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Merino Wealth Management Logo
Merino Wealth Management Growth Score
32
CB Rank
373959
Heat Score
71
Merino Wealth Management offers extensive financial planning and asset management services that help clients achieve their financial goals.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 www.merinowealth.com
Advice
Asset Management
Financial Services
Overview

Merino Wealth Management
Growth Score
32
Heat Score
71

Growth Score32
-5 pts
in past quarter
Heat Score 71
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Merino Wealth Management

CB Rank
373959
Merino Wealth Management offers extensive financial planning and asset management services that help clients achieve their financial goals.
Founded
obfuscation
Private Chicago, Illinois, United States1-10 www.merinowealth.com
Advice
Asset Management
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Jessica Merino
Phone Number +1-312-809-1109
Contact Email info@merinowealth.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning Services
Services that help clients develop strategies to manage their finances and achieve financial goals.
Asset Management Services
Management of client investment portfolios to optimize asset allocation and growth.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 4

Employee Profiles

News
Technology
View Tech Report

IT Spend

$68.7KThis year, Merino Wealth Management is projected to spend $68.7K on IT, according to Aberdeen.

Active Website Tech Count

38Merino Wealth Management is actively using 38 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Merino Wealth Management's headquarters? Merino Wealth Management is located in Chicago, Illinois, United States.Who are Merino Wealth Management's competitors? Alternatives and possible competitors to Merino Wealth Management may include William Blair, Facet, and  Creative Planning.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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