Mallard Investments
Investment ManagementUnited States2-10 Employees
Mallard Investments is an Investment Management company located in 20 Basswood Ln, Chagrin Falls, Ohio, United States.
Insights
Recent Acquisition Mallard Investments was acquired by Mercer Advisors for $165 million, indicating potential opportunities to offer complementary financial planning and wealth management solutions to Mercer’s expanding client base.
Niche Market Presence Operating with a small team of 2-10 employees and generating up to $1 million in revenue, Mallard presents an opportunity to introduce scalable, cost-effective technology solutions tailored to boutique investment firms.
Technology Adoption Utilizing tools like Cloudflare, Node.js, and Hotjar, Mallard demonstrates openness to digital engagement and cybersecurity solutions, paving the way for targeted offerings in advanced analytics and data security.
Competitive Landscape Aligned with industry giants like BlackRock, Vanguard, and Fidelity, Mallard may require innovative financial technology or customer engagement tools to differentiate and grow within a highly competitive market.
Growth & Expansion Recent news highlights strategic growth through acquisition; engaging with firms involved in expanding investment management services could unlock cross-selling or partnership opportunities to accelerate their scale.
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Mallard Investments Tech Stack
Mallard Investments uses 8 technology products and services including Hotjar, Calendly, cdnjs, and more. Explore Mallard Investments's tech stack below.
- HotjarAnalytics
- CalendlyAppointment Scheduling
- cdnjsContent Delivery Network
- CloudflareContent Management System
- jQueryJavascript Libraries
- Node.jsProgramming Languages
- Cloudflare Bot ManagementSecurity
- FacebookWidgets
Mallard Investments's Email Address Formats
Mallard Investments uses at least 1 format(s):
| Mallard Investments Email Formats | Percentage |
| First@mallardadvisors.com | 50% |
| First@mallardadvisors.com | 50% |
Frequently Asked Questions
Where is Mallard Investments's headquarters located?
Mallard Investments's main headquarters is located at 20 Basswood Ln, Chagrin Falls, Ohio 44022-1377, US. The company has employees across 1 continents, including North America. What is Mallard Investments's official website and social media links?
Mallard Investments's official website is mallardadvisors.com and has social profiles on LinkedIn.How much revenue does Mallard Investments generate?
As of November 2025, Mallard Investments's annual revenue is estimated to be $1.3M. What is Mallard Investments's SIC code NAICS code?
Mallard Investments's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.How many employees does Mallard Investments have currently?
As of November 2025, Mallard Investments has approximately 4 employees across 1 continents, including North America. Key team members include Executive Vice President: L. R.Principal: M. P.. Explore Mallard Investments's employee directory with LeadIQ.What industry does Mallard Investments belong to?
Mallard Investments operates in the Investment Management industry. What technology does Mallard Investments use?
Mallard Investments's tech stack includes HotjarCalendlycdnjsCloudflarejQueryNode.jsCloudflare Bot ManagementFacebook. What is Mallard Investments's email format?
Mallard Investments's email format typically follows the pattern of First@mallardadvisors.com. Find more Mallard Investments email formats with LeadIQ. 
Company Overview
- Headquarters
- 20 Basswood Ln, Chagrin Falls, Ohio 44022-1377, US
- Website
- mallardadvisors.com
- SIC Code
- 8742 - Management Consulting Services
- NAICS Code
- 5239 - Other Financial Investment Activities
- Employees
- 2-10
Funding & Financials
- $1M
Mallard Investments's revenue is estimated to be in the range of $1M
Funding & Financials
- $1M
Mallard Investments's revenue is estimated to be in the range of $1M
Company Leadership
L. R.Executive Vice President
M. P.Principal
Employee Directory
1-888-653-2347 
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