About Vishria Bird Financial Group
Vishria Bird Financial Group is a Technology company based in Memphis (United States) founded in 2018, and was acquired by Mercer Advisors in April 2025. Independent financial planning and investment advisory services are offered. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors.
Company details
The firm was founded in 2018 and is headquartered in Memphis, United States. Independent financial planning and investment advisory services are provided to clients. Unbiased guidance is delivered across areas such as retirement planning and investment strategies. As a registered investment adviser, regulatory disclosures are maintained. Personalized advice is tailored to individual financial objectives within the financial services sector.
- Headquarters Memphis, United States
- Stage Acquired
- SectorsTechnology
- Website vbfinancialgroup.com
- Acquired by Mercer Advisors (Apr 2025)
- Investors
- Acquired byMercer Advisors
(Apr 2025)
Investors in Vishria Bird Financial Group
Vishria Bird Financial 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 Vishria Bird Financial Group
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Timeline of Vishria Bird Financial Group
2 dated milestones of Vishria Bird Financial Group across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Vishria Bird Financial Group is founded.
- Exit Acquired by Mercer Advisors.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Vishria Bird Financial Group (Investment & Financial Technology) in United States, 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 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Vishria Bird Financial Group
Vishria Bird Financial Group was founded in 2018.
Vishria Bird Financial Group is headquartered in Memphis, United States. It is registered at Memphis, Tennessee, United States.
The firm was founded in 2018 and is headquartered in Memphis, United States. Independent financial planning and investment advisory services are provided to clients. Unbiased guidance is delivered across areas such as retirement planning and investment strategies. As a registered investment adviser, regulatory disclosures are maintained. Personalized advice is tailored to individual financial objectives within the financial services sector.
Vishria Bird Financial Group has 1 investor. Key investors include Mercer Advisors.
Yes. Vishria Bird Financial Group was acquired by Mercer Advisors in April 2025.