About Mercer Advisors
Mercer Advisors is a company based in Denver (United States) founded in 1985 was acquired by Oak Hill in September 2019.. Mercer Advisors has raised $8.66 million across 2 funding rounds from investors including Lovell Minnick Partners, Altas and Oak Hill. Mercer Advisors has completed 91 acquisitions, including ACG Wealth, AFI Wealth Strategies and Adam Financial Associates. Mercer Advisors offers products and services including Financial Planning, Investment Management, and Tax Planning. Mercer Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Denver, 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 Mercer Global Advisors Inc.
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Annual Revenue
$7.08 K (USD)0as on Oct 31, 2023
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Net Profit
$5.23 K (USD)0as on Oct 31, 2023
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EBITDA
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Total Equity Funding
$8.66 M (USD)
in 2 rounds
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Latest Funding Round
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Investors
Lovell Minnick Partners
& 3 more
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Employee Count
Employee Count
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Investments & Acquisitions
ACG Wealth
& 90 more
- Acquired by
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Products & Services of Mercer Advisors
Mercer Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Tax 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.
Provides personalized financial strategies for individuals and families
Manages tailored investment portfolios for client assets
Offers preparation and strategies for tax optimization
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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 Mercer Advisors
Mercer Advisors has successfully raised a total of $8.66M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
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First Round
First Round
(12 May 2009)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2023 | Amount | Series A - Mercer Advisors | Valuation | Altas |
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| May, 2009 | Amount | Series A - Mercer Advisors | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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 4 investors, including institutional and venture fund investors. Prominent investors backing the company include Lovell Minnick Partners, Altas and Oak Hill. 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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Mid market focused private equity firm
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location | |
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Private equity investments are focused on America and Europe.
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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
Mercer Advisors has strategically engaged in corporate development activities, having acquired 91 companies. Notable acquisitions include ACG Wealth, AFI Wealth Strategies and Adam Financial Associates. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Comprehensive wealth management services are provided by Mercer Advisors.
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2020 | ||||
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Online financial planning and advisory platform for individuals and corporates
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2018 | ||||
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Comprehensive wealth management and investment advice services are offered.
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2018 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Mercer Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| 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
Mercer 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 Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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| domain | founded_year | HQ Location |
Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Provider of wealth management services
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| domain | founded_year | HQ Location |
A full-service stockbroker offering diverse investment options in India.
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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| 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 Mercer Advisors
Frequently Asked Questions about Mercer Advisors
When was Mercer Advisors founded?
Mercer Advisors was founded in 1985 and raised its 1st funding round 24 years after it was founded.
Where is Mercer Advisors located?
Mercer Advisors is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Is Mercer Advisors a funded company?
Mercer Advisors is a funded company, having raised a total of $8.66M across 2 funding rounds to date. The company's 1st funding round was a Series A of $8.66M, raised on May 12, 2009.
What is the annual revenue of Mercer Advisors?
Annual revenue of Mercer Advisors is $7.08K as on Oct 31, 2023.
What does Mercer Advisors do?
Mercer Advisors was established in 1985 and is headquartered in Denver, United States. Operations focus on the financial services sector, where wealth management and advisory solutions are delivered to clients in the investment industry. Services encompass portfolio guidance, financial planning, and investment strategies, with a primary emphasis on supporting individual and institutional investors across the United States.
Who are the top competitors of Mercer Advisors?
Mercer Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Mercer Advisors offer?
Mercer Advisors offers Financial Planning, Investment Management, and Tax Planning.
How many acquisitions has Mercer Advisors made?
Mercer Advisors has made 91 acquisitions, including ACG Wealth, AFI Wealth Strategies, and Adam Financial Associates.
Who are Mercer Advisors's investors?
Mercer Advisors has 4 investors. Key investors include Lovell Minnick Partners, Altas, Oak Hill, and Genstar Capital.
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