Meridian is in development. One platform that will connect everyday money management with professional financial planning — built for individuals, families, and the advisors who serve them.
Get Launch Updates Take a 5-Minute SurveyThese are the capabilities we're building toward for launch.
Meridian will help you set monthly budgets, track spending by category, and see where your money goes — without spreadsheets.
A single dashboard designed to bring your checking, savings, credit, and investment accounts together for a complete view.
Set goals — a home, college, retirement — and track progress toward them with clear, visual milestones.
We're building AI-assisted insights that surface spending patterns and planning opportunities you might otherwise miss — including cash-flow projections that look ahead at your bills and habits to warn you before an account runs low or goes negative, helping you avoid overdraft fees.
Designed so individuals and their financial advisors can work from the same numbers — plans, portfolios, and progress in one shared platform.
We're building Meridian with the principle that your financial data belongs to you, and handling it carefully is the baseline — not a feature.
Most tools serve either consumers or professionals. Meridian is being designed to serve individuals, the advisors who guide them, and the accountants who support them — together.
Meridian is in development, and we want the people who'd actually use it to steer it. Pick the survey that fits you. Each takes under 5 minutes, is anonymous unless you opt in, and directly shapes our roadmap.
Want to learn more, share what you'd like to see, or get notified at launch? Send us a note — we read every email.
Email Us for UpdatesOr write to us directly at hello@meridianfpa.com