Meria
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Meria

The best crypto solution for financial advisors

Meria is the preferred crypto partner for IFAs, independent financial consultants, and family offices.

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+250M€ Delegated assets
+120k Number of users
Active since 2017
Since 2021 VASP

Simplify crypto investments for your clients

left illustration Self-directed management
Spot buying Staking and Lending
middle illustration Managed portfolios
3 turnkey mandates Accessible from €15,000
Learn more
right illustration Tailored solutions
Starting from €500,000

A simple and transparent crypto solution

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Title icon Client management

Maintain control over your client relationships while integrating crypto solutions

Title icon Portfolio tracking

Monitor your clients’ allocations with a simple interface and real-time data updates

Title icon Revenue analysis

Easily track your retro-commissions with automated and fully transparent management

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Wealth management professionals agree

Sandrine Genet
This isn’t a passing trend. Cryptocurrencies are a new asset class that will become a part of the landscape. Therefore, the profession must get trained.
Sandrine Genet Chairwoman, Innovation/Fintech Commission, CNCGP
CNCGP
Laurent Ovion
You can draw a parallel with structured products. Ten years ago, nobody wanted to hear about them, considering them too risky. Today, all IFAs include them in their clients’ portfolios. I wouldn’t be surprised if we follow the same path with cryptos.
Laurent Ovion Innovation & Crypto Director, DLPK
DLPK
Valeria Faure Muntian
Cryptos are an asset class. From there, all IFAs need at least a basic understanding to address their clients’ needs.
Valeria Faure Muntian General Delegate, ANACOFI
ANACOFI

Join our network

Step 0
Schedule a consultation

Speak with an advisor to learn about our crypto solutions.

Step 1
Become a partner

Sign the partnership agreement and access our platform.

Step 2
Distribute crypto products

Meet your clients’ needs with innovative crypto solutions.

Step 3
Track your commissions and portfolios

Access a dedicated dashboard to manage your retro-commissions and portfolios in real time.

FAQ - Integrating cryptos into wealth management

  • How does client onboarding and tracking work with Meria? Icon arrow

    As an independent financial consultant, you must first register on the platform and complete your KYB (Know Your Business) verification.

    Once this step is validated, the clients you introduce proceed with their own registration by providing the necessary information as part of the KYC (Know Your Customer) verification process.

    After completing these formalities, each of your clients is linked to your Advisor profile, enabling optimal tracking of various operations.

  • What tracking is in place for my clients' investments? Icon arrow

    Tracking is organized in a tripartite manner between the client, the advisor, and Meria.

    This tracking depends on the management mode chosen by the client: advised management or managed mandate. Meria ensures transparency and real-time access to essential information for continuous control and supervision of investments.

  • Does Meria provide educational support for my clients? Icon arrow

    Meria offers educational resources tailored to your clients' needs to help them understand the specifics of cryptocurrency investments.

    We provide various training formats, such as webinars or in-person sessions, to meet your clients’ expectations. Our teams are available to explore the most suitable solution.

Ready to join us?

Meria supports you in your cryptocurrency investments

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