About HCO
HCO is a company based in Roanoke (United States) founded in 2009 by Bruce H Harrison was acquired by Mercer Advisors in July 2022.. HCO offers products and services including Financial Planning, Investment Management, Tax Planning, and Estate Planning. HCO operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Roanoke, United States
- Founders Bruce H Harrison
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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 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
(Jul 07, 2022)
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Products & Services of HCO
HCO 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.
Service for designing and executing personalized financial strategies.
Manages tailored portfolios for clients' financial growth and security.
Assists with tax preparation and strategic planning to minimize liabilities.
Provides solutions for estate management and succession planning needs.
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Leadership Team
59 people
Finance and Accounting
26 people
Senior Team
20 people
Client Team
18 people
Software Development Team
17 people
Operations Team
16 people
Sales and Marketing
11 people
Product Management Team
9 people
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Funding Insights of HCO
| 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 HCO
HCO 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 HCO
| 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 - HCO
| 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 |
Hco Comparisons
Competitors of HCO
HCO 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 HCO
When was HCO founded?
HCO was founded in 2009.
Where is HCO located?
HCO is headquartered in Roanoke, United States. It is registered at Roanoke, Virginia, United States.
What does HCO do?
HCO was founded in 2009 by Bruce H Harrison in Roanoke, United States. Operations focus on the financial services sector, where advisory for investments, consulting on portfolios, and wealth management are provided to clients. Services encompass personalized strategies for asset growth and risk assessment, primarily serving individuals and businesses in the region. The company maintains a domain at hcowealth.com for its online presence.
Who are the top competitors of HCO?
HCO's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does HCO offer?
HCO offers Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Who are HCO's investors?
HCO has 1 investor. Key investors include Mercer Advisors.