million for the Meros Group and an average 29.6% profit on investment accounts, with distribution via direct sales (personal brokers, callback within 15 minutes) and a self-service cabinet (cabinet.meros-equity.com) where accounts can be opened in approximately five minutes.

Name

Meros Equity Global Management

Legal name

Meros Equity Global Management s.r.o.

Website

https://meros-equity.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Meros Equity Global Management is a Czech-registered, MiFID-compliant European investment manager operating three funds across Delaware, Europe, and the UAE, providing qualified investors, brokers, and Islamic finance issuers with Pre-IPO/IPO access, trust management, Prime-of-Prime liquidity, and Sukuk issuance services.

Ownership category

akta.pro rank

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Other Financial Vehicles (525990)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Security & Commodity Brokers, Dealers, Exchanges & Services (6200), Finance Services (6199)

akta.pro primary industry

Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

akta.pro secondary industries

Managed Account / SMA Multi-Manager Platforms (FSANAGAL), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• Pre-IPO investments
• Liquidity services
• Trust management
• Sukuk issuance
• Investment management

Headquarters

HQ city

Wilmington

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Success Fee / Performance Fee: The company's primary income is based on the remuneration from the client's profit success fee, aligning the company's interests with client profitability. This is the core revenue model for investment management services.
2. Entry/Exit Fees - Investment Funds: Investment funds: 1.9% entry fee, 1.9% exit fee, 30% profit share. Blue chip stocks: 0.01% entry fee. Personal broker trading: 3.1% entry fee, 20% profit share.
3. Liquidity Services to Brokers: Provides liquidity services to Brokers, Banks, Hedge funds, Financial startups, Cryptocurrency projects and other companies as a Prime of Prime (PoP) provider. Revenue generated through spreads and transaction fees from providing liquidity access.
4. Sukuk Issuance Services: Full cycle services for structuring and issuing Islamic bonds (Sukuk) including Sharia structuring, financial/legal preparation, and global underwriting through partner banks HSBC, Standard Chartered, and Emirates NBD.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Meros Equity Global Management is a privately held investment management company that provides qualified investors and financial institutions with direct access to Pre-IPO/OTC markets, IPO allocations, and post-IPO liquidity. The firm operates three investment funds across Delaware, Europe, and the UAE, and offers a suite of services spanning trust management, liquidity provision, Sukuk (Islamic bond) issuance, and personalised broker trading under MiFID-compliant regulation.

Product overview

Meros Equity Global Management is a European investment fund providing a suite of financial services centered around IPO and pre-IPO investment access. The core offering consists of Trust Management (individual capital management), Pre-IPO/OTC investments (late-stage venture access), IPO Access (direct public offering participation), and Liquidity Services (Prime of Prime services for financial institutions). Supporting services include Sukuk issuance for Islamic finance, Research powered by CFRA, and personal broker trading assistance. The company operates under Czech National Bank regulation and MiFID standards, connecting investors with opportunities in US and European markets through partnerships with major financial institutions.

Differentiator

Problem solved

Functional benefit

Brands

• Meros Equity Sukuk Services: Islamic finance and Sukuk issuance services with Sharia compliance
• Meros Equity Liquidity
• Meros Equity Trust Management
• Meros Equity Pre-IPO/OTC

Products and services

• Trust Management
• Pre-IPO / OTC Access
• Liquidity Services
• Sukuk Issuance
• IPO Access
• Research Services
• Personal Broker Trading

Quantifiable outcome

• Average profit percentage on investment accounts: 29.6%
• +1 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Six partnerships are on record, tiered core.

• Ernst & YoungcoreOthersMeros Equity is reviewed yearly by one of the world's largest audit consulting companies, Ernst & Young, providing credibility and financial transparency assurance.
• CFRA (S&P Global)coreStrategic or Co-development PartnerCFRA is part of S&P Global and manages the S&P 500 index. CFRA analysts cover over 5,000 international corporations and tens of thousands of investment funds. Meros uses CFRA research for investment decisions with forecasts realized by 84.7%.
• ExantecoreChannel Partner/ Reseller/ DistributorExante is one of the largest European brokers and Meros's first liquidity partner. Meros solutions are available to clients on the Exante platform with hundreds of thousands of instruments. Meros technologies are part of Exante's ecosystem.
• HSBCcoreChannel Partner/ Reseller/ DistributorLeading international bank partner for global underwriting of Sukuk issuance, providing maximum coverage of Arab and European investors.
• Standard CharteredcoreChannel Partner/ Reseller/ DistributorLeading international bank partner for global underwriting of Sukuk issuance, providing maximum coverage of Arab and European investors.
• Emirates NBDcoreChannel Partner/ Reseller/ DistributorLeading international bank partner for global underwriting of Sukuk issuance, providing maximum coverage of Arab and European investors.

Scale indicators6 records

Recent moves6 records

Expansion highlights3 records

Broad incumbents

• Gulf International Bank: GCC-headquartered bank active in Islamic finance and Sukuk structuring/underwriting. Comparable Sukuk issuance capability, though GIB is a balance-sheet institution rather than a boutique advisor.
• iCapital Network: Larger fintech platform powering alternative investments for the world's largest wealth managers. Comparable in serving advisors/qualified investors accessing private market deals, but at much greater scale.
• Interactive Brokers: Large global multi-asset broker offering IPO participation, equities, and liquidity services. Comparable execution and access infrastructure, though at vastly greater scale and broader product breadth.

Direct peers

• Forge Global: Leading private securities marketplace enabling Pre-IPO share transactions. Closest large-scale peer to Meros's Pre-IPO/OTC business in product, customer type, and fee model.
• EquityZen: US-focused platform providing qualified investors access to Pre-IPO shares of late-stage private companies. Directly comparable on Pre-IPO/secondary private market access to HNWI and institutional clients.
• Moonfare: Digital platform providing qualified investors access to private equity and alternative investments. Comparable model of bringing institutional-grade private market access to wealthy individuals in Europe.
• Exante: European broker and liquidity partner whose platform hosts Meros's solutions across 500,000+ instruments. Comparable multi-asset brokerage/liquidity offering serving professional and institutional clients.
• Tickmill: Multi-asset broker offering trading across FX, equities, and CFDs with FIX API connectivity. Comparable trading infrastructure (FIX/MetaTrader gateway) and target customer base of retail and professional traders.
• B2Broker: Prime-of-Prime liquidity and technology provider for brokers, hedge funds, and crypto projects. Directly comparable to Meros's PoP liquidity services targeting brokers and financial institutions.

Regional players

• Conseq Investment Management: Largest Czech investment management company serving Czech and Slovak retail/institutional clients. Comparable asset management footprint within the same Czech regulatory jurisdiction.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/merostm
• Instagraminstagram.com/meros_global

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments16 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Meros Equity Global Management