About Mercer Advisors
Mercer Advisors is a company based in Charlotte (United States) founded in 2009 by HK Hallett and Alexander B Miles was acquired by Mercer Advisors in October 2023. It operates as a Professional Services and Subscription Services. Mercer Advisors offers products and services including Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
- Headquarter Charlotte, United States
- Founders HK Hallett, Alexander B Miles
- SectorsFinancial Services
- Phone•••• ••••
- Website kingfishercapital.com
- Social LinkedIn X Facebook Instagram
- Acquired by Mercer Advisors (Oct 2023)
- Legal Name Mercer Global Advisors Inc.
- Investors
- Acquired byMercer Advisors
(Oct 2023)
Products & Services of Mercer Advisors
Mercer Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
Comprehensive financial planning is offered for clients' needs.
Tailored investment portfolios are managed for clients.
Tax strategies are prepared to optimize finances.
Estate plans are created for wealth preservation.
Investors in Mercer Advisors
Mercer Advisors 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 Mercer Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Mercer Advisors
2 people are tracked at Mercer Advisors (2 in leadership).
| Name | Role | Group |
|---|---|---|
HK Hallett | Co-Founder | Leadership |
Alexander B Miles | Co-Founder | Leadership |
Complete people profiles for Mercer Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Mercer Advisors
2 dated milestones of Mercer Advisors across 14 years, from founding to its latest funding, stage changes and deals.
- Founded Mercer Advisors is founded.
- Exit Acquired by Mercer Advisors.
Similar companies to Mercer Advisors
10 companies that operate in the same segment as Mercer Advisors (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 87 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 178 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Frequently Asked Questions about Mercer Advisors
Mercer Advisors was founded in 2009.
Mercer Advisors is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
Wealth management solutions are offered by Mercer Advisors through a family office-like structure. Services including financial planning, investment management, tax planning, estate planning, and insurance solutions are integrated to simplify clients financial lives. Specialized support is provided for retirement planning, family and health situations, and various professions. Operations span multiple regions across the United States, ensuring personalized and institutional-grade portfolio management for diverse client needs.
Mercer Advisors offers Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
Mercer Advisors has 1 investor. Key investors include Mercer Advisors.
Mercer Advisors operates through Mercer Global Advisors Inc..
Yes. Mercer Advisors was acquired by Mercer Advisors in October 2023.