Pensionmark Meridien

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

15 W 38th St Ste 1017, New York City, Ne...

Phone Number

(866) 871-9963

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Pensionmark Meridien

PensionmarkMeridien specializes in creating customized investment and insurance solutions for retirement plans, corporations, executives, and affluent families. Established in 1975 by experienced professionals, the company serves high-net-worth individuals, families, corporations, non-profit organizations, and financial institutions. Their services include wealth management, financial planning, retirement plans, executive corporate benefits, and life insurance. The company prides itself on being client-centric, loyal, proactive, and reliable in delivering personalized service and support.Explore more
Pensionmark Meridien's Social MediaPopular SearchesPensionmark MeridienMeridien Benefits IncPensionmarkPensionmark Financial Group LLCPensionmarkMeridien PartnersSIC Code 62,628NAICS Code 52,523Show more

Pensionmark Meridien Org Chart

MP
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Chief Executive Officer

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Managing Director & Chief Investment Officer

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Senior Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pensionmark Meridien

<$5M
11-50
Private
<$5M
1975
$12.9M
11-50
Private
<$5M
1994
MT
Melissa TrainorAdministrative Director
$8.6M
11-50
Private
-
1969
BC
Bob CrosettoPresident & CEO
$7.6M
11-50
Private
-
2008
JM
Jaclyn MercurioVice President, Systems & Operations
$7.4M
11-50
Private
$8.1M
2017
PY
Prem YerabothuChief Technology Officer
$5.5M
11-50
Private
<$5M
1957
MS
Missy SommersManager, Operations & Member Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pensionmark Meridien is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pensionmark Meridien is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pensionmark Meridien.

Pensionmark Meridien financials insights

Gather financial insights about Pensionmark Meridien, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$115K

See All Pensionmark Meridien's Financials Insights

Pensionmark Meridien Tech Stack

A closer look at the technologies used by Pensionmark Meridien

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Frequently Asked Questions Regarding Pensionmark Meridien

What is Pensionmark Meridien's official website?
Pensionmark Meridien's official website is www.pensionmarkmeridien.com
What is Pensionmark Meridien's Revenue?
Pensionmark Meridien's revenue is <$5 Million
What is Pensionmark Meridien's SIC code?
Pensionmark Meridien's SIC: 62,628
What is Pensionmark Meridien's NAICS code?
Pensionmark Meridien's NAICS: 52,523
How many employees does Pensionmark Meridien have?
Pensionmark Meridien has 11-50 employees
What industry does Pensionmark Meridien belong to?
Pensionmark Meridien is in the industry of: Finance, Insurance, Securities Trading
What is Pensionmark Meridien competition?
Pensionmark Meridien top competitors include: Triton Benefits & HR Solutions, Filbrandt & Company, Paradigm Associates, Government Employees' Benefit Association
What technology does Pensionmark Meridien use?
Some of the popular technologies that Pensionmark Meridien uses are: WordPress.org, PHP, Greater Giving Online, Google Cloud Web Serving
How do I contact Pensionmark Meridien?
Pensionmark Meridien contact info: Phone number: (866) 871-9963 Website: www.pensionmarkmeridien.com
What does Pensionmark Meridien do?

PensionmarkMeridien specializes in creating customized investment and insurance solutions for retirement plans, corporations, executives, and affluent families. Established in 1975 by experienced professionals, the company serves high-net-worth individuals, families, corporations, non-profit organizations, and financial institutions. Their services... include wealth management, financial planning, retirement plans, executive corporate benefits, and life insurance. The company prides itself on being client-centric, loyal, proactive, and reliable in delivering personalized service and support.Read More

What are Pensionmark Meridien social media links?
Pensionmark Meridien Linkedin page Pensionmark Meridien Twitter page Pensionmark Meridien Facebook page
Is Pensionmark Meridien a public company?
Pensionmark Meridien is private company therefore does not currently have an official ticker symbol
See more information about Pensionmark Meridien

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