Mercer Advisors Overview

  • Founded
  • 1985

Founded
  • Status
  • Private

  • Employees
  • 738

Employees
  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 12

  • Investments
  • 74

Mercer Advisors General Information

Description

Provider of wealth management services located in Denver, Colorado. The company offers a wide array of services, including investment management, financial planning, retirement benefits management, distribution and estate planning services to individuals.

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
  • Suite 500
  • Denver, CO 80202
  • United States
+1 (888) 000-0000

Mercer Advisors Timeline

2020202120222023
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 located in Denver, Colorado. The company offers a wide array of services, includi
Asset Management
Denver, CO
738 As of 2023
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Overland Park, KS
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Kansas City, MO
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Mercer Advisors Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Creative Planning Private Equity-Backed Overland Park, KS 0000 00000 000000000 00000
00000000 000000 00 Private Equity-Backed Kansas City, MO 00 000000000000
000000000 00000 Private Equity-Backed Boldon, United Kingdom 0000 00.000 000000000000
0000000000 Private Equity-Backed Cleveland, OH 000 000000000000
00 000000 00000000 Private Equity-Backed Torrance, CA 000 00000 000000000 00000
You’re viewing 5 of 16 competitors. Get the full list »

Mercer Advisors Executive Team (29)

Name Title Board Seat Contact Info
Dave Welling Chief Executive Officer
Michael Henry Chief Financial Officer
Loren Pierson Chief Operating Officer
Christine Cataldo Chief Technology Officer & Digital Officer
Nicholas Semko Managing Director, Mergers & Acquisitions
You’re viewing 5 of 29 executive team members. Get the full list »

Mercer Advisors Board Members (5)

Name Representing Role Since
00000 000000 00 Mercer Advisors Vice Chairman of Mergers & Acquisitions & Deal Team Leader 000 0000
00000000 000000000 Self 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 (74)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000 0000 10-Jan-2023 0000000000 Asset Management 00000 000
00000000 0000 07-Dec-2022 0000000000 Asset Management 00000 000
0000000 00000 06-Dec-2022 0000000000 Asset Management 00000 000
00000 0000000 30-Nov-2022 0000000000 Other Financial Services 0000 0000
Mark D. Cunningham 01-Nov-2022 Buyout/LBO Asset Management 00000 000
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Mercer Advisors Subsidiaries (42)

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
00000000 000000000 Asset Management Haddonfield, NJ 0000
You’re viewing 5 of 42 subsidiaries. Get the full list »