Customer story

Meridian Peak Capital

Consolidating positions across nine venues into one real-time view.

Industry
Asset management
Location
London
Company size
100–250 employees
The unified dashboard across exchanges and wallets gives us a single source of truth. Our portfolio managers finally have real-time clarity.
Sarah Vance, CIO, Meridian Peak Capital

The challenge

Meridian held positions across nine exchanges and a long tail of self-custodied wallets. Each venue reported differently, so the firm’s true exposure existed only in a spreadsheet rebuilt every morning, and it was stale by the time the desk opened.

Why Seerian

Seerian consolidates every venue and wallet into one continuously updating position view, with consistent valuation across all of them. Portfolio managers read exposure directly instead of waiting on the morning reconciliation.

The outcome

The overnight reconciliation is gone. Exposure is accurate to the minute, and the risk team sets limits against live numbers rather than yesterday’s close.

What changed at Meridian Peak Capital

Venues in a single view
9
Position accuracy
Real-time
Reconciliation time removed
~15h/wk

Consolidating positions across nine venues into one real-time view.

More customer stories

Other desks that consolidated their research and portfolio oversight onto Seerian.

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