David Merrill


As consultative, fractional or interim hands on resource supporting CSO/CMO, COO or CEO, Dave Merrill creates and executes plans and activities that increase recurring revenue and margin for his technology based clients, particularly those in FinTech, SaaS, Predictive Analytics, Workflow Automation and Data businesses.

He combines digital marketing strategies and transformative product management, sales and client success teams to:
• Energize product strategy to grow recurring revenue – excite clients, prospects and internal teams
• Exploit new approaches and technologies to drive competitive advantage
• Build new teams or re-energize existing teams
• Plan for and deliver digital transformations
• Enter adjacent markets or geographies
• Acquire companies or be acquired
• Facilitate innovation & creativity
• Enhance customer success
• Be more innovative / creative
• Increase renewals / retention rates

Among his career highlights, Dave served as Managing Director for Investech, focused on Investment Risk Management and Analytics solutions. Investech was acquired by Accenture. Dave was also CEO of FinAnalytica. He led this innovative SaaS, multi-asset class portfolio risk and analytics company to profitability while accelerating revenue by over 400%. FinAnalytica was acquired by FactSet.

Dave was also Chief Client Officer, Head of Sales and Client Operations for NYFIX. He rebuilt and restructured client organization globally from the bottom up for this $100M-plus business. At Style Analytics, as Managing Director, he fully structured the client-facing organization and market positioning of this global, factor-based portfolio analysis and communications SaaS business.

Other leadership positions included Managing Director, Americas for Moody’s KMV; Managing Director, Global Operations for Omgeo; and Director of Sales and Market Development at Thomson Financial Services.

Dave received is B.S., Business and Marketing from the University of Rhode Island.

The Latest from David Merrill

    It's time we move beyond the Active vs. Passive Investing debate and bifurcated strategy labeling The clarity once gained from what has become a messy strategy split has degrade...

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    Dave Merrill Contributes Article on ESG in Advisor Perspectives

    Environmental, social and governance (ESG) investing is a major force with more than $20 trillion in assets. But, for it to succeed, investors need to know that companies are rel...

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    B2B Account Based Marketing

    B2B Account Based Marketing: It's what's on your plate The smart money knows that at your B2B SaaS, Data or FinTech business, Personalized or Account Based Marketing (ABM) is on...

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  • ESG Investing

    The Rise of the Single Company ESG Rating The Good. The Bad. And Where We (Might) Go From Here There is no longer any doubt that ESG investing is a major force with estimates n...

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