Meld Financial
Financial Services • 
Vestavia Hills, Alabama, United States • 11-20 Employees
Company overview
| Headquarters | 3008 Pump House Rd, Birmingham, AL 35243, US |
| Phone number | +12059674200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Executive Benefits, Financial Planning, Retirement, Investment Management, College Savings, Tax Strategies |
| Founded | 1986 |
| Employees | 11-20 |
| Socials |
Key Contacts at Meld Financial
Matthew Gensler
Managing Director & Chief Investment Strategist
Ashley Crawford
Director, Investments & Corporate Plan Services
Meld Financial Email Formats
Meld Financial uses 2 email formats. The most common is {first initial} (e.g., j@meldfinancial.com), used 94.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@meldfinancial.com | 94.4% |
{first name} | john@meldfinancial.com | 5.6% |
About Meld Financial
We are a financial planning and investment management firm offering unbiased, independent services for businesses and individuals. We believe that the customer is the driving force behind everything we do. Every decision we make or recommendation we offer originates from the question, "what course of action would we recommend for ourselves, given the same set of circumstances our client is facing." This philosophy has proven to be very beneficial for our clients and our organization. Meld Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and peace of mind. Please feel free to contact us at 205.967.4200 or mark@meldfinancial.com. The information contained herein should not be construed as legal advice or a legal opinion on any factual situation. Its contents are intended for general information purposes only. Always consult with a competent professional service provider for advice on tax, accounting, and other financial matters specific to your situation. Meld Financial, Inc. is a registered investment advisor.
Meld Financial revenue & valuation
| Annual revenue | $12,000,000 |
| Revenue per employee | $917,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $38,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Meld Financial has 10 employees across 5 departments.
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Number of employees
Funding Data
Meld Financial has never raised funding before.
Meld Financial Tech Stack
Discover the technologies and tools that power Meld Financial's digital infrastructure, from frameworks to analytics platforms.
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IndiaFrequently asked questions
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