About Mercer Advisors
Mercer Advisors is a company based in Seattle (United States) founded in 2020 by Jaimi Dennehy, Paul Meyer, and Christopher Kalafatis was acquired by Mercer Advisors in March 2024. It operates as a Professional Services, and Managed Services. Mercer Advisors offers products and services including Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning, and Retirement Planning. Mercer Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Seattle, United States
- Founders Jaimi Dennehy, Paul Meyer, Christopher Kalafatis
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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
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Mercer Advisors
(Mar 05, 2024)
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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, Estate 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.
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.
Retirement strategies are developed for future security.
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
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 Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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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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Frequently Asked Questions about Mercer Advisors
When was Mercer Advisors founded?
Mercer Advisors was founded in 2020.
Where is Mercer Advisors located?
Mercer Advisors is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
What does Mercer Advisors do?
Mercer Advisors is engaged in offering comprehensive wealth management solutions. Services are provided across financial planning, investment management, tax planning, estate planning, and retirement strategies. Specialized solutions are tailored for various sectors including corporate executives, business owners, and unique family situations. Operations are conducted nationwide with a focus on personalized, fiduciary-driven advice. Institutional-grade portfolios are managed by a large team of professionals to ensure client-centric outcomes.
Who are the top competitors of Mercer Advisors?
Mercer Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Mercer Advisors offer?
Mercer Advisors offers Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning, and Retirement Planning.
Who are Mercer Advisors's investors?
Mercer Advisors has 1 investor. Key investors include Mercer Advisors.