The numbers don’t lie – operating with a 93% client reengagement rate.

Since 1997, Meradia has specialized in strategic advisory and implementation services for many leading firms in the investment management industry. The following client types – of all AUM sizes and levels of complexity – are included in our extensive portfolio, including eight of the top 10 global asset managers.

Wealth Managers

Our consultants work with some of the top wealth managers in the world on best-in-class reporting, competitive analysis, data management, vendor selection, and implementation, allowing them to provide top-level financial planning and investment advisory services to affluent investors.

Asset Managers

The Meradia team works with some of the largest asset managers in the industry, providing strategic guidance on data management, governance, productivity enhancements, IBOR, technology, reporting assessments and competitive analysis. Our work spans the front, middle, and back office with a great depth of experience in a wide-range of industry vendors and service providers.


We engage with pension providers on vendor selection, solution design and implementation for performance and analytics measurement, investment accounting, data strategy, and governance. Our work allows providers to optimize technology in their operations and leverage Meradia’s bench strength for implementation.


Some of the largest and most sophisticated insurance companies entrust Meradia with investment accounting system selection, conversions, implementations, target operating models, performance measurement, and validation of system functionality. We understand the special requirements insurers face with Statutory and GAAP reporting requirements.

Outsourced Chief Investment Officers (OCIO)

Outsourced investment solutions offered by consultants, banks, multi-product/managers-of-managers, and mutual fund complexes are all supported under Meradia’s umbrella of expertise. We provide these industry leaders in the OCIO market segment with system optimization, data strategy, process flow documentation, and project management initiatives.

Endowments & Foundations

Partnering with universities, nonprofits, churches and hospitals, our work with endowments and foundations allows these organizations to enhance their operations functionality and scalability by improving outsourcing and optimization, vendor management and assessments, as well as data architecture.

Family Offices

We work with family offices and multi-family offices in a wide-range of sizes on application stack, organizational design, operational processes, client reporting, and strategic roadmaps to better serve their base of ultra-high-net-worth (UHNW) investors. Through our work, our clients have actionable next steps, future state architecture roadmap, and a team at Meradia to facilitate and support each step of the process.

Service Providers & Outsourcers

Meradia has worked with outsourcing relationships in a variety of capacities – as an objective, independent middle layer (jointly funded by both entities), as a client advocate, and as a vendor liaison. From excitement in the beginning of the project to difficult change and a learning curve best categorized as contentious during the push phase, Meradia Consultants ease the inevitable communication gap, accelerate progress, and defuse tension.

Industry Vendors

There is no one-size-fits-all vendor, and every transformation journey is unique for every type of investment manager. Whether you are a choosing a new technology solution, starting the hard work of conversion, or trying to decide how to rationalize redundant platforms, Meradia brings independent, objective, and practical breadth of experience, reducing your costs and improving client satisfaction.

I want you to know that I really appreciate your support. You are the real deal. I would recommend your services to anyone.

Head of Investment Risk, Asset Manager