About Beacon Wealth Management
Beacon Wealth Management is a company based in Hackensack (United States) founded in 2002 by Mark Germain was acquired by Mercer Advisors in November 2018.. Beacon Wealth Management offers products and services including Financial Planning Service, Investment Management, Tax Planning, and Estate Planning. Beacon Wealth Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Hackensack, United States
- Founders Mark Germain
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- 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 05, 2018)
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Products & Services of Beacon Wealth Management
Beacon Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning Service, 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.
Offers comprehensive financial strategies for individuals and families.
Manages tailored institutional-grade portfolios for clients.
Provides tax preparation and strategic planning services.
Assists with estate strategies and document preparation.
Funding Insights of Beacon Wealth Management
| 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 Beacon Wealth Management
Beacon Wealth Management 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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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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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 Beacon Wealth Management
| 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 - Beacon Wealth Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 |
Beacon Wealth Management Comparisons
Competitors of Beacon Wealth Management
Beacon Wealth Management 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 Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Mutual life insurance and asset management services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Beacon Wealth Management
When was Beacon Wealth Management founded?
Beacon Wealth Management was founded in 2002.
Where is Beacon Wealth Management located?
Beacon Wealth Management is headquartered in Hackensack, United States. It is registered at Hackensack, New Jersey, United States.
Who is the current CEO of Beacon Wealth Management?
Mark Germain is the current CEO of Beacon Wealth Management. They have also founded this company.
What does Beacon Wealth Management do?
Beacon Wealth Management was founded in 2002 by Mark Germain in Hackensack, United States. Operations focus on the financial services sector, where diversified investment strategies and wealth management solutions are offered to clients. Services include portfolio management, financial planning, and advisory support, with activities centered in the domestic market. The firm is led by its founder as CEO, maintaining a presence in the competitive wealth advisory landscape.
Who are the top competitors of Beacon Wealth Management?
Beacon Wealth Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Beacon Wealth Management offer?
Beacon Wealth Management offers Financial Planning Service, Investment Management, Tax Planning, and Estate Planning.
Who are Beacon Wealth Management's investors?
Beacon Wealth Management has 1 investor. Key investors include Mercer Advisors.