Mercer Advisors

Mercer Advisors

Fee-only comprehensive investment management, financial planning. Learn more

Launch date
Employees
Market cap
-
Enterprise valuation
AUD4.6b (Public information from Jun 2023)
Denver Colorado (HQ)

Financials

Estimates*

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Revenues, earnings & profits over time
USD2017
Revenues73.7m
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DateInvestorsAmountRound
-

N/A

-
*

N/A

Growth Equity VC
*

$1.0b

Valuation: $3.0b

Growth Equity non VC
Total Funding-

Recent News about Mercer Advisors

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Mercer Advisors is a comprehensive wealth management firm that offers customized financial planning, investment strategy, corporate trustee services, and tax, retirement, and estate planning. Serving high-net-worth individuals and families, Mercer Advisors operates in the financial services market with a business model centered on providing personalized and integrated financial solutions. The firm makes money through advisory fees, which are typically a percentage of the assets under management (AUM). Mercer Advisors emphasizes a systematic and comprehensive approach to financial planning, incorporating innovative investment strategies rooted in science and research. The firm also focuses on tax efficiency, aiming to minimize tax liabilities and enhance after-tax returns for its clients. By integrating tax management into investment portfolios, Mercer Advisors helps clients achieve superior long-term returns. The company is committed to the financial success of women and offers specialized services to meet their unique financial needs. Overall, Mercer Advisors aims to take the weight of financial management off clients' shoulders, allowing them to focus on living the life they want.

Keywords: wealth management, financial planning, investment strategy, tax efficiency, high-net-worth, personalized solutions, corporate trustee, retirement planning, estate planning, advisory fees.

Tech stack

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Investments analysisEdit

Investments by Mercer Advisors

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Private Asset Management
ACQUISITION by Mercer Advisors Aug 2023
Quest Capital Management
ACQUISITION by Mercer Advisors Sep 2021
Kanaly Trust
ACQUISITION by Mercer Advisors Mar 2016
Duckworth Wealth Advisors
ACQUISITION by Mercer Advisors Feb 2017
McDermott Advisory Group
ACQUISITION by Mercer Advisors Nov 2018
Sigma Investment Management
ACQUISITION by Mercer Advisors Nov 2018
Beacon Wealth Management
ACQUISITION by Mercer Advisors Nov 2018
Argosy
ACQUISITION by Mercer Advisors Jun 2020
Rpgplanner
ACQUISITION by Mercer Advisors Dec 2022
Wrenn Financial Strategies
ACQUISITION by Mercer Advisors Jan 2022
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