Private company
MeridianLink, Inc.
At MeridianLink, our vision is to power life’s important financial moments and our mission is to be the most trusted financial services technology platform, enabling our customers to focus on what is.3 From its latest annual report
Last updated Oct 19, 2026.
Overview
- IndustryServices-Prepackaged Software1
- HeadquartersIrvine, California1
- Incorporated inDE2
- Business address1 Venture, Suite 235, Irvine, Ca 926182
- Filer category, Emerging growth company2
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At MeridianLink, our vision is to power life’s important financial moments and our mission is to be the most trusted financial services technology platform, enabling our customers to focus on what is truly important: their employees, clients, and communities.3 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2024
Where the money goes
Where each dollar of revenue went, fiscal 2024
- Cost of revenue34¢$108.5M
- Research and development12¢$39.5M
- Other costs53¢$167.4M
- Income tax0¢$908.0K
Out of $316.3M in revenue.4 The company lost money this year.
Where each dollar of operating cash went, fiscal 2024
- Capital spending0¢$367.0K
- Share buybacks100¢$104.8M
Out of $77.8M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.4
Financial statements
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|
| Revenue | $152.7M5 | $199.3M6 | $267.7M7 | $288.0M4 | $303.6M4 | $316.3M4 | |
| Cost of revenue | $47.3M5 | $58.4M6 | $89.6M7 | $106.3M4 | $108.5M4 | $108.5M4 | |
| Gross profit | $105.4M5 | $141.0M6 | $178.1M7 | $181.7M4 | $195.1M4 | $207.8M4 | |
| Research and development | $16.0M5 | $18.7M6 | $36.3M7 | $42.6M4 | $47.5M4 | $39.5M4 | |
| Operating expenses | $140.4M7 | $153.1M4 | $179.6M4 | $203.1M4 | |||
| Operating income | $20.3M5 | $45.6M6 | $37.7M7 | $28.6M4 | $15.5M4 | $4.6M4 | |
| Interest | $38.1M5 | $34.7M6 | $32.6M7 | $24.2M7 | $38.2M7 | ||
| Income before tax | -$4.9M7 | $5.4M4 | -$18.6M4 | -$28.9M4 | |||
| Income tax | -$5.1M5 | $1.8M6 | $5.1M7 | $4.1M4 | $23.9M4 | $908.0K4 | |
| Net income | -$12.6M5 | $9.2M6 | -$10.0M7 | $1.3M4 | -$42.5M4 | -$29.8M4 | |
| Earnings per share | -$0.885 | -$0.496 | -$0.487 | $0.024 | -$0.534 | -$0.394 | |
| Earnings per share (diluted) | -$0.885 | -$0.496 | -$0.487 | $0.024 | -$0.534 | -$0.394 | |
| Shares (weighted, basic) | 63.8M shares7 | 80.5M shares4 | 80.3M shares4 | 76.3M shares4 | |||
| Shares (weighted, diluted) | 63.8M shares7 | 82.4M shares4 | 80.3M shares4 | 76.3M shares4 |
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|
| Cash | $32.8M5 | $97.8M5 | $37.7M6 | $113.6M6 | $55.8M7 | $80.4M4 | $92.8M4 |
| Receivables | $23.9M7 | $29.0M7 | $30.3M7 | ||||
| Current assets | $72.2M5 | $148.0M6 | $128.1M7 | $124.4M4 | $138.2M4 | ||
| Property, plant and equipment | $6.0M6 | $4.2M7 | $3.3M4 | $2.2M4 | |||
| Goodwill | $564.8M7 | $608.7M4 | $610.1M4 | $610.1M4 | |||
| Intangible assets | $298.6M6 | $297.5M7 | $251.1M4 | $201.5M4 | |||
| Total assets | $963.7M5 | $1.0B6 | $1.1B7 | $996.3M4 | $961.3M4 | ||
| Accounts payable | $2.3M6 | $1.2M7 | $4.4M4 | $6.8M4 | |||
| Short-term debt | $2.1M6 | $3.5M7 | $3.5M4 | $3.7M4 | |||
| Current liabilities | $152.8M5 | $43.8M6 | $54.2M7 | $55.8M4 | $57.0M4 | ||
| Long-term debt | $516.9M5 | $425.4M6 | $423.4M7 | $420.0M4 | $464.9M4 | ||
| Total liabilities | $670.2M5 | $469.6M6 | $480.1M7 | $488.0M4 | $533.8M4 | ||
| Retained earnings | -$40.4M6 | -$42.4M7 | -$146.5M4 | -$281.7M4 | |||
| Shareholders’ equity | -$36.2M6 | -$26.4M7 | $556.3M4 | $579.1M4 | $508.2M4 | $427.5M4 | |
| Shares outstanding | 79.7M shares6 | 80.6M shares7 | 78.4M shares4 | 76.0M shares4 |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
| Fiscal year | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|---|
| Cash from operations | $21.8M5 | $67.5M6 | $89.8M7 | $74.6M4 | $68.0M4 | $77.8M4 | |
| Stock-based compensation | $30.7M7 | $22.8M4 | $30.6M4 | $51.4M4 | |||
| Capital spending | $3.4M5 | $4.1M6 | $843.0K7 | $1.1M4 | $943.0K4 | $367.0K4 | |
| Free cash flow | $18.4M | $63.3M | $89.0M | $73.5M | $67.0M | $77.4M | |
| Cash from investing | -$126.3M7 | -$124.3M4 | $20.1M4 | -$7.5M4 | |||
| Share buybacks | $06 | $07 | $3.4M4 | $61.2M4 | $104.8M4 | ||
| Cash from financing | $110.2M7 | -$8.1M4 | -$63.4M4 | -$58.0M4 |
Leadership
Who has led MeridianLink, Inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
- Chief executive officerLaurence E. Katz Oct 3, 2025 to now10
- Chief executive officerNicolaas Vlok Jul 27, 2021 to Aug 2, 202111
- Chief executive officerTimothy Nguyen Aug 2, 2021 to Aug 2, 202112
- PresidentLaurence E. Katz Jan 3, 2025 to now13
- PresidentChris Maloof Jun 21, 2022 to Jan 3, 202514
- Chief financial officerLaurence E. Katz Apr 3, 2024 to Apr 3, 202415
- Chief financial officerElias Olmeta Sep 3, 2024 to now16
- Chief financial officerSean W. Blitchok Jun 21, 2022 to Jan 8, 202417
- Chief financial officerChad H. Martin Jul 27, 2021 to May 4, 202218
- Chief operating officerAlan R. Arnold Jul 27, 2021 to Jan 3, 202319
Board members and other officers (16)
- Chief Strategy OfficerTimothy Nguyen Jul 27, 2021 to Sep 3, 202120
- Board memberLaurence E. Katz Jan 3, 2025 to now13
- Board memberGeorge Jaber Mar 19, 2024 to now21
- Board memberMark Sachleben Mar 3, 2023 to now22
- Board memberCody Cowan Aug 14, 2023 to Aug 14, 202323
- Board memberEdward H. McDermott Aug 18, 2023 to now24
- Board memberYael Zheng Jan 3, 2022 to now25
- Board memberDuston Williams Jul 13, 2022 to now26
- Board memberAnirudh Jangalapalli Jul 27, 2021 to Jun 9, 202327
- Board memberArthur J. Rohde Jul 27, 2021 to now28
- Board memberJames K. Lines Jul 27, 2021 to Jun 10, 202229
- Board memberNicolaas Vlok Jul 27, 2021 to now11
- Board memberPam Murphy Jul 27, 2021 to Jun 10, 202230
- Board memberPaul Andrew Zuber Jul 27, 2021 to Jun 9, 202331
- Board memberTimothy Nguyen Jul 27, 2021 to Feb 9, 202420
- Board memberReema Poddar Nov 4, 2021 to now32
Former names
- Project Angel Parent, LLCDec 15, 2020 to Jul 26, 20212
Timeline
Filings
290 filings to the SEC since October 2021: 4 annual reports, 12 quarterly reports, 49 major events, 134 insider forms, 12 large holders, 79 other. The latest 20:
- Feb 13, 2026SCHEDULE 13G/A EDGAR
- Feb 10, 2026SCHEDULE 13G/A EDGAR
- Nov 18, 2025EFFECT EDGAR
- Nov 3, 202515-12G EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 20254 EDGAR
- Oct 24, 2025S-8 POS EDGAR
- Oct 24, 2025S-8 POS EDGAR
- Oct 24, 2025S-8 POS EDGAR
- Oct 24, 2025S-8 POS EDGAR
- Oct 24, 2025S-8 POS EDGAR
The 290 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
47 open-market trades by officers, directors and large owners since October 2021: 0 buys and 47 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Dec 20, 2024 | Vlok NicolaasDirector | Sale | 1,233 | $21.09 | $26.0K | Form 4 |
| Dec 19, 2024 | Vlok NicolaasDirector | Sale | 71,598 | $21.17 | $1.5M | Form 4 |
| Dec 18, 2024 | Vlok NicolaasDirector | Sale | 71,644 | $21.99 | $1.6M | Form 4 |
| Dec 17, 2024 | Vlok NicolaasDirector | Sale | 78,929 | $22.19 | $1.8M | Form 4 |
| Dec 16, 2024 | Vlok NicolaasDirector | Sale | 65,492 | $22.44 | $1.5M | Form 4 |
| Dec 13, 2024 | Vlok NicolaasDirector | Sale | 34,673 | $22.39 | $776.3K | Form 4 |
| Dec 12, 2024 | Nguyen Timothy10% owner | Sale | 30 | $23.00 | $690 | Form 4 |
| Dec 12, 2024 | Vlok NicolaasDirector | Sale | 29,217 | $22.80 | $666.1K | Form 4 |
| Dec 10, 2024 | Nguyen Timothy10% owner | Sale | 6,681 | $23.04 | $153.9K | Form 4 |
| Dec 9, 2024 | Nguyen Timothy10% owner | Sale | 5,666 | $23.01 | $130.4K | Form 4 |
| Dec 6, 2024 | Nguyen Timothy10% owner | Sale | 8,529 | $23.02 | $196.3K | Form 4 |
| Dec 5, 2024 | Nguyen Timothy10% owner | Sale | 6,809 | $23.07 | $157.1K | Form 4 |
| Dec 4, 2024 | Nguyen Timothy10% owner | Sale | 27,500 | $23.43 | $644.3K | Form 4 |
| Dec 3, 2024 | Nguyen Timothy10% owner | Sale | 20,604 | $23.19 | $477.8K | Form 4 |
| Dec 2, 2024 | Nguyen Timothy10% owner | Sale | 40,000 | $23.28 | $931.2K | Form 4 |
| Nov 27, 2024 | Nguyen Timothy10% owner | Sale | 1,701 | $23.05 | $39.2K | Form 4 |
| Nov 26, 2024 | Nguyen Timothy10% owner | Sale | 22,000 | $23.11 | $508.4K | Form 4 |
| Nov 25, 2024 | Nguyen Timothy10% owner | Sale | 10,776 | $23.02 | $248.1K | Form 4 |
| Nov 14, 2024 | Nguyen Timothy10% owner | Sale | 15,701 | $23.08 | $362.4K | Form 4 |
| Nov 13, 2024 | Nguyen Timothy10% owner | Sale | 100,000 | $23.50 | $2.4M | Form 4 |
All 47 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- DARLINGTON PARTNERS CAPITAL MANAGEMENT, LPSCHEDULE 13G/A, 4 filings Feb 14, 2023 to Feb 13, 202633
- THOMA BRAVO UGP, LLCSCHEDULE 13G/A, 3 filings Feb 4, 2022 to Feb 10, 202634
- Timothy NguyenSCHEDULE 13G/A, 3 filings Feb 13, 202535
- SERENT CAPITAL ASSOCIATES III, L.P.SC 13G/A, 2 filings Feb 11, 2022 to Feb 13, 202436
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12
- 13SEC EDGARLaurence E. Katz, President
- 14SEC EDGARChris Maloof, President
- 15
- 16
- 17
- 18
- 19
- 20
- 21SEC EDGARGeorge Jaber, Board member
- 22SEC EDGARMark Sachleben, Board member
- 23SEC EDGARCody Cowan, Board member
- 24SEC EDGAREdward H. McDermott, Board member
- 25SEC EDGARYael Zheng, Board member
- 26SEC EDGARDuston Williams, Board member
- 27SEC EDGARAnirudh Jangalapalli, Board member
- 28SEC EDGARArthur J. Rohde, Board member
- 29SEC EDGARJames K. Lines, Board member
- 30SEC EDGARPam Murphy, Board member
- 31SEC EDGARPaul Andrew Zuber, Board member
- 32SEC EDGARReema Poddar, Board member
- 33
- 34
- 35
- 36