Merlin is a premier technology solutions provider and prime brokerage services firm offering integrated solutions to the alternative investment industry. The firm serves more than 500 single- and multi-primed managers, providing them with a broad suite of solutions including dynamic performance attribution analytics and reporting, seamless multi-custody services, capital development, 24-hour international trading, securities lending experts and institutional brokerage. With more than 100 employees, the firm has offices in New York, San Francisco, Boston, Chicago, San Diego and Toronto. Merlin utilizes the custodial and clearing operations of JP Morgan, Goldman Sachs and National Bank of Canada. Merlin is a member of FINRA and SIPC.
| Website | http://www.merlinsecurities.com |
| Revenue | $18.3 million |
| Employees | View employees |
| Founded | 2004 |
| Address | 101 California St Ste 2525, San Francisco, California 94111, US |
| Phone | (415) 848-4050 |
| Industry | Business Services General, Finance, Vertical Market Software, Business Services, Financial Services, Brokerage, FinTech, Security, Privacy and Security |
| Competitors | Morgan Stanley, Citi, Goldman Sachs, Fidelity Investments, UBS, J.P. Morgan, TD Ameritrade, Schwab Advisor Services, BNY Mellon | Eagle Investment Systems +42 more (view full list) |
| SIC | SIC Code 738 Companies, SIC Code 73 Companies |
| NAICS | NAICS Code 56 Companies, NAICS Code 561 Companies |
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Merlin Securities Questions
The Merlin Securities annual revenue was $18.3 million in 2026.
Merlin Securities is based in San Francisco, California.
The NAICS codes for Merlin Securities are [56, 561].
The SIC codes for Merlin Securities are [738, 73].
