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.

Medium – Written Interview

Hannah Clark, Editor of The Product Manager on Medium, sat down with Merlin Investor’s Founder and CEO, Guido Petrelli, for an exclusive interview about what it takes to build a highly successful App. In the conversation, Petrelli shared insights drawn from his experience launching Merlin Investor’s platform, discussing key elements such as user-centric design, continuous feedback loops, and staying focused on solving real problems for everyday investors. Here is the full interview as published on Medium magazine’s website. Guido Petrelli of Merlin Investor On 5 Things You Need To Know To Create a Highly Successful App. An Interview With Hannah Clark, Editor of The Product Manager. Get to know your potential users. If you don’t know them well, then it’s very unlikely you’ll come up with a product that will solve their needs. As a very first step, it’s crucial you identify your target audience. In our case the target audience is Gen Z and Millennials in North America who are already using a trading platform, as that demographic is driving the growth of trading platforms and would be interested in complementing their investing experience through our product. There are millions of apps out there. Many are very successful, but most are not. What are the steps taken by successful app makers that distinguish them from unsuccessful ones? In addition, many people have ideas for an app but don’t know where to begin. What are the steps you need to take to create a successful app? As part of this series, I had the pleasure of interviewing Guido Petrelli, CEO and Founder of Merlin Investor: Guido Petrelli is an experienced Corporate Executive and Founder & CEO of Merlin Investor, a Fintech company on a mission to democratize access to investment strategies and offering a software for market study, strategic investment planning and portfolio tracking to retail investors. To empower the young generations to limit potential catastrophic losses and build long term stable results with the ultimate goal to become financially free is what gets him up in the morning. Before starting Merlin Investor, for more than a decade Guido was the Chief Financial Officer and Chief Operating Officer of a multinational automotive group where he was responsible for scaling the company globally and for running its worldwide sales and operations. Guido earned a Bachelor of Science degree in Business Administration and Finance from Bocconi University in Milan, Italy. When he is not working, Guido loves spending time with family, investing in the financial markets and watching soccer. Thank you so much for joining us! Before we dive in, our readers would love to “get to know you” a bit better. Can you tell us a bit about your ‘backstory’ and how you grew up? I was born and grew up in Italy in a small town and from a middle-class family. I moved to Canada for high school and earned my diploma before going back to Italy for college where I studied business administration and finance. Once I graduated from college, I moved to Singapore and worked in the business consultancy field helping European companies expand internationally to the Asia-Pacific region. After that, I joined a multinational automotive company and served as the Chief Financial Officer and Chief Operations Officer for about 14 years. During that time, I was focused on growing the company’s global presence and opened several locations from scratch. I spent most of this time travelling all over the world to manage this business, especially in United States. During this time, I started to get fascinated by the world of technology and its application to the financial sector, which then ultimately inspired me to start Merlin Investor. Most of us have been around a lot longer than apps have. What were your hobbies and interests in your youth before anyone knew what an ‘app’ was? Yes, you’re definitely right, most of us have been around a lot longer than Apps have! Today, it’s hard to imagine our life without Apps, however, growing up I did not feel this way. During my childhood I spent most of my time playing sports (mainly soccer as it is a deemed religion in Italy) and liked spending time with friends and traveling. However, I also enjoyed trading in financial markets — a hobby that helped me create Merlin Investor. I was just sixteen when I opened my first brokerage account and I started to buy and sell stocks, which was a hobby not common for my age, but I was intrigued by the world of trading and wanted to grow my passion more. Little did I know that I would go on to create a company dedicated to empowering a community of young retail investors to take control of their own financial future. It has been said that our mistakes are our greatest teachers. Can you share a story about the funniest mistake you made when you were first starting? Can you tell us what lessons or ‘takeaways’ you learned from that? Every mistake comes with a price and a very important lesson that I hope will offset the cost in the long term. The bigger the mistake, the higher the cost, and therefore, a more important lesson. One of my biggest mistakes happened when I was presented with a very promising, almost life changing, “safe” investment opportunity which was expected to deliver a high return in a short period of time. I decided to trust the advisor that was sponsoring it and take it, but I lost everything in it. I learned that you don’t become rich overnight and that although something may seem safe, easy and rewarding, this is not always the case. I also learned that it takes time, hard work and a step-by-step approach to build long lasting and sustainable returns. But let’s not get too serious here. Another mistake I made happened when I was visiting a facility in China and an employee had just returned from maternity leave. Making casual office conversation, I asked

Benzinga – Press Release

Benzinga celebrates the launch of Merlin Investor’s investment platform, now available to retail investors. The platform empowers users to strategize effectively and stay in control of their investments. Here is the full article as published on Benzinga’s  website. EXCLUSIVE: Merlin Investor Launches Investment Platform To Provide Financial Data And Analytics Personal investment solutions provider, Merlin Investor, announced the launch of a platform providing retail traders with strategic planning capabilities and a broad view into their investment portfolios. Users can access financial data, social sentiment, news, and content to create their personal investment strategies on the platform. The assets covered by the platform include stocks, cryptocurrencies, ETFs and funds, currencies, bonds, indexes, NFTs, real estate, and more categories. Merlin Investor’s platform is currently equipped with about 40 widgets, with more to come. It also has integrations with news websites and social media feeds, and chatrooms. The aim behind creating the platform is to democratize access to investment strategies by forming a community where retail investors can analyze market trends, generate their own strategies, learn from peers and track investments over time. “There is a clear gap between retail investor trading and the current access to educational and strategizing tools to help traders make more informed decisions about their investments,” CEO Guido Petrelli told Benzinga. Users can choose from four different subscription packages, titled Camelot, Lancelot, Excalibur and King Arthur, which range from no cost to $49.99 a month. The platform is available through desktop on the Merlin Investor

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.