About Long Run Wealth Advisors
Long Run Wealth Advisors is a company based in Plattsburgh (United States) founded in 2015 was acquired by Mercer in January 2026. It operates as a B2B, and B2C. Long Run Wealth Advisors offers products and services including Financial Planning, Investment Management, Tax Planning, and Retirement Planning. Long Run Wealth Advisors operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Plattsburgh, United States
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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
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- Legal Name Long Run Wealth Advisors, Llc
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Products & Services of Long Run Wealth Advisors
Long Run Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Retirement 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.
Offers personalized plans for wealth management and goal setting.
Manages portfolios with focus on risk and returns.
Provides strategies for tax-efficient investment decisions.
Assists with retirement savings and income strategies.
Funding Insights of Long Run Wealth Advisors
| 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 Long Run Wealth Advisors
Long Run Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mercer. 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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Consulting and investment services are provided to organizations across sectors.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Long Run Wealth Advisors
| 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 - Long Run Wealth Advisors
| 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 |
Long Run Wealth Advisors Comparisons
Competitors of Long Run Wealth Advisors
Long Run Wealth Advisors 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 MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, 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 |
Mutual life insurance company
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| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
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| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
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| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
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| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
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| domain | founded_year | HQ Location |
Financial and risk advisory solutions are provided globally.
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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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Latest news on Long Run Wealth Advisors
Frequently Asked Questions about Long Run Wealth Advisors
When was Long Run Wealth Advisors founded?
Long Run Wealth Advisors was founded in 2015.
Where is Long Run Wealth Advisors located?
Long Run Wealth Advisors is headquartered in Plattsburgh, United States. It is registered at Plattsburgh, New York, United States.
What does Long Run Wealth Advisors do?
Long Run Wealth Advisors, LLC, is an SEC-registered investment adviser based in Lake Placid, NY, USA. They deliver personalized financial planning and investment strategies, acting as fiduciaries to tailor services for families, retirees, business owners, nonprofits, and foundations. Their offerings include investment management, tax planning, retirement planning, and estate services, focusing on client goals and risk tolerance to support long-term financial success.
Who are the top competitors of Long Run Wealth Advisors?
Long Run Wealth Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Long Run Wealth Advisors offer?
Long Run Wealth Advisors offers Financial Planning, Investment Management, Tax Planning, and Retirement Planning.
Who are Long Run Wealth Advisors's investors?
Long Run Wealth Advisors has 1 investor. Key investors include Mercer.
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