Meridian-IQ

What Meridian-IQ does

Meridian-IQ is a privately held software company founded in 2010 and headquartered in New York. It offers a sales and marketing workflow engine paired with an advanced database of registered investment advisors (RIAs), positioning the firm in the financial services technology niche. The company's product is targeted at RIAs, broker-dealers, trust firms, and other financial advisory organizations seeking to streamline sales and marketing operations against a specialized advisor dataset.

The underlying technology centers on a curated RIA database integrated with workflow automation tooling — a data-plus-process architecture rather than a sophisticated AI-driven platform. The company is small, with 11-50 employees and total disclosed funding of approximately $3.545 million across two rounds in August 2011 ($2.0M) and April 2014 ($1.545M). There is no public disclosure of pricing, revenue, or customer count, and no visible product launches, partnerships, or geographic expansions beyond the firm's founding activity.

The business model is consistent with a B2B SaaS vendor selling subscription access to its workflow engine and RIA database to financial services firms, supplemented by potential professional services for data integration and cleansing (consistent with industry norms, though not explicitly disclosed). Pricing is not publicly listed — sales engagement is handled through direct outreach, suggesting an enterprise or mid-market contract motion. The company has no disclosed parent organization, no venture capital investors identified in the supplied data, and no public listings.

Name

Meridian-IQ

Legal name

ISS Market Intelligence

Website

https://meridian-iq.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Meridian-IQ offers a sales and marketing workflow engine and an advanced database of registered investment advisors, serving RIAs, broker-dealers, and financial advisory firms in the United States.

Ownership category

akta.pro rank

Product category

RIA Sales and Marketing Software

NAICS

Portfolio Management and Investment Advice (523940), Other Computer Related Services (541519)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• RIA database software
• Advisor sales workflow
• Investment advisor data
• Financial advisor leads
• Registered investment advisors

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscriptions: Subscription-based access to proprietary platforms including MarketPulse, MarketPro, MarketSage, and Media solutions. Recurring revenue from platform licensing.
2. Managed Services: Professional managed services including MarketLink (API/data integrations), MarketCleanse (data cleansing), and MarketReach (go-to-market execution). Ongoing service fees.
3. Data Licensing: Comprehensive datasets covering global markets, products, and distribution intelligence licensed to financial services firms.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Meridian-IQ provides a sales and marketing workflow engine paired with an advanced database of registered investment advisors (RIAs), enabling financial services firms to identify, target, and engage advisor prospects. The integrated platform supports sales and marketing teams in the financial services industry with firmographic and contact data on RIAs along with workflow automation for advisor outreach.

Product overview

ISS Market Intelligence offers a multi-platform architecture comprising four core platforms (MarketPulse, MarketSage, MarketPro, and Media) and a MarketSight distribution platform, all designed to serve global asset management, insurance, and financial services firms. The platforms are complemented by managed services including MarketLink (API/feed integrations), MarketCleanse (data cleansing), and MarketReach (go-to-market execution), providing end-to-end market intelligence, competitive analysis, distribution targeting, and lead generation capabilities.

Differentiator

Problem solved

Functional benefit

Brands

• MarketPro: Platform for identifying points of distribution to target for growth.
• MarketPulse
• MarketSage
• MarketSight
• MarketLink
• MarketCleanse
• MarketReach
• Media

Products and services

• Sales and Marketing Workflow Engine Workflow engine that automates and streamlines sales and marketing processes for financial services firms targeting registered investment advisors, enabling prospect identification, outreach execution, and engagement tracking within a single workflow.
• Registered Investment Advisor Database Advanced database of registered investment advisors providing firm and contact data for sales targeting, market analysis, and prospecting by financial services firms.

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Three partnerships are on record, tiered core.

• Fund Services (FWW)coreChannel Partner/ Reseller/ DistributorFund Services (FWW) is the leading German fund data disseminator and fund data distributor, integrated as part of ISS MI's MarketSight platform providing comprehensive visibility and access to specific target markets in Germany.
• LiquidMetrixcoreTechnology or IntegrationLiquidMetrix is a leading provider of Transaction Cost Analysis (TCA), Best Execution, and Surveillance solutions, integrated as part of ISS MI's MarketSight platform offerings.
• Securities Class Action ServicescoreTechnology or IntegrationDelivers fully outsourced global claims filing, portfolio monitoring and research solutions that empower investors to maximize recoveries. Integrated as part of ISS MI's MarketSight platform.

Scale indicators7 records

Expansion highlights1 record

Direct peers

• Wealthbox: CRM and practice management platform for financial advisors with workflow automation and contact management features, competing in the same advisor sales/marketing workflow niche.
• Redtail Technology: Provides CRM and workflow software purpose-built for financial advisors, including RIAs. Closely comparable to Meridian-IQ's workflow engine for the same buyer segment.
• ISS Market Intelligence: Provides market intelligence, distribution data, and go-to-market workflow tools to asset managers and advisors. Comparable as a data + workflow vendor serving the same RIA/wealth buyer.

Emerging players

• Nitrogen (formerly Riskalyze): Risk tolerance, financial planning, and sales enablement tools used by RIAs in client acquisition workflows. Comparable as a sales/marketing workflow specialist for the same buyer.
• Hearsay Systems: Sales and marketing workflow platform built specifically for financial advisors and insurance producers. Direct adjacency to Meridian-IQ's advisor sales/marketing focus.
• Addepar: Wealth management platform focused on data aggregation, reporting, and advisor workflows. A more modern, well-capitalized entrant competing for similar RIA workflow budgets.

Broad incumbents

• Morningstar: Provides data, research, and advisor software (including Advisor Workstation) used by RIAs for investment and practice workflows. Overlaps with Meridian-IQ's data and workflow functions.
• Orion Advisor Technology: Large, established technology platform offering portfolio management, reporting, and workflow tools to RIAs. Competes with Meridian-IQ from a much broader feature set and larger installed base.
• Broadridge: Provides data, communications, and operations technology to financial advisors and firms, including workflow and data-driven tools that overlap with Meridian-IQ's RIA database and workflow engine.
• Envestnet: Broad wealth-tech platform (Tamarac, MoneyGuide) serving advisors with portfolio reporting, planning, and CRM-adjacent workflow tools. Comparable buyer and use cases to Meridian-IQ.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• YouTubeopen.spotify.com/show/7ClMY94RYwKUF07Mz4npqK
• LinkedInlinkedin.com/company/meridian-iq_2
• Xx.com/MeridianIQ

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds2 records

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 Meridian-IQ