Meridian gives retail investors the context they need to invest with confidence.
Meridian is a portfolio diagnostics and personalized stock discovery tool built for real investors.
Meridian is a portfolio diagnostics and personalized stock discovery tool built for real investors.
Portfolio Checkup
A smarter diagnostic layer for your portfolio. Uncover risks, blind spots and personalized opportunities that most tools overlook.
Portfolio Checkup
A smarter diagnostic layer for your portfolio. Uncover risks, blind spots and personalized opportunities that most tools overlook.
Spot What Matters
Meridian reveals what other tools miss. Surface blind spots in your portfolio so you can understand your risk profile, sector balance, and vulnerabilities before the market makes a move.
Turn Insight Into Action
Get personalized recommendations: asset ideas, rebalance opportunities, and strategy nudges tailored to your investing style, not some generic benchmark.
Investor Playbooks
Structured investing guidance that adapts to you. Meridian combines personalized strategy with built-in education, so you can grow your portfolio and your confidence.
Goal-Driven Investing
Whether you're building long-term wealth or saving for a major life goal Meridian gives you a structured, goal-aligned roadmap; built around why you invest, not just what you buy.
Guided. Adaptive. Yours
Our interactive playbooks blend smart strategy with plain-language guidance. Pick up confidence as you go, and get a plan that adjusts to your timeline, prefernces, and pace.