# Merrill Lynch: portfolio, investments and team > Merrill Lynch is an investment firm based in United States. 23 investments on record, latest Oct 2014. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/merrill-lynch (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Merrill Lynch Last cheque observed Oct 2014. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet Investment firm Venture Series A Series C Consumer E-Commerce Professional Services Cheques on record **0%** of best year **0** **cheques in 12 months**, 23 on record Since the last cheque **4408** days **00** hrs **00** min **00** sec Median round **$33M** Rounds led **0 of 23** Sole investor **1 rounds** Exits **8 from the portfolio** Mostly in **United States, 76%** Pitch Merrill Lynch ## Merrill Lynch highlights - 01 23 rounds on record - 02 Mostly Venture and Series A: 59% of its rounds - 03 Sole investor in 1 rounds, median undisclosed - 04 8 exits from the portfolio ## What they do - **Type:** Investment firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Consumer E-Commerce Professional Services - **Based in:** Austin, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **23 appearances** - **2014** 1 round - **Oct** **[Symphony](https://millionrounds.com/company/symphony)** US **$66M** With 15 others - **2008** 1 round - **Feb** **[Zonare Medical Systems](https://millionrounds.com/company/zonare-medical-systems)** Venture · US · deals.venturebeat.com **$30M** With 7 others - **2007** 7 rounds - **Dec** **[ShanghaiMed Healthcare](https://millionrounds.com/company/shanghaimed-healthcare)** Series E · CN **$25M** With 4 others - **Oct** **[SiC Processing](https://millionrounds.com/company/sic-processing)** Venture · DE **$75M** With 3 others - **Oct** **[easy2comply (Dynasec)](https://millionrounds.com/company/easy2comply-dynasec)** Series A · US · vccafe.com **$1.0M** With 2 others - **Sept** **[ArrayComm](https://millionrounds.com/company/arraycomm)** Venture · US · thefreelibrary.com **$30M** With 1 other - **Sept** **[Matisse Networks](https://millionrounds.com/company/matisse-networks)** Series C · US **$45M** With 4 others - **Aug** **[EKR Therapeutics](https://millionrounds.com/company/ekr-therapeutics)** Series C · US **$13M** With 4 others - **May** **[BATS](https://millionrounds.com/company/bats)** Venture · US **$45M** With 4 others - **2006** 1 round - **Dec** **[Jiangsu Shunda Semiconductor Development](https://millionrounds.com/company/jiangsu-shunda-semiconductor-development)** Growth · CN **$82M** With 3 others - **2003** 2 rounds - **Oct** **[Scottish & Newcastle PLC](https://millionrounds.com/company/scottish-and-newcastle-plc)** Venture · GB **$4.2M** With 3 others - **Aug** **[NETGEAR](https://millionrounds.com/company/netgear)** Venture · US **$98M** With 2 others - **2002** 4 rounds - **Dec** **[Harris Research](https://millionrounds.com/company/harris-research)** US **$48M** With 3 others - **Nov** **[Alliance Medical Corporation](https://millionrounds.com/company/alliance-medical-corporation)** Series E · US **$7.3M** With 5 others - **Oct** **[CapitalStream](https://millionrounds.com/company/capitalstream)** Growth **$10M** With 7 others - **Feb** **[Caspian Networks](https://millionrounds.com/company/caspian-networks)** Series D · US **$120M** With 4 others - **2001** 4 rounds - **Dec** **[Nextest Systems](https://millionrounds.com/company/nextest-systems)** Venture · US **$20M** With 5 others - **Nov** **[Zambeel,Inc.](https://millionrounds.com/company/zambeel-inc)** Series B · US **$53M** With 9 others - **Aug** **[Graviton](https://millionrounds.com/company/graviton)** Series D · US **$35M** With 8 others - **Jan** **[TrueSAN Networks](https://millionrounds.com/company/truesan-networks)** Series A **$30M** With 6 others - **2000** 2 rounds - **Oct** **[Ingenio](https://millionrounds.com/company/ingen-io)** Series C · US **$42M** With 10 others - **Jun** **[Buscape](https://millionrounds.com/company/buscape)** Series A · BR **$6.0M** With 3 others - **1999** 1 round - **Aug** **[Archipelago](https://millionrounds.com/company/archipelago)** US **Undisclosed** Sole investor An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team We hold **38** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$1782B** assets it manages Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED - **SEC number:** CRD 7691 ## Exits from the portfolio Companies it backed that were later bought or listed **8 in all** **[Zonare Medical Systems](https://millionrounds.com/company/zonare-medical-systems)** Bought by Mindray Medical International **$105M** Jun 2013 **[EKR Therapeutics](https://millionrounds.com/company/ekr-therapeutics)** Bought by Cornerstone Therapeutics **$150M** May 2012 **[easy2comply (Dynasec)](https://millionrounds.com/company/easy2comply-dynasec)** Bought by [Check Point Software Technologies](https://millionrounds.com/fund/check-point-software-technologies) **Undisclosed** Nov 2011 **[Buscape](https://millionrounds.com/company/buscape)** Bought by [Naspers](https://millionrounds.com/fund/naspers) **$374M** Oct 2009 **[Jiangsu Shunda Semiconductor Development](https://millionrounds.com/company/jiangsu-shunda-semiconductor-development)** Bought by Suntech Power **$102M** May 2008 **[CapitalStream](https://millionrounds.com/company/capitalstream)** Bought by HCL **$40M** Feb 2008 **[Ingenio](https://millionrounds.com/company/ingen-io)** Bought by [AT&T](https://millionrounds.com/fund/at-and-t) **Undisclosed** Nov 2007 **[Archipelago](https://millionrounds.com/company/archipelago)** Bought by NYSE Euronext **$2.1B** Mar 2005 An exit counts when it came after the firm's first round in the company. From historical deal records. ## The cheque Venture Series A Series C Median round joined **$33M** the round, not its cheque Alone, median **-** Led 0 of 23 rounds **0%** - **Sole investor:** 1 rounds - **Last cheque:** Oct 2014 - **Exits:** 8 from the portfolio Rounds by stage said on their site - Venture *7* - Series A *3* - Series C *3* - Growth *2* - Series D *2* Cheques by year Led Joined 1999 2014 Often in the room with - [Credit Suisse](https://millionrounds.com/fund/credit-suisse) 3 - [Deutsche Bank](https://millionrounds.com/fund/deutsche-bank) 3 - [Amerindo Investment Advisors](https://millionrounds.com/fund/amerindo-investment-advisors) 2 - [Integral Capital Partners](https://millionrounds.com/fund/integral-capital-partners) 2 - [Lehman Brothers](https://millionrounds.com/fund/lehman-brothers) 2 - [Morgan Stanley Investment Management](https://millionrounds.com/fund/morgan-stanley-investment-management) 2 **Pitching Merrill Lynch?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Merrill Lynch. A count of rooms they were both in, not a relationship either has claimed. [**Credit Suisse** VC firm **3** rounds together](https://millionrounds.com/fund/credit-suisse)[**Deutsche Bank** Corporate VC **3** rounds together](https://millionrounds.com/fund/deutsche-bank)[**Amerindo Investment Advisors** Growth equity **2** rounds together](https://millionrounds.com/fund/amerindo-investment-advisors)[**Integral Capital Partners** Growth equity **2** rounds together](https://millionrounds.com/fund/integral-capital-partners)[**Lehman Brothers** Hedge fund **2** rounds together](https://millionrounds.com/fund/lehman-brothers)[**Morgan Stanley Investment Management** Private equity **2** rounds together](https://millionrounds.com/fund/morgan-stanley-investment-management)[**New Enterprise Associates** VC firm **2** rounds together](https://millionrounds.com/fund/new-enterprise-associates)[**Walden International** VC firm **2** rounds together](https://millionrounds.com/fund/walden-international)[**Woodside Fund** VC firm **2** rounds together](https://millionrounds.com/fund/woodside-fund) ## Mentioned on podcasts Episodes that name Merrill Lynch in their description, not their title. - [EU-Startups Podcast](https://millionrounds.com/podcasts/eu-startups) 8 Oct 2026 · 41 min Where Podcasting Meets Venture Capital Mentions [Bank of America Merrill Lynch](https://millionrounds.com/fund/bank-of-america-merrill-lynch)[DST Global](https://millionrounds.com/fund/dst-global)[Harry Stebbings](https://millionrounds.com/fund/harry-stebbings) *+1* Apple PodcastsShow page - [Alt Goes Mainstream](https://millionrounds.com/podcasts/alt-goes-mainstream) 4 Nov 2025 · 38 min PGIM's Dominick Carlino - operating at the intersection of asset management, insurance, and wealth management Mentions [Merrill Lynch](https://millionrounds.com/fund/merrill-lynch)[Prudential Financial](https://millionrounds.com/fund/prudential-financial) Apple PodcastsShow page - [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 2 Jul 2025 · 18 min Leading Financial Services Growth Investor: Lee Equity’s Mark Gormley Mentions [Merrill Lynch](https://millionrounds.com/fund/merrill-lynch) Apple PodcastsShow page - [Alt Goes Mainstream](https://millionrounds.com/podcasts/alt-goes-mainstream) 7 May 2025 · 1h 7m Constellation Wealth Capital's Karl Heckenberg - why there will be a $1T independent wealth management firm With [Karl Heckenberg](https://millionrounds.com/person/karl-heckenberg-constellation-wealth-capital) Mentions [Charles Schwab](https://millionrounds.com/fund/charles-schwab)[Merrill Lynch](https://millionrounds.com/fund/merrill-lynch)[Wells Fargo](https://millionrounds.com/fund/wells-fargo-bank-office) Apple PodcastsShow page - [Alt Goes Mainstream](https://millionrounds.com/podcasts/alt-goes-mainstream) 19 Dec 2024 · 38 min Investing with an Evergreen Lens Series with iCapital and Vista Equity Partners, KKR, Hamilton Lane: Ep. 3 - Hamilton Lane's Stephanie Davis With [Stephanie Davis](https://millionrounds.com/person/stephanie-davis) Mentions [Hamilton Lane](https://millionrounds.com/fund/hamilton-lane)[Vista Equity Partners](https://millionrounds.com/fund/vista-equity-partners)[Merrill Lynch](https://millionrounds.com/fund/merrill-lynch) Apple PodcastsShow page ## Quick answers about Merrill Lynch ### What does Merrill Lynch invest in? Merrill Lynch invests most often at Venture and Series A (59% of the rounds on record), in sectors such as Consumer, E-Commerce and Professional Services. ### How active is Merrill Lynch? 23 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2014. ### How big are Merrill Lynch's cheques? The median round it joins is $33M. ### Does Merrill Lynch lead rounds? Rarely, if at all: none of its 23 investments on record names it as the lead. ### Where does Merrill Lynch invest? Most of the companies it backs are in the United States (76%) and China (10%). ### Is Merrill Lynch investing now? No investments in the last 12 months; the latest was in Oct 2014. ### Who does Merrill Lynch invest alongside? Most often Credit Suisse (3 rounds together), Deutsche Bank (3 rounds together) and Amerindo Investment Advisors (2 rounds together). ### What kind of investor is Merrill Lynch? Merrill Lynch is an investment firm based in Austin, United States. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=merrill-lynch) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=merrill-lynch)