Merriman’s ClearChoice snaps up broker outsourcing business TAG
Stockbroker Davy has sold its broker outsourcing business Trusted Advisor Group (TAG) to ClearChoice, the Dublin-based broker software and training company established in 2016 by Paul Merriman.
ClearChoice is one of three businesses owned by Merriman, who also runs Pax Asset Management, a wealth management business employing 20 people in Dublin and Limerick with revenues of close to €2 million.
Merriman founded the financial advice resource Ask Paul in 2016.
ClearChoice started in ...