LeadIQ logo
Learn more at LeadIQ.com

Insights

Strategic Acquisition Mercer Advisors acquired Kingfisher Capital in October 2023, signaling deep integration with a larger wealth management platform. This presents cross-sell opportunities to offer broader family office services, estate planning, tax strategies, and retirement solutions to an expanding client base.

Family Office Focus Kingfisher positions itself as a Family Office for families, suggesting a need for holistic, multi-generational planning. This opens potential for tailored wealth structuring, fiduciary services, and integrated investment management offerings to similar family offices and HNW clients.

Tech Stack Fit Current tech stack includes modern web technologies (React, Webpack, Bootstrap) indicating capability for scalable digital experiences. Propose client-facing digital onboarding, secure portal enhancements, and data-driven reporting enhancements as value-adds to Mercer’s platform.

AUM Growth Signals Revenue range and growth history suggest capacity for higher service levels and expanded advisory teams. Target high-net-worth prospects and existing clients of Mercer who may require expanded fiduciary services, estate planning, and advanced investment management.

Strategic Partnerships Past activity includes Alphabet stake and advisory hires, indicating openness to strategic investments and talent alignment. Explore joint ventures, co-branded platforms, or specialized investment strategies to attract larger clients and diversify offerings.

Similar companies to Kingfisher Capital, proudly part of Mercer Advisors

Kingfisher Capital, proudly part of Mercer Advisors Tech Stack

Kingfisher Capital, proudly part of Mercer Advisors uses 8 technology products and services including Webpack, Google Fonts API, React, and more. Explore Kingfisher Capital, proudly part of Mercer Advisors's tech stack below.

  • Webpack
    Development
  • Google Fonts API
    Font Scripts
  • React
    Javascript Frameworks
  • RequireJS
    Javascript Frameworks
  • TweenMax
    Javascript Frameworks
  • Polyfill
    Javascript Libraries
  • Zepto
    Javascript Libraries
  • Bootstrap
    UI Frameworks

Kingfisher Capital, proudly part of Mercer Advisors's Email Address Formats

Kingfisher Capital, proudly part of Mercer Advisors uses at least 4 email formats:
Kingfisher Capital, proudly part of Mercer Advisors Email FormatsExamplePercentage
FLast@kingfishercapital.comJDoe@kingfishercapital.com
42%
Last@kingfishercapital.comDoe@kingfishercapital.com
32%
First@kingfishercapital.comJohn@kingfishercapital.com
15%
FirstLast@kingfishercapital.comJohnDoe@kingfishercapital.com
11%

Frequently Asked Questions

What is Kingfisher Capital, proudly part of Mercer Advisors's phone number?

Minus sign iconPlus sign icon You can contact Kingfisher Capital, proudly part of Mercer Advisors's main corporate office by phone at
+1-704-333-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kingfisher Capital, proudly part of Mercer Advisors's official website and social media links?

Minus sign iconPlus sign iconKingfisher Capital, proudly part of Mercer Advisors's official website is kingfishercapital.com and has social profiles on LinkedIn.

How much revenue does Kingfisher Capital, proudly part of Mercer Advisors generate?

Minus sign iconPlus sign icon As of August 2026, Kingfisher Capital, proudly part of Mercer Advisors's annual revenue is estimated to be $10M - $25M.

What is Kingfisher Capital, proudly part of Mercer Advisors's SIC code and NAICS code?

Minus sign iconPlus sign iconKingfisher Capital, proudly part of Mercer Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Kingfisher Capital, proudly part of Mercer Advisors have currently?

Minus sign iconPlus sign iconAs of August 2026, Kingfisher Capital, proudly part of Mercer Advisors has approximately 7 employees across 1 continents, including North America. Key team members include Director Of Operations: V. G. S., Manager Of Office Administration: C. C. and Manager, Customer Success: S. M. Explore Kingfisher Capital, proudly part of Mercer Advisors's employee directory with LeadIQ.

What industry does Kingfisher Capital, proudly part of Mercer Advisors belong to?

Minus sign iconPlus sign iconKingfisher Capital, proudly part of Mercer Advisors operates in the Investment Management industry.

What technology does Kingfisher Capital, proudly part of Mercer Advisors use?

Minus sign iconPlus sign iconKingfisher Capital, proudly part of Mercer Advisors's tech stack includes Webpack, Google Fonts API, React, RequireJS, TweenMax, Polyfill, Zepto and Bootstrap.

What is Kingfisher Capital, proudly part of Mercer Advisors's email format?

Minus sign iconPlus sign iconKingfisher Capital, proudly part of Mercer Advisors's email format typically follows the pattern of FLast@kingfishercapital.com. Find more Kingfisher Capital, proudly part of Mercer Advisors email formats with LeadIQ.

When was Kingfisher Capital, proudly part of Mercer Advisors founded?

Minus sign iconPlus sign iconKingfisher Capital, proudly part of Mercer Advisors was founded in 1989.
Kingfisher Capital, proudly part of Mercer Advisors logo

Kingfisher Capital, proudly part of Mercer Advisors

Investment ManagementNorth Carolina, United States2-10 Employees

Kingfisher Capital is an investment management firm based in Charlotte, North Carolina, operating as a family office for its clients. As part of Mercer Advisors since October 2023, the firm provides wealth management and financial planning services, including investment management, family office support, retirement and distribution planning, estate and tax planning, and related trustee and trust administration activities. Serving a private-client audience, the company focuses on comprehensive, ongoing wealth management that supports multi-generational financial needs and planning objectives. The organization positions itself within the broader Mercer Advisors group, a national firm recognized for services in wealth management and financial planning, with Kingfisher Capital acting as a regional office under this umbrella. The recent development of Mercer Advisors’ acquisition of Kingfisher Capital in 2023 marks a notable expansion of Mercer’s footprint in the Charlotte area.

Section iconCompany Overview

Phone number
+1-704-333-****
Website
kingfishercapital.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
1989
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Kingfisher Capital, proudly part of Mercer Advisors's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Director Of Operations at Kingfisher Capital, proudly part of Mercer Advisors
    V. G. S.
    Director Of Operations
    Mobile Phone
  • Manager Of Office Administration at Kingfisher Capital, proudly part of Mercer Advisors
    C. C.
    Manager Of Office Administration
    Mobile Phone
  • Manager, Customer Success at Kingfisher Capital, proudly part of Mercer Advisors
    S. M.
    Manager, Customer Success
    Mobile Phone
  • Principal at Kingfisher Capital, proudly part of Mercer Advisors
    B. H.
    Principal
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.