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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Meridian is designed to help brands and marketing agencies boost their presence in the growing AI-powered search and shopping landscape. The platform monitors how AI tools like ChatGPT, Perplexity, and Google AI mention and describe a brand’s products in real time. It offers detailed visibility scoring, share-of-voice tracking, and keyword analysis to uncover dominant themes and emerging trends related to a brand. Meridian’s dashboard highlights answer gaps and provides tailored recommendations for improving AI content strategies and product positioning. Brands can benchmark their AI visibility against competitors and analyze performance factors such as retailer dynamics and customer feedback. With agent reports, companies gain insights into how AI crawlers interpret their online presence. Meridian also measures attribution from any AI platform, helping brands understand the impact of AI-driven consumer discovery. This tool equips businesses to capitalize on AI’s increasing role in customer search behavior.

Description

Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Adswerve Yes 
Altvia No 
Apex No 
Box No 
ChatGPT Yes 
Claude Yes 
Dropbox No 
Gemini Yes 
Gmail No 
Google AI Overviews Yes 
Google Calendar No 
Microsoft OneDrive No 
Microsoft Outlook No 
Microsoft SharePoint No 
Perplexity Yes 
Raylu No 
Vercel Yes 
Webflow Yes 

Integrations

Adswerve No 
Altvia Yes 
Apex Yes 
Box Yes 
ChatGPT No 
Claude No 
Dropbox Yes 
Gemini No 
Gmail Yes 
Google AI Overviews No 
Google Calendar Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Microsoft SharePoint Yes 
Perplexity No 
Raylu Yes 
Vercel No 
Webflow No 

Pricing Details

Custom
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Meridian

Founded

2025

Country

United States

Website

trymeridian.com

Vendor Details

Company Name

Meridian

Founded

2023

Country

United States

Website

www.meridian-ai.com

Product Features

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

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