Bank of America Merrill Lynch
Charlotte, North Carolina, United StatesFounded 2009
Bank of America Merrill Lynch, through its Merrill and Private Bank divisions, focuses on providing ultra-high-net-worth clients with access to alternative investments. Their strategy involves direct LP investments into private equity, private credit, venture capital, and real asset funds, emphasizing specialized opportunities in emerging themes and niche strategies across sectors like technology, healthcare, and sports.
100% of their portfolio is in Fintech. Their most common stage is growth (100% of deals).
Portfolio
1
Fund Size
$71B
Top Stage
Growth
Last 12 Mo
0
Portfolio Breakdown
Stage Distribution
Portfolio
1 investment
| Company | Round | Amount | Date |
|---|---|---|---|
 R3 | Growth | $107M | May 2017 |
Top Co-Investors
SBI Investment1 shared
HSBC1 shared
Intel Capital1 shared
Temasek Holdings1 shared
ING Ventures1 shared
Barclays1 shared
Wells Fargo1 shared
Last updated: 28 April 2026