About Mercer Advisors
Mercer Advisors is a Financial Services company based in Seattle (United States) founded in 2020 by Jaimi Dennehy, Paul Meyer, and Christopher Kalafatis, and was acquired by Mercer Advisors in March 2024. Comprehensive wealth management services are provided by Mercer Advisors. It operates on a Professional Services and Managed Services model. Mercer Advisors offers products and services including Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning, and Retirement Planning. Its focus areas include Financials, Asset Management and Wealth Management. Its legal entity is Mercer Global Advisors Inc. Its competitors include Fidelity Investments, Morgan Stanley and Guggenheim Partners; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Seattle, United States
- Founders Jaimi Dennehy, Paul Meyer, Christopher Kalafatis
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mdkpwm.com
- Social LinkedIn X Facebook Instagram
- Acquired by Mercer Advisors (Mar 2024)
- Legal Name Mercer Global Advisors Inc.
- Investors
- Acquired byMercer Advisors
(Mar 2024)
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.
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.
Investors in Mercer Advisors
Mercer Advisors has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and advisory services are provided for investment industries. | 1985 | merceradvisors.com | Denver, United States |
Investor details for Mercer Advisors
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People of Mercer Advisors
3 people are tracked at Mercer Advisors (3 in leadership).
| Name | Role | Group |
|---|---|---|
Jaimi Dennehy | Co-Founder | Leadership |
Paul Meyer | Co-Founder | Leadership |
Christopher Kalafatis | Co-Founder | Leadership |
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Timeline of Mercer Advisors
2 dated milestones of Mercer Advisors across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Mercer Advisors is founded.
- Exit Acquired by Mercer Advisors.
Competitors of Mercer Advisors
Mercer Advisors has 3 listed competitors in our database, 2 of them funded. They include Fidelity Investments, Morgan Stanley and Guggenheim Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. |
Detailed competitors of Mercer Advisors
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Top companies in Asset Management
3 companies that operate in the same segment as Mercer Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Mercer Advisors
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Frequently Asked Questions about Mercer Advisors
Mercer Advisors was founded in 2020.
Mercer Advisors is headquartered in Seattle, United States. It is registered at Seattle, Washington, United States.
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.
Mercer Advisors's top competitors include Fidelity Investments, Guggenheim Partners and Morgan Stanley.
Mercer Advisors offers Financial Planning, Investment Management, Tax Planning & Preparation, Estate Planning, and Retirement Planning.
Mercer Advisors has 1 investor. Key investors include Mercer Advisors.
Mercer Advisors operates through Mercer Global Advisors Inc..
Yes. Mercer Advisors was acquired by Mercer Advisors in March 2024.