About ACG Wealth
ACG Wealth is a company based in Atlanta (United States) founded in 2002 by Jeffrey T Shaver and Joseph P Young was acquired by Mercer Advisors in November 2021.. ACG Wealth offers products and services including Financial Planning, Investment Management, Tax Planning, and Estate Planning. ACG Wealth operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Atlanta, United States
- Founders Jeffrey T Shaver, Joseph P Young
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mercer Global Advisors Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Mercer Advisors
(Nov 02, 2021)
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Products & Services of ACG Wealth
ACG Wealth offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Estate Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Designs and executes personalized financial strategies for clients
Manages tailored institutional-grade investment portfolios
Provides preparation and strategic tax planning services
Offers solutions for estate and insurance needs
Funding Insights of ACG Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in ACG Wealth
ACG Wealth has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and advisory services are provided for investment industries.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by ACG Wealth
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - ACG Wealth
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Acg Wealth Comparisons
Competitors of ACG Wealth
ACG Wealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Acg Wealth
Frequently Asked Questions about ACG Wealth
When was ACG Wealth founded?
ACG Wealth was founded in 2002.
Where is ACG Wealth located?
ACG Wealth is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.
What does ACG Wealth do?
ACG Wealth was founded in 2002 by Jeffrey T. Shaver and Joseph P. Young in Atlanta, United States. The firm operates within the wealth management sector, focusing on financial advisory and investment services for individual and institutional clients. Operations are centered in Atlanta, with services extending across the United States to support asset management and planning needs.
Who are the top competitors of ACG Wealth?
ACG Wealth's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does ACG Wealth offer?
ACG Wealth offers Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Who are ACG Wealth's investors?
ACG Wealth has 1 investor. Key investors include Mercer Advisors.
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