Go beyond consulting.

Meradia specializes in strategic advisory and implementation services for the investment management industry. Since 1997, we have helped our clients enhance their processes, productivity, and profitability through improvements in operations and technology.

Our clients are successful professionals who seek independent guidance to establish an integrated plan for solving operational challenges and enhancing business performance. Often, their needs require solutions that go beyond traditional consulting.¬†Our process begins by understanding our clients’ unique circumstances to then coordinate solutions between their team and our cultivated network of experts.

Meradia leverages time-tested methodologies to solve operational and technological business challenges, including:

  • Strategic assessment
  • Workflow optimization
  • Vendor selection
  • System implementation.

Our extensive portfolio includes institutional asset managers and OCIO, wealth, trust, banking, and insurance companies, including seven of the top 10 global asset managers, and six of the top 10 banks.

We valued the work you did coaching us to maximize the value of our own teams and the work we do.

Project Manager, Asset Manager