Meridian-IQ

Meridian-IQ

Meridian-IQ: Your premier tool for marketing, selling and understanding the Advisor marketplace. Learn more

Launch date
Market cap
-
Enterprise valuation
$8—12m (Dealroom.co estimates Aug 2011.)
New York City New York (HQ)
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DateInvestorsAmountRound
N/A

$2.0m

Seed
N/A

$1.5m

Debt

N/A

Acquisition
Total Funding$2.0m

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Meridian-IQ, operating under the brand Discovery Data, specializes in providing comprehensive data solutions tailored for the financial services and insurance industries. The company offers robust profiles on over 40,000 firms and more than 2 million professionals, enabling clients to recruit qualified candidates, expand distribution, and deliver precision-targeted sales and marketing outreach.

Meridian-IQ serves a wide range of clients, including asset managers, wealth managers, insurance companies, clearing firms, and other top-tier service providers. The company operates in the financial and insurance markets, leveraging its extensive database to help clients locate opportunities and track industry trends.

The business model revolves around licensing and using information regarding individuals and companies in the financial and investment community. Meridian-IQ makes money by providing access to its database, offering virtual recruiting services, and enabling powerful multi-channel marketing strategies to drive return on investment (ROI).

The company ensures that its data is up-to-date and automates the process to maintain accuracy. Clients can search by name, company, or group and filter on hundreds of data fields to find the most relevant information quickly.

Keywords: financial services, insurance, data solutions, targeted marketing, recruitment, business growth, asset managers, wealth managers, database, ROI.