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Company

Merit Financial

2 stories · tracked since Jun 15, 2026 · last seen Jun 15, 2026

Merit Financial is a US wealth management and financial advisory firm serving individual clients. It partners with technology vendors to add insurance products to its advisory offering.

Other

Profile compiled by Insurtech Daily from the coverage below.

Most-covered themes

Partnerships

Also involved

Prizm

Reported by

InvestmentNews, PR Newswire

Coverage

  1. InvestmentNews · Jun 15, 2026

    Merit Financial taps Prizm to bring digital insurance into its wealth management offer
    Partnerships
  2. PR Newswire · Jun 15, 2026

    Merit Financial and Prizm Announce Strategic Partnership to Modernize Insurance for Wealth Management Clients
    Partnerships