Mercer Advisors Overview

  • Year Founded
  • 1985

Year Founded

  • Status
  • Private

  • Employees
  • 1,100

Employees

  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 15

  • Investments
  • 87

Mercer Advisors General Information

Description

Provider of wealth management services intended to serve family office for families ranging from mass affluent to ultra-high-net-worth and serves a spectrum of institutional clients, including companies, endowments and foundations. The company specializes in financial planning, investment management, estate planning, tax strategy and preparation, insurance solutions and trustee services, thereby offering services tailored to individual clients.

Contact Information

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

Mercer Advisors Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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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 intended to serve family office for families ranging from mass affluent to ultra-
Asset Management
Denver, CO
1,100 As of 2024
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00000 0000000000
Overland Park, KS
0000 As of 0000
00.000
000000000 00 00.000

000000

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00000 0000000000
Cleveland, OH
000 As of 0000
000000000 -
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Mercer Advisors Competitors (37)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS 0000 00.000 000000000 00 00.000
Clearstead Private Equity-Backed Cleveland, OH 000 000000000 -
Goldman Sachs Personal Financial Management Private Equity-Backed Newport Beach, CA 000 0000 000000000000
Millennium Advisory Services Private Equity-Backed Glen Allen, VA 00 000000000000
Fairstone Group Private Equity-Backed Newcastle upon Tyne, United Kingdom 0000 00.000 000000000000
You’re viewing 5 of 37 competitors. Get the full list »

Mercer Advisors Executive Team (32)

Name Title Board Seat Contact Info
Dave Welling Chief Executive Officer
Gun Keresteci Chief Financial Officer
Loren Pierson Chief Operations Officer
Christine Cataldo Chief Technology and Digital Officer & Head of Operations
Nicholas Semko Managing Director, Mergers & Acquisitions
You’re viewing 5 of 32 executive team members. Get the full list »

Mercer Advisors Board Members (5)

Name Representing Role Since
00000 000000 00 Mercer Advisors Vice Chairman, Mergers & Acquisitions Leader 000 0000
00000000 000000000 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 %
-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 (87)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
MDK Private Wealth Management 05-Mar-2024 0000000000 Specialized Finance 0000 0000
River Glen Wealth Counselors 09-Jan-2024 0000000000 Asset Management 00000 000
Transitions Wealth Management 03-Jan-2024 0000000000 Asset Management 0000 0000
Brighton Financial Planning 06-Dec-2023 0000000000 Asset Management 0000 0000
Paragon Wealth Strategies 05-Dec-2023 Buyout/LBO Asset Management 00000 000
You’re viewing 5 of 87 investments and acquisitions. Get the full list »

Mercer Advisors Subsidiaries (33)

Company Name Industry Location Founded
MDK Private Wealth Management Specialized Finance Seattle, WA 2020
Confluence Financial Advisors Asset Management Boulder, CO 0000
SD Financial Pathways Asset Management Dearborn, MI 0000
Epstein & White Financial Asset Management San Diego, CA 0000
Cordasco Financial Network Asset Management Haddonfield, NJ 0000
You’re viewing 5 of 33 subsidiaries. Get the full list »

Mercer Advisors FAQs

  • When was Mercer Advisors founded?

    Mercer Advisors was founded in 1985.

  • Who is the founder of Mercer Advisors?

    Glen Wysel and Howard Rochestie are the founders of Mercer Advisors.

  • Who is the CEO of Mercer Advisors?

    Dave Welling is the CEO of Mercer Advisors.

  • Where is Mercer Advisors headquartered?

    Mercer Advisors is headquartered in Denver, CO.

  • What is the size of Mercer Advisors?

    Mercer Advisors has 1,100 total employees.

  • What industry is Mercer Advisors in?

    Mercer Advisors’s primary industry is Asset Management.

  • Is Mercer Advisors a private or public company?

    Mercer Advisors is a Private company.

  • What is Mercer Advisors’s current revenue?

    The current revenue for Mercer Advisors is 000000.

  • How much funding has Mercer Advisors raised over time?

    Mercer Advisors has raised $138M.

  • Who are Mercer Advisors’s investors?

    Altas Partners, Harvest Partners, NB Capital Solutions, Oak Hill Capital, and Genstar Capital have invested in Mercer Advisors.

  • Who are Mercer Advisors’s competitors?

    Creative Planning, Clearstead, Goldman Sachs Personal Financial Management, Millennium Advisory Services, and Fairstone Group are some of the 37 competitors of Mercer Advisors.

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