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Gregg Weintraub Email
Director . Meradia
West Chester, PA
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Employees:
45Revenue:
$8.2MAbout
Meradia specializes in strategic advisory and implementation services for the investment management industry. Since 1997 Meradia has provided independent, pragmatic consulting services that transform investment management processes, analytics and reporting. We align front, middle, and back office organizations and technical platforms with your business’s direction and vision. Our team brings expertise and perspectives from the asset management and wealth management industries to target our clients’ needs. Solving business challenges, including strategic assessment, workflow optimization, vendor selection, and system implementation – our clients depend on us for a complete solution. Our extensive client portfolio includes seven of the top-10 global asset managers, six of the top-10 banks, wealth advisors, trust companies, insurance companies and OCIO. We pride ourselves on our 93% client re-engagement rate. Our highly-analytical consulting team has an average of 25 years of industry experience and includes CFAs, CIPMs and PMPs. We lead portfolio management, accounting, performance, client reporting, and data governance projects. Meradia's investment operations and technology consulting expertise includes: • Front Office & Portfolio Management • Enterprise Data Management • Middle & Back Office Optimization • Investment Accounting • Performance, Risk & Analytics • Information Delivery & ReportingMeradia Address
119 North High StreetWest Chester, PA
United States