Run the entire office on one live ledger.
MERIDIAN unifies custody, credit and capital into a single operating system — so a family office runs on one reconciled truth instead of eleven spreadsheets and a phone call.
Every account,
one balance sheet.
Read-only connections to 40+ custodians, banks and fund administrators — normalized into a single accounting truth that closes in seconds, not weeks.
Liquidity without
selling a thing.
Borrow against the whole portfolio in a click. MERIDIAN prices a Lombard line across every custodian instantly, and settles to the entity you choose.
Decisions, modelled
on the whole picture.
Stress-test allocation, liquidity and tax across the entire balance sheet before a single trade. Hover the curve — every point is a reconciled month, not an estimate.
"We closed the quarter in an afternoon. MERIDIAN replaced eleven spreadsheets, two analysts' weekends, and a lot of quiet anxiety."
Your capital never moves without a signature. Your data never leaves without your key.
Run the office on one system.
MERIDIAN is offered to a limited number of family offices and RIAs each quarter. Request access and we'll scope your custodian map.
Request access →