Merlin Securities

Fintech · New York City, United States · Founded 2004

Prime Brokerage Services – Wells Fargo Securities MoreLess

Merlin Securities is a financial services firm specializing in providing comprehensive brokerage and trading services to hedge funds, asset managers, and institutional investors. Operating within the highly competitive financial markets, Merlin Securities leverages advanced technology and a deep understanding of market dynamics to offer tailored solutions that meet the unique needs of its clients. The firm’s business model revolves around facilitating trades, offering prime brokerage services, and providing detailed analytics and reporting to help clients make informed investment decisions. Revenue is primarily generated through transaction fees, service charges, and consulting fees. By focusing on high-touch service and innovative technology, Merlin Securities aims to enhance the trading experience and operational efficiency for its clients.

Keywords: brokerage, trading, hedge funds, asset managers, institutional investors, prime brokerage, analytics, financial services, market dynamics, transaction fees.

Valuation $0–100M

Headcount <100

Total funding $10–50M

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Company overview

Merlin Securities company information

The essential company record, classifications and operating signals in one place.

Status: Acquired
Founded: 2004
Headquarters: New York City, United States
Employees: 19
Open positions: None listed
Dealroom signal: 53.5

Website ↗LinkedIn ↗X ↗

client focusb2cindustryFintechsectorCommunitysectorSecuritiessectorBrokerage

Valuation & funding

Merlin Securities funding history

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITION✓Exit	Apr 2012	$0	—	Wells Fargo and Company	—
LATE VC✓Equity / VC	Jan 2008	$20M	$80M	Sequoia	—
EARLY VCEquity / VC	Jun 2005	$1.1M	$4.4M	Grail Partners	—

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Financials

Workforce over time

Available workforce history. Financial fields without reported data are omitted.

Year	Employees
2026	19

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Growth signals

Merlin Securities website traffic

Latest recorded traffic for Merlin Securities is 240 monthly website visits.

Latest monthly visits240

Monthly website visits33 observations · Mar 2017–Jan 2023

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Comparisons

Merlin Securities compared with similar companies

Dealroom’s weighted taxonomy model identifies the closest operating peers. Company identity and context stay open; selected comparison metrics preview what is available in the platform.

Company	Headquarters	Status	Employees	Total funding	Valuation
AMAmerimutual MortgageAmerimutual Mortgage located in Queens NY and serving NYC, Bronx, Long Island, Brooklyn, Staten Island and Westchester	Astoria, United States	Operational	—	—	—
SPSprinkleBitSocial Investing, Trading, Community - SprinkleBit	New York City, United States	Operational
VFVIA FolioVIA Folio™ \| A smarter way to invest in private securities. - VIA Folio™	McLean, United States	Acquired
FOFunding OptionsFunding Options helps firms up and down the country to access business loans and to manage their cashflow	Darlington, United Kingdom	Acquired
FMForex MinuteTraders with the latest news on the financial markets, as well as advanced training and trade signals	London, United Kingdom	Operational
MTMTradingOnline broker that allows trading currency pairs, precious metals, stocks, indices and fossil fuels	Belmopan, Belize	Operational
GLGlobalCRERevolutionizing the world of commercial real estate co-brokering, make it more efficient by bringing into it sharing economy and building the first worldwide brokers community	Glil Yam, Israel	Operational
FNForex Robot NationForex robot community focused on testing, analysis and conversation	Hamilton, Canada	Operational

Showing 8 of the closest matchesCompare every metric →

Talent graph

Merlin Securities's talent

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Team profiled 1,025 named & role-tagged

Founders /100 quality score

Key operators 11 quality /100

Potential founders likely future founders

Startup mafia alumni-founded startups

Talent movements in · out past 12 months

Source: Dealroom Talent Intelligence.

Investors

4 investors on Merlin Securities's cap table

Sourced from Dealroom's funding and investor records. Investor profile links are shown where available.

Series A 1 investor entered at this stage

Grail Partners

Series B+ 1 investor entered at this stage

Sequoia

Other known 2 additional known investors

Wells Fargo and Company

Will Bryant

Global footprint

Where Merlin Securities has talent and traffic

Workforce by country

3 countries with
team presence

🇺🇸 United States33.3%

🇬🇧 United Kingdom33.3%

🇧🇩 Bangladesh33.3%

3 countries shown

In the news

Latest news about Merlin Securities

Recent press, funding announcements, and product moves mentioning Merlin Securities — open to read from the original sources.

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Market sentiment

What the market is saying about Merlin Securities

An AI-synthesized read of the highest-engagement posts about Merlin Securities on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

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