Big 4 Expertise. Boutique Economics.

We help boutique asset managers and fintechs optimize market data costs and navigate regulatory complexity—without the Big 4 price tag or timeline.

15-30%
Typical Cost Savings
2-3 Weeks
From Start to Results
8+ Years
Big 4 Experience

Why Boutique Firms Choose Us

Speed

2-3 week turnaround vs. 6-12 weeks with Big 4

💰

Value

Fixed-fee engagements designed for boutique budgets

🎯

Expertise

Direct access to senior consultant, not junior teams

🔧

Practical

Actionable recommendations, not theoretical frameworks

The Challenge Boutique Asset Managers Face

Market data costs spiraling — Bloomberg, Refinitiv licenses piling up with no clear usage picture

No time for optimization — Your team is focused on investment performance, not contract reviews

Big 4 solutions too expensive — €50K+ projects don't make sense for your firm size

Regulatory pressure mounting — SFDR, DORA compliance deadlines approaching with limited guidance

Tech stack becoming unwieldy — Rapid growth means redundant systems and integration gaps

We Solve This

We bring enterprise-grade optimization and regulatory advisory to boutique asset managers — with pricing and speed that actually works for you.

Same rigorous methodologies used at EY. More flexible. More accessible.

Schedule a Call

Services Designed for Boutique Firms

Most Popular

Market Data Cost Optimization Audit

Identify hidden savings in your Bloomberg, Refinitiv, and other market data contracts without disrupting operations.

What's Included:

  • Comprehensive contract analysis
  • Usage assessment & license optimization
  • Benchmark comparison vs. peer firms
  • Prioritized savings roadmap
  • Vendor negotiation support

Timeline: 2-3 weeks

Ideal for: €50M-€2B AUM firms spending €50K+ on market data

Request Audit

Regulatory Gap Assessment

Navigate SFDR, DORA, and other regulatory requirements with a clear compliance roadmap tailored to your firm.

What's Included:

  • Comprehensive compliance gap analysis
  • Risk-prioritized action plan
  • Implementation timeline & resource needs
  • Regulatory change monitoring
  • Documentation templates

Timeline: 2-3 weeks

Ideal for: Firms facing upcoming regulatory deadlines

Get Assessment

Tech Stack Health Check

Identify redundancies, integration gaps, and optimization opportunities in your technology architecture.

What's Included:

  • System architecture review
  • Redundancy & gap identification
  • Vendor consolidation strategy
  • Integration roadmap
  • Cost optimization recommendations

Timeline: 2-3 weeks

Ideal for: Fast-growing fintechs & wealth tech firms

Book Health Check

How It Works

A proven, efficient process that minimizes your team's time investment while maximizing results.

1

Discovery Call

30-minute conversation to understand your challenges, current setup, and objectives.

2

Data Collection

Simple document request (contracts, reports, lists). Minimal time from your team.

3

Deep Analysis

We do the heavy lifting—contract review, usage analysis, benchmarking, opportunity modeling.

4

Findings & Roadmap

Comprehensive report with prioritized recommendations and clear implementation steps.

Real Results for Boutique Firms

Recent engagements delivering measurable value in weeks, not months.

€45K Annual Savings

€500M Austrian Asset Manager — Identified unused Bloomberg licenses, renegotiated Refinitiv contract, consolidated 3 data vendors.

SFDR Compliance Roadmap

WealthTech Startup — Gap assessment completed in 2 weeks. Clear action plan to meet institutional client requirements.

System Consolidation

€1.2B Multi-Asset Manager — Mapped redundant tech stack, identified 30% cost reduction through vendor consolidation.

About Meridian Advisory

Founded on a simple belief: boutique asset managers deserve the same caliber of advisory that large institutions receive—but with pricing and speed that actually works for their business.

Led by Aryan Seddiqi, a bilingual investment and technology consultant with 8+ years transforming wealth and asset management operations across Europe.

After spending nearly a decade at EY leading strategic transformation, data governance, and regulatory projects for some of Europe's largest asset managers, we bring Big 4 methodologies with boutique accessibility.

"We're tired of seeing great firms told they're 'too small' for quality advisory. That ends here."
8+ years at EY serving wealth & asset management clients
Strategic transformation programs across Europe
Data governance & digital architecture design
Regulatory advisory (SFDR, IFRS17, DORA, MiFID II)
Market data optimization & vendor selection
Bilingual (German/English) serving DACH region
Academic foundation in Investment Management & International Business

Ready to Optimize Your Operations?

Start with a complimentary 30-minute diagnostic. We'll review your setup and identify 2-3 quick wins—no obligation.

We'll respond within 24 hours to schedule your complimentary diagnostic session.

Prefer email? Reach out directly at hello@meridianadvisory.com