Mercer Advisors Overview

  • Founded
  • 1985
Founded
  • Status
  • Private
  • Employees
  • 600
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 10
  • Investments
  • 44

Mercer Advisors General Information

Description

Provider of wealth management services. The company offers a wide array of services, including investment management, financial planning, retirement benefit management, distribution and estate planning services to individuals in the United States.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 1200 17th Street, Floor 25
  • Suite 500
  • Denver, CO 80202
  • United States
+1 (888) 000-0000
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Mercer Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Mercer Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of wealth management services. The company offers a wide array of services, including investment management, fi
Asset Management
Denver, CO
600 As of 2021
00000
000000000 00000

000000 0

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00000 0000000000
Chesterfield, United Kingdom
00 As of 0000
0.000 0000-00-00
000000&0

000 0000

nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor
00000000000 0000000
Devon, United Kingdom
00 As of 0000
0.00 0000-00-00
000000&0
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Mercer Advisors Competitors (5)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Thomas Heald Corporate Backed or Acquired Chesterfield, United Kingdom 00 000000&0
000 000000000 0000 Corporate Backed or Acquired Devon, United Kingdom 00 000000&0
000000000 00000000 Private Equity-Backed Chicago, IL 000 00.000 0000000 0000 00.000
000000000 00000 Private Equity-Backed Newcastle, United Kingdom 000 000.00 0000000 0000 000.00
000000 0000000 000 Formerly PE-Backed Newport Beach, CA 000 0000 000000&0 0000
You’re viewing 5 of 5 competitors. Get the full list »

Mercer Advisors Executive Team (18)

Name Title Board Seat Contact Info
Dave Welling Chief Executive Officer
Karsten Voermann Chief Financial Officer
Loren Pierson Chief Operating Officer
Karen Lee Chief Marketing & Strategy Officer
Kimberly Lorenz Chief Compliance Officer
You’re viewing 5 of 18 executive team members. Get the full list »

Mercer Advisors Board Members (5)

Name Representing Role Since
00000 000000 00 Mercer Advisors Vice Chairman, Mergers and Acquisitions 000 0000
00000000 00000000000 Oak Hill Capital Board Member 000 0000
000000 0000000000 Oak Hill Capital Board Member 000 0000
You’re viewing 3 of 5 board members. Get the full list »

Mercer Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Mercer Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Mercer Advisors Investments & Acquisitions (44)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 & 00000 00 10-Mar-2021 0000000000 Asset Management 0000 0000000
0000000 000000000 31-Dec-2020 0000000000 Other Financial Services 00000 000000 00
0000 0000000 00000 31-Dec-2020 0000000000 Asset Management 00000 000000 00
00000 000000 00000 31-Dec-2020 0000000000 Other Financial Services 00000 000000 00
McGee Wealth Management 31-Dec-2020 Buyout/LBO Asset Management 0000 0000000
You’re viewing 5 of 44 investments and acquisitions. Get the full list »

Mercer Advisors Subsidiaries (23)

Company Name Industry Location Founded
Confluence Financial Advisors Asset Management Boulder, CO 2015
00 000000000 00000 Asset Management Dearborn, MI 0000
0000000 & 00000 00 Asset Management San Diego, CA 0000
000 0000000 & 0000 Asset Management Little Neck, NY 0000
00000 000000 00000 Other Financial Services Ames, IA 0000
You’re viewing 5 of 23 subsidiaries. Get the full list »