Merit’s client base of over 16,000 high-net-worth individuals and families will immediately benefit from advanced risk and analytics capabilities
Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment advisor (RIA) firm that specializes in financial planning and wealth management solutions for high-net-worth (HNW) individuals and families. Effective immediately, Merit’s advisors will gain access to Nitrogen’s suite of solutions, which includes powerful client engagement and analytics tools.
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Recognized in 2022 as one of America’s Top RIA Firms by Forbes and a 2023 Top Private Wealth Management Team by Barron’s, Merit Financial is growing rapidly. As the firm has scaled, leadership identified a need to standardize its client engagement process and integrate it with the firm’s data warehouse. Nitrogen will now serve as a firm-wide platform to drive a consistent client experience across each Merit advisor’s book of business, assisting in both attracting and retaining clients.
“Merit is a firm that shares our commitment to exceeding client expectations and offering a best-in-class solution for sustained growth,” said Aaron Klein, chief executive officer at Nitrogen. “As such, they represent an ideal partner for Nitrogen. We look forward to providing Merit advisors with intuitive tools that help them achieve growth while delighting clients and prospects alike.”
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Established in 1998, Merit comprises a team of dedicated individuals committed to educating their clients on how to be financially wise, protect and invest money, help build a legacy for their clients, and encourage the next generation to reach their financial potential. The firm, which has nearly $9 billion in assets under management (AUM) and serves more than 16,000 clients nationwide, has made the Inc. 5000 list of the fastest-growing private companies in America for the past four years, showing their dedication to those they serve.
“It’s our company’s deep expectation that our advisors are able to thrive due to their ability to understand their clients, and to deliver a high-level, differentiated customer experience,” said Rick Kent, chief executive officer and founder at Merit. “We are confident that Nitrogen will take these efforts to new heights and help propel our growth.”
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