Our Story
Founded in 2019, Meridian Financial Group was built on a simple premise: growing businesses deserve enterprise-grade financial tools without enterprise-level complexity. Our founders, with backgrounds spanning Goldman Sachs, Stripe, and Palantir, saw an opportunity to bridge the gap between legacy financial systems and modern business needs.
Today, Meridian serves over 2,400 clients across industries including healthcare, legal services, manufacturing, and technology. Our platform processes over $1.2 billion in annual transactions while maintaining SOC 2 Type II and PCI DSS Level 1 compliance.
Our Mission
To make sophisticated financial management accessible to every business, empowering them to focus on what they do best while we handle the complexity of payments, compliance, and reporting.
Leadership
Katherine Wells
Chief Executive Officer
David Nakamura
Chief Technology Officer
Marcus Rivera
Chief Financial Officer
Offices
San Francisco, CA (Headquarters) • Chicago, IL • New York, NY