About Mercer Advisors
Mercer Advisors is a Technology company based in Old Lyme (United States) founded in 2008, and was acquired by Mercer Advisors in September 2024. It operates as a 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, Wealth Management and Advisory Services. Its legal entity is Mercer Global Advisors Inc. Its competitors include The Tifin Group, Ascensus, Learnvest, Farther and Capitalize and 5 more; 9 of its 10 listed competitors have raised funding.
Company details
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 are unified to simplify clients financial lives. Specialized solutions are provided for retirement planning, multi-generational succession, and unique financial situations across various professions and demographics. Operations span multiple regions in the United States, ensuring personalized advisory services with national strength.
- Headquarters Old Lyme, United States
- Stage Acquired
- SectorsTechnology
- Phone•••• ••••
- Website benchmarkwealthmgmt.com
- Social LinkedIn X Facebook Instagram
- Acquired by Mercer Advisors (Sep 2024)
- Legal Name Mercer Global Advisors Inc.
- Investors
- Acquired byMercer Advisors
(Sep 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 returns.
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
1 people are tracked at Mercer Advisors (1 in leadership).
| Name | Role | Group |
|---|---|---|
Richard W Stout | Managing Director | Leadership |
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Timeline of Mercer Advisors
2 dated milestones of Mercer Advisors across 16 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 10 listed competitors in our database, 9 of them funded. They include The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $272M | – | App-based financial planning and management platform for individuals | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of Mercer Advisors
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Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Mercer Advisors (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | 14,747 | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | 2,713 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | 602 | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | 674 | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | 1,524 |
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Related news about Mercer Advisors
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Frequently Asked Questions about Mercer Advisors
Mercer Advisors was founded in 2008.
Mercer Advisors is headquartered in Old Lyme, United States. It is registered at Old Lyme, Connecticut, United States.
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 are unified to simplify clients financial lives. Specialized solutions are provided for retirement planning, multi-generational succession, and unique financial situations across various professions and demographics. Operations span multiple regions in the United States, ensuring personalized advisory services with national strength.
Mercer Advisors's top competitors include The Tifin Group, Ascensus and Farther.
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 September 2024.