Insights

Digital Expansion Opportunity Mercer Advisors recently launched the Aspen Partners platform and new private funds, indicating a strategic push into private markets. This expansion presents an opportunity for digital solution providers to offer innovative tools to support Mercer Advisors' new offerings.

Executive Change Potential With the recent hiring of Welling as CEO, Mercer Advisors has demonstrated a focus on leadership changes. This transition could signal a willingness to explore new partnerships or services, making it an opportune time for B2B service providers to pitch tailored solutions to meet evolving needs.

Strategic Partnership Opening Opto Investments, Inc. partnering with Mercer Advisors highlights a priority on aligning with firms that share values of transparency and trust. This precedent creates an entry point for service providers emphasizing similar principles to collaborate with Mercer Advisors on joint initiatives.

Recognition Leverage Possibility Being recognized as one of the nation's top investment advisory firms in 2024 by CEOWORLD Magazine can be leveraged by Mercer Advisors to enhance brand credibility. Service providers can leverage this recognition in their pitches to establish credibility in offering solutions to a well-regarded industry player.

Geographic Expansion Prospects Mercer Advisors expanding their offices in the United States, particularly in the Northwest region, indicates a strategic focus on geographic expansion. This move opens opportunities for local service providers to collaborate with Mercer Advisors in catering to the unique financial needs of the region.

Mercer Advisors Tech Stack

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

  • Facebook Pixel
    Analytics
  • Ultimate Software
    Applicant Tracking Systems
  • YCharts
    Charting
  • NetSuite
    E-commerce
  • scikit-learn
    Machine Learning
  • Wrike
    Team Collaboration
  • Nginx
    Web Servers
  • Facebook
    Widgets

Media & News

Mercer Advisors's Email Address Formats

Mercer Advisors uses at least 1 format(s):
Mercer Advisors Email FormatsExamplePercentage
first.last@merceradvisors.comJohn.Doe@merceradvisors.com
81%
flast@merceradvisors.comJDoe@merceradvisors.com
17%
first.middle@merceradvisors.comJohn.Michael@merceradvisors.com
2%
first@merceradvisors.comJohn@merceradvisors.com
0%

Frequently Asked Questions

Where is Mercer Advisors's headquarters located?

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

What is Mercer Advisors's phone number?

Minus sign iconPlus sign icon
You can contact Mercer Advisors's main corporate office by phone at +1-800-258-1559. 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?

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

How much revenue does Mercer Advisors generate?

Minus sign iconPlus sign icon
As of May 2024, Mercer Advisors's annual revenue reached $750M.

What is Mercer Advisors's NAICS code?

Minus sign iconPlus sign icon
Mercer Advisors's NAICS code is 523930 - Investment Advice.

How many employees does Mercer Advisors have currently?

Minus sign iconPlus sign icon
As of May 2024, Mercer Advisors has approximately 1K employees across 6 continents, including North AmericaEuropeOceania. Key team members include Chief Executive Officer: S. N.CFO: D. A.Chief Investment Officer: D. C.. Explore Mercer Advisors's employee directory with LeadIQ.

What industry does Mercer Advisors belong to?

Minus sign iconPlus sign icon
Mercer Advisors operates in the Financial Services industry.

What technology does Mercer Advisors use?

Minus sign iconPlus sign icon
Mercer Advisors's tech stack includes Facebook PixelUltimate SoftwareYChartsNetSuitescikit-learnWrikeNginxFacebook.

What is Mercer Advisors's email format?

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

When was Mercer Advisors founded?

Minus sign iconPlus sign icon
Mercer Advisors was founded in 1985.
Mercer Advisors

Mercer Advisors

Financial ServicesColorado, United States501-1000 Employees

Are you looking to amplify and simplify your financial life?

For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. 

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

Section iconCompany Overview

Headquarters
1200 17th St Denver, Colorado 80202 US
Phone number
+1-800-258-1559
NAICS Code
523930 - Investment Advice
Founded
1985
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Mercer Advisors's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Mercer Advisors's revenue is in the range of $100M$1B

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.