At Ai Merchantry, our collaborative partnership model brings together trusted professionals—from agents and advisors to CPAs and legal experts—to deliver integrated, values-driven financial solutions. Guided by clarity, care, and a relentless commitment to excellence, our teams across the U.S. unite under one purpose: to serve and elevate your life, wealth, health, and legacy through a seamless, human-centered experience.












































Bridging communities, expert advisors, and leading insurers—we're the trusted connector at the center, helping you thrive with holistic financial confidence.
Corporate Office:
207 W. Millbrook Road, Suite 210
Raleigh, North Carolina 27609
(844) 626-2246
Advisor & Client
Engage
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