About Chapel & Collins, LLC
Chapel & Collins, LLC is a Technology company based in Fort Collins (United States) founded in 1998, and was acquired by Mercer Advisors in November 2024. It operates as a financial planning and advisory service provider. The company has 8 employees. Chapel & Collins, LLC offers products and services including Investment Management, Financial Planning, Estate Planning, and Retirement Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is Mercer Global Advisors Inc. Its competitors include The Tifin Group, Ascensus, Learnvest, Farther and Capitalize and 5 more; 9 of its 10 listed competitors have raised funding.
Company details
Chapel Collins, LLC was established in 1998 in Fort Collins, United States, within the financial services sector. A variety of advisory services are offered, encompassing investment management, estate planning, retirement planning, tax planning, and comprehensive financial planning. These operations focus on supporting individuals, families, pre-retirees, and retirees through tailored financial strategies.
- Headquarters Fort Collins, United States
- Employees 8
- Stage Acquired
- SectorsTechnology
- Website chapelcollins.com
- Social LinkedIn Facebook
- Acquired by Mercer Advisors (Nov 2024)
- Legal Name Mercer Global Advisors Inc.
- Investors
- Employee Count8
- Acquired byMercer Advisors
(Nov 2024)
Products & Services of Chapel & Collins, LLC
Chapel & Collins, LLC offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Estate Planning, and Retirement Planning.
Manages assets for wealth preservation and growth.
Develops strategies for retirement and risk management.
Handles charitable giving and trust services.
Assists with income generation and asset protection.
Investors in Chapel & Collins, LLC
Chapel & Collins, LLC has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and advisory services are provided for investment industries. | 1985 | merceradvisors.com | Denver, United States |
Investor details for Chapel Collins, LLC
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Timeline of Chapel & Collins, LLC
2 dated milestones of Chapel & Collins, LLC across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Chapel & Collins, LLC is founded.
- Exit Acquired by Mercer Advisors.
Competitors of Chapel & Collins, LLC
Chapel & Collins, LLC has 10 listed competitors in our database, 9 of them funded. They include The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $272M | – | App-based financial planning and management platform for individuals | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of Chapel Collins, LLC
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Chapel & Collins, LLC (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Chapel & Collins, Llc
Complete news archive for Chapel Collins, LLC
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Frequently Asked Questions about Chapel & Collins, LLC
Chapel & Collins, LLC was founded in 1998.
Chapel & Collins, LLC is headquartered in Fort Collins, United States. It is registered at Fort Collins, Colorado, United States.
Chapel & Collins, LLC has 8 employees.
Chapel Collins, LLC was established in 1998 in Fort Collins, United States, within the financial services sector. A variety of advisory services are offered, encompassing investment management, estate planning, retirement planning, tax planning, and comprehensive financial planning. These operations focus on supporting individuals, families, pre-retirees, and retirees through tailored financial strategies.
Chapel & Collins, LLC's top competitors include The Tifin Group, Ascensus and Farther.
Chapel & Collins, LLC offers Investment Management, Financial Planning, Estate Planning, and Retirement Planning.
Chapel & Collins, LLC has 1 investor. Key investors include Mercer Advisors.
Chapel & Collins, LLC operates through Mercer Global Advisors Inc..
Yes. Chapel & Collins, LLC was acquired by Mercer Advisors in November 2024.