About Merger
Every family deserves a family office.
For a century, a staff ran the money of the wealthiest families. Merger gives that staff to every household.
Why this exists
The wealthy never managed their own money. A staff did.
Someone closed the books every night. Someone rebid the policies. Someone made sure no dollar sat idle. The family heard the numbers together, once a week, and decided.
That staff started at $30 million. Everyone else got apps and homework. Families now work more than ever, and wealth still feels out of reach. The difference isn’t effort. It’s who has a staff.
Merger exists to close that gap. The same jobs, done for your house, starting at $249 a year.
The mission
From labor to capital to freedom.
What we hold to
Five commitments. You can check each one.
The staff works only for the house
No commissions and no products to push. Check it: nothing the staff recommends pays Merger.
Nothing moves without two yeses
Both partners, every time. Check it: try the keys on the Finn page.
The work gets done for you
You read one briefing and say yes. Check it: about 11 minutes a week, plus the Money Date.
Stronger families, not just stronger finances
Money is the conversation most couples avoid. Check it: the Money Date puts it on the calendar every week.
Open means open
Every room is labelled open or opening. Check it: the logbook dates every change.
The record so far
Short history. Long intention.
- Founded
Merger Financial, Inc. is established to bring the family office to every household.
- Beta
A closed, invite-only paid beta opens.
- Proof
The beta closes after 60 days. The staff found $472 per household.
- The staff
The staff grows to six managers under Finn.
- Opening
Merger Bank and cards, Merger Invest, and advisors on the Pro Desk.