Meraki Global Advisors

What Meraki Global Advisors does

Meraki Global Advisors is a Park City, Utah-headquartered outsourced trading firm founded in April 2019 by former Goldman Sachs trader Benjamin Arnold. The firm operates a pure buy-side, conflict-free model in which senior traders execute trades exclusively through each client's own designated counterparties, positioning itself as an extension of asset managers' in-house desks rather than a broker or prime-broker-bundled service. It is registered as a FINRA member and SEC-registered broker-dealer in the U.S. (SIPC member) and operates a separately authorized subsidiary under the Hong Kong Securities & Futures Commission.

The core product is the Integrated Trade Management (ITM) model, a bespoke outsourced or co-sourced trading desk offering multi-asset coverage across equities, fixed income, derivatives, FX, rates, commodities, exotics, and digital assets, with 24-hour Monday-Saturday global coverage. Technology is built around a broker-neutral, multi-asset OMS/EMS partnership with Neovest for real-time portfolio monitoring and connectivity to global liquidity pools, supplemented by proprietary Transaction Cost Analysis (TCA) models for execution quality. The firm deliberately maintains a 3:1 client-to-trader ratio (versus industry norms of 20-30 clients per trader) and delivers solutions ranging from full turnkey outsourced trading to co-sourcing/partner desk arrangements, international expansion support, treasury cost analysis, and capital introduction services.

Meraki serves institutional clients ranging from $50MM emerging managers to $100B+ established managers, with a median client AUM of approximately $1.3B. Target segments include hedge funds, traditional asset managers, single and multi-family offices, endowments and foundations, and private credit firms. Revenue is generated through a mix of transaction-based fees, fixed monthly subscriptions, and professional services fees for capital introduction and treasury advisory work, with pricing not publicly disclosed. The firm has expanded from a two-client launch in 2019 to operations across Park City, New York (April 2020), and Hong Kong (May 2022), and is recognized through consecutive HFM U.S. Services Awards (2024, 2025) and a 2025 Global Custodian #1 client satisfaction ranking. The company is privately held and bootstrapped, with no external funding rounds or disclosed parent company.

Name

Meraki Global Advisors

Legal name

Meraki Global Advisors LLC

Website

https://merakiglobaladvisors.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Meraki Global Advisors is a Park City-based outsourced trading firm that provides conflict-free, multi-asset trading desk services to hedge funds, asset managers, family offices, and private credit firms ranging from $50MM emerging to $100B+ established managers, operating from the U.S. and Hong Kong.

Ownership category

akta.pro rank

Product category

Outsourced Trading Services

NAICS

Securities and Commodity Contracts Intermediation and Brokerage (5231)

SIC

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

akta.pro industry

PRIMARYFSAFANAG

Money Markets & Repo Trading Platforms

Financial & Insurance/Financial Exchanges & Market Infrastructure/Trade Execution Platforms

Keywords

• Outsourced trading services
• Multi-asset execution
• Capital introduction services
• Trade execution desk
• Broker-dealer services

Headquarters

HQ city

Park City

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Outsourced Trading Services: Core revenue stream from providing outsourced trading desk services to asset managers. The firm charges for execution services, turning fixed trading costs into variable costs for clients. Offers both per-trade fees and fixed monthly fee options depending on client needs and trade volume.
2. Capital Introduction Services: Value-added service to outsourced trading clients, helping managers raise visibility among global investors and allocators through strategic introductions and networking.
3. Outsourced Treasury Services: Treasury cost analysis and financing strategy services helping clients better understand and optimize their treasury costs.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels9 records

Core offering

Meraki Global Advisors provides outsourced trading desk services that embed senior buy-side traders into asset managers' workflows. The firm delivers multi-asset execution across equities, fixed income, derivatives, FX, rates, commodities, and digital assets on a conflict-free, pure buy-side basis, allowing clients to convert fixed trading desk costs into variable expenses. Supporting offerings include capital introduction and treasury management services.

Product overview

Meraki Global Advisors offers a unified outsourced trading platform with a portfolio of integrated services. The core offering is Outsourced Trading / Integrated Trade Management (ITM), which provides conflict-free, pure buy-side trading embedded within client operations. Supporting modules include Capital Introduction for investor outreach, Treasury Management Services for financing optimization, and Co-Sourcing/Partner Desk solutions for firms extending internal capabilities. The platform covers multi-asset class trading (equities, fixed income, derivatives, credit, rates, FX, exotics, and digital assets) across global markets with 24-hour coverage.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Trading Full or fractional outsourced trading solutions for asset managers, hedge funds, family offices, and endowments. Operates as a conflict-free, pure buy-side model with embedded senior traders.
• Integrated Trade Management (ITM) Bespoke outsourced trading model that embeds senior buy-side traders into client workflows, maintains broker and prime relationships, and delivers a scalable, flexible-cost model.
• Multi-Asset Class Trading Integrated trading across equities, fixed income, derivatives, credit, rates, FX, exotics, and digital assets across all regions with 24-hour coverage (Mon-Sat).
• Capital Introduction Service helping asset managers increase their firm's awareness among a unique set of investors and allocators through strategic marketing strategy and prospective allocator lists.
• Treasury Management Services Helps clients better understand treasury costs and improve financing strategy through treasury cost analysis.
• Co-Sourcing / Partner Desk For firms looking to extend internal desk capabilities or expand into new asset classes, offering complementary trading support alongside existing internal infrastructure.
• International Expansion Services Local expertise and global reach for asset managers expanding internationally, with coverage across Americas, APAC, EMEA, and frontier markets.

Quantifiable outcome

• 40% cost savings compared to in-house trading
• +4 more outcomes

Named customers4 records

Segments7 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

One partnership is on record.

• NeovestcoreTechnology or Integration · 19 October 2020Meraki selected Neovest, the premier broker-neutral, multi-asset order and execution management system, as their technology provider. The partnership streamlines execution workflow and offers a flexible and robust solution to managers. Neovest's platform empowers both Meraki and end clients to monitor portfolios in real-time with connectivity to diverse global liquidity pools.

Scale indicators12 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Rosen Partners Capital: Boutique outsourced trading desk for hedge funds offering multi-asset execution and client-customized solutions; the closest direct competitor to Meraki on size, model and target market.
• Outsourced Trading Solutions (OTS): Boutique outsourced trading firm providing conflict-free execution for hedge funds and family offices; overlaps directly with Meraki's core outsourced trading and capital introduction services.

Broad incumbents

• BTIG: Large diversified broker-dealer with a dedicated outsourced trading desk for hedge funds alongside prime, equities and fixed income; competes with Meraki for multi-asset institutional execution mandates.
• TD Cowen: Global broker-dealer and Outsourced Trading Provider serving hedge funds and asset managers across equities, options and fixed income; directly comparable to Meraki's multi-asset outsourced proposition.
• Cantor Fitzgerald: Global financial services firm with brokerage, prime brokerage and outsourced trading capabilities for institutional clients; competing broadly for outsourced trading mandates.
• JPMorgan Securities (Agency Execution Services): Top-tier prime broker and agency execution provider offering bundled outsourced trading, financing and capital introduction; the gold-standard incumbent Meraki's conflict-free model is positioned against.
• Instinet: Agency-only execution broker serving institutional asset managers globally; the closest large-scale precedent for a true agency/conflict-free execution model comparable to Meraki's positioning.
• Goldman Sachs (Global Markets / Prime Brokerage): Marquee bank where Meraki's founder trained; offers prime brokerage, agency execution and bundled services that compete head-to-head with Meraki's outsourced offering.

Emerging players

• Charles River Development: Order and execution management system (OMS/EMS) provider underpinning many outsourced trading workflows including Meraki's own via Neovest; an enabling technology peer rather than direct execution competitor.

Others

• Tradeweb: Leading electronic trading platform for fixed income, derivatives and ETFs; adjacent infrastructure on which Meraki's traders route a significant share of multi-asset order flow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/merakipc
• LinkedInlinkedin.com/company/meraki-global-advisors

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Meraki Global Advisors