Insights

Recent Acquisitions Mercer Advisors has been actively acquiring various financial firms, such as Vanceinvestments, Edward Vance Investment Management, Thekielygroup, and Benchmark Wealth Management. This presents a sales opportunity to offer complementary services or solutions to the newly acquired clients.

Expansion Strategy With recent expansions in Minneapolis, Atlanta, and North Carolina, Mercer Advisors is clearly focused on growing its geographic footprint. This expansion provides an opportunity for sales professionals to introduce Mercer Advisors' services to potential clients in these regions.

New Chief People Officer Mercer Advisors hiring Elizabeth Hioe as the chief people officer signifies a focus on employee engagement and organizational development. Leveraging this new leadership can open doors for sales representatives to highlight Mercer Advisors' strong company culture and talent development strategies to potential clients.

Private Fund Launch The launch of several private funds by Mercer Advisors indicates a diversification in their offerings and investment strategies. Sales teams can leverage these new funds to attract sophisticated investors looking for alternative investment opportunities.

Technology Stack Mercer Advisors utilizes a diverse tech stack including Hotjar, Ultimate Software, YCharts, and Azure SQL. Understanding their technology infrastructure can help sales professionals tailor their pitches to highlight compatibility with Mercer Advisors' systems, potentially streamlining the onboarding process for clients.

Similar companies to Mercer Advisors

Mercer Advisors Tech Stack

Mercer Advisors uses 8 technology products and services including Hotjar, Ultimate Software, YCharts, and more. Explore Mercer Advisors's tech stack below.

Hotjar
Analytics
Ultimate Software
Applicant Tracking Systems
YCharts
Charting
Azure SQL
Database
Modernizr
Javascript Libraries
Pardot
Marketing
Timesheets
Time Tracking
prettyPhoto
Web Tools And Plugins

Media & News

Mercer Advisors's Email Address Formats

Mercer Advisors uses at least 1 format(s):

Mercer Advisors Email Formats	Example	Percentage
First.Last@merceradvisors.com	John.Doe@merceradvisors.com	81%
FLast@merceradvisors.com	JDoe@merceradvisors.com	17%
First.Middle@merceradvisors.com	John.Michael@merceradvisors.com	2%

Frequently Asked Questions

Where is Mercer Advisors's headquarters located?

Mercer Advisors's main headquarters is located at 1200 17th St Denver, Colorado 80202 US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is Mercer Advisors's phone number?

You can contact Mercer Advisors's main corporate office by phone at

+1-800-258-****

. 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 Mercer Advisors's official website and social media links?

Mercer Advisors's official website is merceradvisors.com and has social profiles on LinkedIn.

How much revenue does Mercer Advisors generate?

As of April 2025, Mercer Advisors's annual revenue reached $5B.

What is Mercer Advisors's NAICS code?

Mercer Advisors's NAICS code is 523930 - Investment Advice.

How many employees does Mercer Advisors have currently?

As of April 2025, Mercer Advisors has approximately 1.2K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: B. R.CFO: D. A.Chief Investment Officer: D. C.. Explore Mercer Advisors's employee directory with LeadIQ.

What industry does Mercer Advisors belong to?

Mercer Advisors operates in the Financial Services industry.

What technology does Mercer Advisors use?

Mercer Advisors's tech stack includes HotjarUltimate SoftwareYChartsAzure SQLModernizrPardotTimesheetsprettyPhoto.

What is Mercer Advisors's email format?

Mercer Advisors's email format typically follows the pattern of . Find more Mercer Advisors email formats with LeadIQ.

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

Mercer Advisors

Financial ServicesColorado, United States1001-5000 Employees

Are you looking to amplify and simplify your financial life?

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Learn more about Mercer Advisors – a family office for your family.