About Singh Advisory
Singh Advisory is a company based in Denver (United States) founded in 2018 was acquired by Mercer Advisors in November 2023. Singh Advisory offers products and services including Financial Planning, Investment Management, Tax Planning, and Estate Planning. Singh Advisory operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and FNZ, among others.
- Headquarter Denver, United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Mercer Advisors Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Mercer Advisors
(Nov 01, 2023)
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Products & Services of Singh Advisory
Singh Advisory offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Service for creating personalized financial strategies.
Manages tailored investment portfolios for clients.
Provides preparation and strategic tax advice services.
Assists with estate and inheritance planning needs.
Funding Insights of Singh Advisory
Detailed funding history for Singh Advisory
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- Funding amounts
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Investors in Singh Advisory
Singh Advisory has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management and advisory services are provided for investment industries.
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Investor details for Singh Advisory
Investor domains, locations, round participation, and complete history require an active premium plan.
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- Investor locations
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Investments & Acquisitions by Singh Advisory
Investment portfolio details for Singh Advisory
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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Financial Statements - Singh Advisory
Detailed financials for Singh Advisory
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Singh Advisory Comparisons
Peer comparison for Singh Advisory
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
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Competitors of Singh Advisory
Singh Advisory 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.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Asset management and investment advisory services are provided to clients.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Detailed competitors of Singh Advisory
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
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Latest news on Singh Advisory
Complete news archive for Singh Advisory
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Frequently Asked Questions about Singh Advisory
Singh Advisory was founded in 2018.
Singh Advisory is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Singh Advisory, LLC was founded in 2018 as a registered investment adviser based in Denver, United States. Wealth management services are provided, encompassing investment planning, estate planning, retirement planning, risk management, and budget assistance. Personalized financial advice is extended to clients including young professionals, retired individuals, and families. The firm was recently acquired by Mercer Advisors, a prominent wealth management entity.
Singh Advisory's top competitors include Fidelity Investments, Investec and S&P Global.
Singh Advisory offers Financial Planning, Investment Management, Tax Planning, and Estate Planning.
Singh Advisory has 1 investor. Key investors include Mercer Advisors.