Merlin Investor relocates its global headquarters to Dubai in the Middle East
Merlin Investor, a WealthTech company with operations in Switzerland and the US, has relocated its global headquarters to Dubai in the United Arab Emirates. Merlin Investor is now licensed and operating within the Dubai International Financial Centre (DIFC), where it has established its main presence. The company will maintain its operations in Switzerland and the U.S., with each hub focusing on its respective regional market—Europe and North America. As a result, Merlin Investor is now active across three key regions and well-positioned to support each local market—serving both individual consumers and business clients. In connection with this strategic move, the company has expanded its focus to include the corporate segment, offering its technology to banks and financial institutions to enhance their digital offerings in the retail investment and wealth management space.
Merlin Investor to offer its technologies to Banks and Financial Institutions
Merlin Investor, a WealthTech company providing an investment management platform for retail investors, intends to expand its market reach through strategic partnerships with banks and financial institutions. Merlin Investor plans to offer its technologies as white-label, customizable, and embeddable solutions designed to integrate seamlessly into banking platforms. Merlin Investor is developing a suite of products tailored for the business segment, aimed at enhancing their digital offerings currently available to retail clients. Corporate partners will be able to choose from the full suite the products that best align with their goals and target audiences, benefiting from deep customization and seamless integration. With Merlin Investor’s solutions, banks and financial institutions will be empowered to educate and engage their clients, ultimately boosting investment activity, increasing deposits, and growing commission-based revenue.
Merlin Investor launches investments management platform for retail investors
Merlin Investor has launched its long-awaited investment management platform, designed for retail investors of all financial backgrounds and levels of experience. The platform aims to educate and empower users with a complete suite of tools to help them build strategies and invest with confidence. Merlin Investor’s investment management platform is now available to retail investors on both desktop and mobile (iOS and Android). Users can choose from four subscription plans, starting with a free tier and the option to upgrade to paid plans for access to additional content and features. The platform aggregates market data and insights from multiple sources—including social networks—into a single interface. Also users can build, test, and compare different portfolios, assess risks, and monitor investment performance. Paid subscribers can connect multiple bank accounts and crypto wallets to automatically import holdings and take full advantage of the platform’s analytical tools.
Merlin Investor establishes its presence in West Palm Beach, Florida, USA
Merlin Investor, a WealthTech company headquartered in Switzerland, has expanded its global operations with the opening of a new entity in the United States as it prepares to launch its technologies in the North American market. Now active in the U.S., Merlin Investor is laying the groundwork for its product launch scheduled for the following year. With the United States hosting the highest concentration of retail investors globally, establishing a local presence has been considered essential to the company’s growth strategy. The U.S. team is currently focused on setting up operations, forging partnerships with local players, and strengthening Merlin Investor’s recognition in the North-American market.
Guido Petrelli founded Merlin Investor, a WealthTech company aimed at redefining retail investing
Guido Petrelli, a seasoned retail investor and corporate executive with over a decade of international experience as Chief Financial Officer and Chief Operating Officer at TEK Investment Group, founded Merlin Investor in Lugano, Switzerland. Merlin Investor aims to redefine the retail investment landscape through the offer of innovative WealthTech solutions designed to educate and empower retail investors. The company intends to develop and launch in the market an investment management platform to complement existing brokerage technologies, enhancing a comprehensive and conscious investing experience for retail investors of all levels.
