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2026 Winner • Global Excellence Awards

Merlin Investor

Best FinTech Partner 2026
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Home » Awards » Global Excellence Awards » Winners List (2026) » Merlin Investor

Merlin Investor
Best FinTech Partner 2026
Merlin is a WealthTech provider delivering digital wealth capabilities for retail and advisory segments. It offers a modular suite of portfolio intelligence tools that enhance brokerage services, supporting portfolio creation, allocation, risk analysis, simulation, optimization, backtesting, forecasting, and performance tracking. Distributed through financial institutions (B2B and B2B2C), it helps banks grow AUM, activate clients, increase commission revenue, and boost advisor productivity.
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