About The Kiely Group
The Kiely Group is a Financial Services company based in Asheville (United States) founded in 2008, and was acquired by Mercer Advisors in October 2024. It operates as an investment advisory and wealth management services are provided to individuals. The Kiely Group offers products and services including Financial Planning, Investment Management, Tax Planning, Retirement Planning, and Estate Planning. Its focus areas include Asset Management and Diversified. Its legal entity is Mercer Global Advisors Inc. Its competitors include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual and 5 more; 4 of its 10 listed competitors have raised funding.
Company details
The Kiely Group was founded in 2008 and operates from Asheville, United States, within the financial services sector. Independent investment advisory is offered to high-net-worth individuals and families, alongside customized wealth management solutions. Expertise in finance is utilized by the firms professionals to develop personalized strategies. Client needs are addressed through tailored investment approaches, establishing a focus on individual financial planning.
- Headquarters Asheville, United States
- Stage Acquired
- SectorsFinancial Services
- Website thekielygroup.com
- Social LinkedIn
- Acquired by Mercer Advisors (Oct 2024)
- Legal Name Mercer Global Advisors Inc.
- Investors
- Acquired byMercer Advisors
(Oct 2024)
Products & Services of The Kiely Group
The Kiely Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, Retirement Planning, and Estate Planning.
Customized planning for individual and business financial goals
Strategies for managing portfolios to meet client objectives
Proactive preparation and strategies for tax obligations
Guidance on saving and managing retirement funds effectively
Assistance with estate documents through third-party partners
Investors in The Kiely Group
The Kiely Group 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 The Kiely Group
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Timeline of The Kiely Group
2 dated milestones of The Kiely Group across 16 years, from founding to its latest funding, stage changes and deals.
- Founded The Kiely Group is founded.
- Exit Acquired by Mercer Advisors.
Competitors of The Kiely Group
The Kiely Group has 10 listed competitors in our database, 4 of them funded. They include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| 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. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| blackrock.com | 1988 | New York, United States | – | 19,800 | Diversified investment management firm and private fund focused on debt, equity, and secondary market investments in multiple sectors | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of The Kiely Group
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Top companies in Asset Management
10 companies that operate in the same segment as The Kiely Group (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about The Kiely Group
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Frequently Asked Questions about The Kiely Group
The Kiely Group was founded in 2008.
The Kiely Group is headquartered in Asheville, United States. It is registered at Asheville, North Carolina, United States.
The Kiely Group was founded in 2008 and operates from Asheville, United States, within the financial services sector. Independent investment advisory is offered to high-net-worth individuals and families, alongside customized wealth management solutions. Expertise in finance is utilized by the firms professionals to develop personalized strategies. Client needs are addressed through tailored investment approaches, establishing a focus on individual financial planning.
The Kiely Group's top competitors include Fidelity Investments, Investec and S&P Global.
The Kiely Group offers Financial Planning, Investment Management, Tax Planning, Retirement Planning, and Estate Planning.
The Kiely Group has 1 investor. Key investors include Mercer Advisors.
The Kiely Group operates through Mercer Global Advisors Inc..
Yes. The Kiely Group was acquired by Mercer Advisors in October 2024.