About First Mercantile
First Mercantile is a company based in Memphis (United States) founded in 1972 was acquired by Mid Atlantic Capital Group in December 2018. First Mercantile has completed 1 acquisition, including American Trust Retirement. First Mercantile offers products and services including WorkSaveRetire, Fiduciary Services, and Investment Solutions. First Mercantile operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter Memphis, United States
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Sectors
Financial Services
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Phone
*********
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Website
*********
- Legal Name American Trust Company
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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
- Investments & Acquisitions
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Acquired by
Mid Atlantic Capital Group
(Dec 03, 2018)
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Products & Services of First Mercantile
First Mercantile offers a comprehensive portfolio of products and services, including WorkSaveRetire, Fiduciary Services, and Investment Solutions.
Streamlines retirement plan operations for sponsors and participants.
Provides oversight and compliance for retirement investments.
Offers customized investment options for retirement plans.
Funding Insights of First Mercantile
Investors in First Mercantile
First Mercantile has secured backing from 1 investor. Prominent investors backing the company include Mid Atlantic Capital Group.
| Investor | Description | Founded Year | Domain | Location |
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Futures and options brokerage services are provided to clients.
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Founded Year | Domain | Location |
Investments & Acquisitions by First Mercantile
First Mercantile has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include American Trust Retirement.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Retirement planning services have been provided since 1911.
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1911 |
Financial Statements - First Mercantile
First Mercantile Comparisons
Competitors of First Mercantile
First Mercantile 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, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
| 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 |
Global banking, investment, and wealth management services are offered worldwide.
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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 |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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Frequently Asked Questions about First Mercantile
First Mercantile was founded in 1972.
First Mercantile is headquartered in Memphis, United States. It is registered at Memphis, Tennessee, United States.
First Mercantile was established in 1972 in Memphis, United States. Operations are conducted in the financial services sector, with a focus on diversified investment management. Portfolio advisory, asset allocation, and related services are offered to clients. The firm maintains its headquarters in Memphis, serving investors primarily within the United States market. Core activities encompass managing investments across equities, fixed income, and alternative assets.
First Mercantile's top competitors include Fidelity Investments, Investec and S&P Global.
First Mercantile offers WorkSaveRetire, Fiduciary Services, and Investment Solutions.
First Mercantile has made 1 acquisition, including American Trust Retirement.
First Mercantile has 1 investor. Key investors include Mid Atlantic Capital Group.