Merit Financial integrates Prizm's digital insurance platform for wealth management client

Merit Financial Advisors announced strategic partnership on June 15, 2026.

Primary

Merit Financial Advisors

Structure

strategic partnership

Date

June 15, 2026

Sub-sector

Wealthtech

Shows momentum in embedding insurance products within wealth management workflows—relevant for embedded finance platforms targeting advisors. Demonstrates buyer appetite for modern

Primary company

Merit Financial Advisors

Counterparty

Not disclosed

Amount

Not disclosed

Event date

June 15, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

strategic partnership

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com