Merchant Seven
Fintech Development & Operations

Acceleratingoutcomes.

The first FDE/FDO firm built exclusively for financial technology. We help companies scale from 1 to 2, and from 2 to 4 — providing the decisive push that determines whether a company reaches escape velocity.
Services

From 1 to 2. Then 2 to 4.

While Hollywood glorifies the leap from 0 to 1, scaling from 1 to 2 is equally complex and often overlooked. This is where we focus — and where we win.

01Strategy

Strategy & Corporate Development

We guide mergers and acquisitions, investor relations, narrative crafting, brand positioning, and executive team building to shape your company's strategic direction.

02Deployment

Deployment & Sales Operations

From client strategy to CRM development, sales material creation, and channel optimization, we architect and automate your sales workflows for sustainable growth.

03Marketing

Marketing & Community

We develop your brand voice, build marketing lifecycles, cultivate engaged communities, and manage ongoing social strategy to amplify your market presence.

04IR & PR

Investor Relations & Media

Strategic storytelling, pitch deck development, ongoing investor communications, press cultivation, and tactical media placements to elevate your public narrative.

05Market Data

Market Data Strategy

Compliance guidance, license optimization, cost reduction strategies, and audit support to navigate the complex landscape of financial market data.

06Harbor

Advisory Services

Early-stage go-to-market strategy, fundraising support, and executive coaching to help founders navigate the critical inflection points of company building.

Our Mandate

We move faster than any internal team. By design.

Expertise

Deep fintech domain knowledge.

From Thomson Reuters to StockTwits, TradingView to CBOE, and EY to GLG, our team has witnessed the full spectrum of fintech evolution — the breakthroughs and the setbacks that define scaling companies. We deploy this hard-won expertise into every engagement.

12
Portfolio Countries
60m+
Monthly Active Users
$46m
Capital Raised
$220m+
Annual Revenue
25+
Strategic Projects
8+
Team Members

Seed to Series B

Early-stage companies seeking product-market fit, competitive positioning, and the strategic clarity to raise their next round.

  • Market entry strategy
  • Competitive positioning
  • Fundraising support

Growth Stage

Series C+ companies focused on market expansion, operational scaling, and building the infrastructure for exponential growth.

  • Geographic expansion
  • M&A strategy
  • Operational scaling

Enterprise

Established institutions navigating digital transformation and seeking to compete with nimble fintech challengers.

  • Digital transformation
  • Innovation programs
  • Partnership strategies
Approach

The illumination in a dark industry.

Early-stage technology is like being in a pitch-black room. Somewhere there is a key, and somewhere a landmine. We provide just enough light to find the key without blowing yourself up.

01

Audit & Research

We conduct comprehensive audits of your current state, deep market research, and competitive analysis to build a foundation of understanding. Brand development and strategic planning begin here.

02

Customer & Sales Strategy

We architect your go-to-market approach through customer development, sales strategy design, and audience cultivation. Community development begins in parallel to build early momentum.

03

Deploy & Execute

Teams are deployed in the field. CRM systems are implemented, social outreach accelerates, and marketing campaigns launch. This is where strategy becomes tangible action.

04

Amplify & Elevate

Strategic storytelling activates through brand pitching, media circuits, and investor relations. Results are audited continuously while corporate development opportunities are explored.

05

Scale & Optimize

Fundraising efforts culminate, M&A opportunities are evaluated, and the cycle repeats with refined objectives. Continuous optimization drives compounding returns.

Our Story

History doesn't repeat, but it often rhymes.

About

Seven generations of American enterprise.

The name "Merchant Seven" is an homage to heritage: the 7th generation of merchants in America, tracing back to Michael Gratz in Philadelphia in the late 1700s. As a Prussian immigrant, he carved out a foothold in an evolving nation, launching businesses that would shape the fabric of early Philadelphia commerce.

The company itself began as a procedural step — an LLC filed in 2018 after leaving StockTwits. It sat idle through the meteoric rise of TradingView, which grew tenfold in revenue and from 40 teammates to 600 across six continents. But as that growth compounded, founders began reaching out, seeking guidance on scaling their own businesses.

What began as informal puzzle-solving became a full-time commitment. Today, our team of former fintech operators has scaled companies across six continents — witnessing the meteoric rises and navigating the inevitable setbacks. That operational experience, combined with strategic consulting, is how we accelerate outcomes.

"The belief in a day-one mentality — creating, adapting, and surviving — remains the foundation of everything we do."

2018
Founded
NYC
Headquarters
7th
Generation
8+
Team Members
Our Philosophy

There are no bad ideas — only opportunities yet to be explored.

Contact

Think bigger. Accelerate outcomes.

There are no bad ideas, only opportunities yet to be explored. Whether you are ready to engage or simply exploring, we would love to hear from you.

41 Madison Ave, New York, NY