About First Mercantile
First Mercantile is a Financial Services company based in Memphis (United States) founded in 1972, and was acquired by Mid Atlantic Capital Group in December 2018. Diversified investment management services are provided across various assets. First Mercantile has completed 1 acquisition, including American Trust Retirement. First Mercantile offers products and services including WorkSaveRetire, Fiduciary Services, and Investment Solutions. Its focus areas include Asset Management and Diversified. Its legal entity is American Trust Company. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Memphis, United States
- Stage Acquired
- SectorsFinancial Services
- Website firstmerc.com
- Acquired by Mid Atlantic Capital Group (Dec 2018)
- Legal Name American Trust Company
- Investors
- Investments & Acquisitions
- Acquired byMid Atlantic Capital Group
(Dec 2018)
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.
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 |
|---|---|---|---|---|
Futures and options brokerage services are provided to clients. | 1983 | macg.com | Pittsburgh, United States |
Investor details for First Mercantile
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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 | Acquired | Amount |
|---|---|---|---|---|---|---|
Retirement planning services have been provided since 1911. | americantrustretirement.com | Dubuque, United States | 1911 | Feb 2019 | •••• |
Complete acquisition details for First Mercantile
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Timeline of First Mercantile
3 dated milestones of First Mercantile across 47 years, from founding to its latest funding, stage changes and deals.
- Founded First Mercantile is founded.
- Exit Acquired by Mid Atlantic Capital Group.
- Acquisition Acquires American Trust Retirement.
Competitors of First Mercantile
First Mercantile has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of First Mercantile
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Web traffic of First Mercantile
Websites that share an audience with First Mercantile (firstmerc.com).
Websites whose visitors overlap most with First Mercantile. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
yourinvestmentaccount.com | yourinvestmentaccount.com | 100% | – | ||
| trustpointinc.com | 88% | #3,051,350 | View details | ||
| greatplainstrust.com | 87% | 680.7K | #6,248,605 | View details | |
myplanconnection.com | myplanconnection.com | 87% | #237,195 | – | |
| myfrs.com | 87% | 202.7K | #161,456 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for First Mercantile
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Top companies in Asset Management
3 companies that operate in the same segment as First Mercantile (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about First Mercantile
Complete news archive for First Mercantile
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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, Northwestern Mutual and Morgan Stanley.
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.
First Mercantile operates through American Trust Company.
Yes. First Mercantile was acquired by Mid Atlantic Capital Group in December 2018.