What you need to know to get started with Meridian
Meridian is a next-generation investing platform built around two core features: Portfolio Checkup and Investor Playbooks. We help you see your portfolio clearly and invest with confidence, whether you’re just starting out or looking to level up your strategy.
Instantly spot gaps, risks, and opportunities in your investments with a visual, jargon-free checkup.
Get personalized, goal-driven guidance and playbooks that adapt to your needs and experience level.
Build your knowledge with practical tips and plain-language explanations as you manage your portfolio.
Focus on what matters most—no clutter, no bloat. Just actionable insights and smarter stock discovery.
"It's like a financial second opinion, but personalized to you."
The First-Time Investor
Alex just opened their first brokerage account and wants to build long-term wealth but doesn't know where to start.
Meridian makes the experience smooth; helping them understand risk, craft a simple starter portfolio, and follow beginner-friendly Playbooks that grow with them.
The Overwhelmed DIY Investor
Taylor has been investing solo for a while, picking up a few ETFs and stocks along the way, but things feel...messy.
Meridian steps in with clean, visual diagnosis, surfacing overexposures, asset gaps, and performance insights. Taylor gets a strategy refresh tailored to their goals.
The Strategic Rebalancer
Jordan has been investing consistently in her brokerage account for 3+ years and has a well-diversified portfolio but wants to optimize performance over time.
Meridian tracks portfolio drift, sends rebalance nudges, and provides adaptive Playbooks based on market conditions and personal milestones—like saving for a home or adjusting for retirement.
Start with a basic setup, or securely connect your existing brokerage accounts.
Choose a strategy personalized to your goals and risk tolerance, packed with plain-language explanations.
See what's working, uncover risks, blind spots, and opportunities for better alignment with your goals.
Discover new investments tied to your goals, timeline, and long-term fundamentals.
Check out our FAQs for more details about how Meridian works and everything you can do with it.