Meridian Private Bank
Private banking, asset management, and investment banking in one considered relationship.
Meridian Private Bank brings private banking, asset management, and investment banking together in one considered relationship, with institutional discipline and private attention.
Banking is the core of what we do. On top of it, we manage portfolios, advise on major transactions, and coordinate everything through a single advisor who understands the whole picture, from day-to-day cash to long-term wealth.
Balances are held to the cent and every movement writes one immutable ledger entry, so a statement always reconciles with the balance. Portfolios are built to a clear mandate and reported in real time on your dashboard.
We manage over $500M in assets across private and institutional relationships, on discretionary and advisory mandates.
Meridian Private Bank is a private banking product built by Coded Welt. Account balances are virtual. Meridian is not a chartered bank and deposits are not FDIC insured.