Meridian is the command center for single family offices managing $50M–$500M. Real-time visibility across startups, private equity, real estate, and every other asset — without the spreadsheet patchwork.
A family's wealth is not a spreadsheet. It is a living record of every decision, every risk taken, every opportunity pursued across a generation. That record deserves more than rows and columns can offer.
Family offices are not small hedge funds. They are multi-generational, multi-asset, deeply personal operations — and the software built for them was designed for institutions with different problems entirely. Meridian was built from scratch for the single family office: the one that manages venture bets alongside real estate holdings, a PE fund alongside a hedge allocation, all from a single consolidated view that updates in real time.
When a star crosses the meridian, you know exactly where you stand. That's what we built: a platform that puts your total wealth in clear view — so every decision, from fund allocation to next-generation succession, is grounded in truth.
One verified picture of total net worth. Startups, private equity, real estate, VC funds, hedge funds — every asset class, every entity, reconciled in real time. No more boardroom debates over which spreadsheet is right.
Stop manually entering K-1s, capital call notices, and bank statements. Our AI reads your documents, extracts the numbers, validates them, and updates your portfolio — automatically. Clean data, every time.
Track returns across every asset class. Benchmark performance against the portfolio as a whole. Drill into any position with one click. Know where you stand today, not 30 days ago.
Family offices manage multiple legal entities across multiple jurisdictions. Meridian's entity layer mirrors your actual structure — so you're always reporting from the right context.
Forecast cash flows across your entire portfolio. Model scenarios, track upcoming capital calls, and understand your liquidity position — across public and private assets — with precision.
The next generation doesn't want a spreadsheet. They want a modern interface that shows them everything — with the access controls and governance your family office requires. Meridian is built for both generations.
Family office software was built for institutions managing billions — not for a single family managing a diversified portfolio across startups, real estate, and private equity. The existing tools are expensive, slow to implement, and built around the wrong workflow.
Meridian is AI-native. Not retrofitted. Not bolted on. Built from the ground up to take the manual work out of family office portfolio management — and give you the clarity to make better decisions faster.
of family offices still use spreadsheets for core portfolio reporting (Campden Wealth / RBC, 2025)
the most underserved AUM range — too small for enterprise tools, too complex for retail software
Meridian gives single family offices the clarity to make decisions with confidence — and the technology to pass that clarity to the next generation.