Merchant Seven
Fintech Development & Operations

Acceleratingoutcomes.

Merchant Seven is the first of its kind FDE/FDO strategy firm built exclusively for scaling financial technology.
Services

From 1 to 2. Then 2 to 4.

Hollywood (and Peter Thiel) glorify the leap from 0 to 1. But scaling from 1 to 2 is equally complex and often overlooked. We focus on this second step function, moving companies from ideation to adoption.

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, ChartIQ to TradingView, xIgnite to CBOE, and EY to GLG, our team has witnessed the full spectrum of fintech evolutions. Breakthroughs and the setbacks that define scaling companies are what we aim to share with our portfolio today.

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 in the room, there's a key, and somewhere, there's a landmine. We aim to provide just enough light to founders to find the key without blowing themselves up.

01

Audit & Research [Homework]

We start by auditing the business as it stands today: your product, your market position, and your competitors. Everything that follows is built on this foundation of understanding.

02

Customer & Sales Strategy [Planning]

We define who your customers are, how to reach them, and how to sell to them. Segmentation, go-to-market planning, and audience development happen here.

03

Deploy & Execute [Field Work]

Our teams go to work in the field. CRM systems are implemented, outreach begins, and campaigns launch. Strategy becomes action.

04

Amplify & Elevate [Expansion]

Adoption takes hold and we tell your story through brand positioning, media, and investor relations. Results are measured continuously along the way.

05

Scale & Optimize [Repeatable Result]

Fundraising closes, M&A opportunities are evaluated, and the cycle repeats with sharper objectives. Each pass compounds the last.

Our Story

History doesn't repeat, but it often rhymes.

About

Seven generations of American enterprise.

The name "Merchant Seven" is an homage to personal heritage. Seven generations ago, Michael Gratz began his career in Philadelphia in the late 1700s. As a Prussian immigrant, he carved out a foothold in an evolving nation, launching business after business that would help shape the fabric of early Philadelphia (and American) commerce.

The company itself began as a procedural step, an LLC filed in 2018 after the founder stepped away from a previous company. The business sat idle through the meteoric rise of TradingView, which grew tenfold in revenue and from 40 teammates to 800 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 for companies became a full-time commitment. Today, our team of former fintech operators has scaled companies across the globe. That operational experience, combined with strategic consulting, is how we accelerate outcomes.

"Today we remain focused on a day-one mentality: creating, adapting, and surviving at all costs. It 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.

Introducing Harbor

A harbor for the 0 to 1 moment.

The launch of Harbor in early 2026 marks our expansion beyond Series A+ companies, to the founders who need us most. For early-stage fintech builders having that 0 to 1 moment, we deploy fractionally, embedding the Merchant Seven team directly inside the company when hands-on help matters most.

And we invest when we believe we can make a real difference in the future of a business. Harbor is where promising founders find more than a check: they find operational depth, capital, and a team built for financial technology.

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