Now managing $4.2B in private assets

Wealth intelligence
for the exceptional.

Meridian combines institutional-grade analytics with AI-driven insight — giving ultra-high-net-worth families a decisive edge.

Portfolio Overview
Live
$12,847,320
▲ $284,190 (+2.26%) today
Eq
Global Equities
42 positions
$5.4M
+3.2%
Au
Precious Metals
Physical + ETF
$2.1M
+1.1%
RE
Real Estate
3 properties
$3.8M
−0.3%
PE
Private Equity
7 funds
$1.5M
+8.7%
SPX5,842.34+0.91%
GOLD2,314.80+0.44%
BTC67,430+2.11%
EUR/USD1.0832−0.12%
OIL82.14+1.23%
AAPL">189.42+0.78%
VIX14.82−3.21%
SPX5,842.34+0.91%
GOLD2,314.80+0.44%
Assets Under Intelligence
$0B
Across 340 family offices
Avg. Alpha Generated
4.2%
vs benchmark annually
Risk Models Running
0
Simultaneously, 24/7
Data Points Analyzed
2.1T
Daily across all portfolios
Platform

Intelligence that compounds

◈
AI Risk Engine
Monte Carlo simulations, VaR modeling, and tail-risk detection across all asset classes in real time.
⬡
Correlation Maps
Visualize hidden correlations across your portfolio before they become systemic risks.
◎
Private Market Access
Curated deal flow from pre-vetted VC, PE, and infrastructure opportunities. Members only.
䌁
Tax Intelligence
Automated tax-loss harvesting, multi-jurisdiction reporting, and estate planning integration.
⊕
Family Governance
Multi-generational dashboards, trustee reporting, and wealth transition planning tools.
⫫
Institutional Custody
Bank-grade security with $500M insurance coverage and multi-signature authorization.
Trusted By

What our clients say

★★★★★
"Meridian gave us visibility we simply didn't have before."
Alexandra V.
Family Office Principal, $380M AUM
★★★★★
"The tax efficiency gains have paid for the platform 12 times over."
Marcus T.
Founder, Second Generation Capital
★★★★★
"The private deal flow alone is worth the membership."
Priya N.
Managing Trustee, Nalini Family Trust