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
Locked
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Phone
Locked
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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
Not available
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Total Equity Funding
$8.66 M (USD)
in 2 rounds
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Latest Funding Round
Not available
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Investors
Lovell Minnick Partners
& 3 more
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Employee Count
Not available
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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.
Provides personalized financial strategies for individuals and families
Manages tailored investment portfolios for client assets
Offers preparation and strategies for tax optimization
People of Mercer Advisors
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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.
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.
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Mid market focused private equity firm
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Private equity investments are focused on America and Europe.
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Investor details for Mercer Advisors
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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.
Investment portfolio details for Mercer Advisors
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
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| 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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Online financial planning and advisory platform for individuals and corporates
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Locked | Locked | 2018 | Locked | |
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Comprehensive wealth management and investment advice services are offered.
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Locked | Locked | 2018 | Locked |
Complete acquisition details for Mercer Advisors
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- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Mercer Advisors
Detailed financials for Mercer Advisors
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Mercer Advisors Comparisons
Peer comparison for Mercer Advisors
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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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of Mercer Advisors
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Verified entity values are shown only after access is granted.
Latest news on Mercer Advisors
Complete news archive for Mercer Advisors
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Frequently Asked Questions about Mercer Advisors
Mercer Advisors was founded in 1985 and raised its 1st funding round 24 years after it was founded.
Mercer Advisors is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Mercer Advisors is a funded company, having raised a total of $8.66M across 2 funding rounds to date.
Annual revenue of Mercer Advisors is $7.08K as on Oct 31, 2023.
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.
Mercer Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Mercer Advisors offers Financial Planning, Investment Management, and Tax Planning.
Mercer Advisors has made 91 acquisitions, including ACG Wealth, AFI Wealth Strategies, and Adam Financial Associates.
Mercer Advisors has 4 investors. Key investors include Lovell Minnick Partners, Altas, Oak Hill, and Genstar Capital.