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
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mercer Global 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
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Employee Count
Employee Count
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Acquired by
Mercer Advisors
(Oct 17, 2023)
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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. 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.
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.
Funding Insights of Mercer 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 Mercer Advisors
Mercer Advisors 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 Mercer 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 - Mercer 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 |
Mercer Advisors Comparisons
Competitors of Mercer Advisors
| 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 Mercer Advisors
When was Mercer Advisors founded?
Mercer Advisors was founded in 2009.
Where is Mercer Advisors located?
Mercer Advisors is headquartered in Charlotte, United States. It is registered at Charlotte, North Carolina, United States.
What does Mercer Advisors do?
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.
What products or services does Mercer Advisors offer?
Mercer Advisors offers Financial Planning, Investment Management, Tax Planning & Preparation, and Estate Planning.
Who are Mercer Advisors's investors?
Mercer Advisors has 1 investor. Key investors include Mercer Advisors.
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