Meridian
Category: AI in Fintech
AI-powered modeling layer and finance IDE that automates Excel-based financial modeling with agentic spreadsheets, autonomous research, and full auditability. Meridian was founded in 2025. The company is led by John Ling. Based in New York, USA. Team size: 11-50. Total funding raised: $17.0M. Latest round: Seed ($17.0M, Feb 2025). Key investors include Andreessen Horowitz (a16z), The General Partnership, QED Investors, FPV Ventures, Litquidity Ventures, Soma Capital.
- Founded
- 2025
- Headquarters
- New York, USA
- Team size
- 11-50
- Total funding
- $17.0M
Value proposition
Compresses multi-hour financial modeling and research tasks into minutes while ensuring deterministic, auditable, and hallucination-free outputs for regulated industries.
Products and solutions
AI-native Financial IDE (Integrated Development Environment), Agentic Spreadsheet Interface, Autonomous Research Agents (SEC filings, web browsing, and data extraction), Deterministic Logic & Audit Engine
Unique value
AI-powered modeling layer and finance IDE: agents work across Meridian, Excel, and Google Sheets with full source traceability and deterministic, auditable outputs—not a black-box chatbot plugin.
Target customer
Private equity firms, investment banks, hedge funds, and corporate finance (FP&A) teams.
Industries served
Financial Services, Private Equity, Investment Banking, Corporate Finance, Fintech
Technology advantage
Combines Large Language Models (LLMs) with rule-based logic and structured financial tooling to eliminate AI hallucinations, providing a 'pro-code' environment for finance professionals.
How they differentiate
Differentiates via agentic research and model-building (SEC/EDGAR, datarooms) with deterministic, firm-template-aligned outputs across a finance IDE plus native Excel/Google Sheets integration—not a simple chatbot add-on.
Main competitors
Causal, Equals, Microsoft Excel (with Copilot), Basis
Key partnerships
Andreessen Horowitz (a16z) - Co-Lead Investor, The General Partnership - Co-Lead Investor, QED Investors, FPV Ventures, Litquidity Ventures, Soma Capital
Notable customers
Decagon, OffDeal, Top investment bank(s), Corporate FP&A / finance teams
Major milestones
Emerged from stealth in February 2026, Raised $17M Seed round co-led by a16z and The General Partnership, Achieved a $100M post-money valuation at the Seed stage, Developed proprietary agentic spreadsheet / finance IDE with Excel & Google Sheets integration
Growth metrics
Signed ~$5M in customer contracts in December 2025 alone prior to emerging from stealth; valued at $100M post-money as of February 2026 seed.
Market positioning
High-end AI-native workspace for sophisticated financial institutions (Private Equity, Investment Banking, and Hedge Funds).
Geographic focus
North America (Headquartered in New York), with a focus on global financial hubs.
Patents and IP
No registered patents disclosed as of latest update; proprietary agentic workflow architecture.
About John Ling
Special Projects at Scale AI (2024–2025); co-founder of Canopy (formerly Encarte, YC W19); previously investor at DN Capital and Venture Analyst at Dartmouth Venture Analysts.
Latest news about Meridian
- Meridian.AI has secured 17 million dollars in seed funding at a 100 million dollar valuation to launch an IDE-based workspace for agentic financial modeling 📊. Unlike standard plugins, this platform t
- Meridian secured 17 million dollars in seed funding led by Andreessen Horowitz, valuing the startup at 100 million dollars. The platform replaces spreadsheets with an AI-native IDE that condenses comp
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Official website: https://www.meridian.ai