Meridian-IQ Database Suite
Meridian-IQ is the newest, deepest and most up-to-date database of financial intermediaries on the market. We have hundreds of data points on every RIA and financial advisors across the country, with unique and actionable information that no other firm possesses. Meridian-IQ has workflow tools that make it easier to perform your job of working with—and selling to—businesses operating within the financial services industry. Our system was designed by experts in the advisor industry, and we constantly evolve our database with industry-leading product development.
Basically, we designed the type of directory and workflow tool we wished we had when we ourselves were selling to Advisors!
Meridian-IQ RIA: All 28,000+ Registered Investment Advisors in the country, 200 data points, investment vehicles, emails, AUM, custodians, client profiles, and more
Meridian-IQ RR: 570,000+ Registered Representatives, firm affiliations, investment vehicles, employment history, emails, AUM, licenses, compensation intelligence, and more
Meridian-IQ Trust: 1,800+ trust companies and officers, investment vehicles, custodial information, emails, discretionary AUM, holding company details, regulatory details, and moreClick here to schedule a live demonstration: