COMPANY PROFILE

Merlin Securities

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Prime Brokerage Services – Wells Fargo Securities

New York City, United StatesFounded 2004Fintech

Valuation $100–250M Last recorded · 2008

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Merlin Securities

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.

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At a glance

Status: Acquired
Founded: 2004
Headquarters: New York City, United States
Employees: 19
Open positions: None listed
Dealroom signal: 53.5/100
Industry: Fintech
Sector: Fintech, Community, Securities, Brokerage
Client focus: b2c
Links: Website LinkedIn X

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Funding history

3 recorded events

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	—

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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 visitsMar 2017–Jan 2023

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