Insights

Strategic Acquisitions Mercer Advisors' active acquisition strategy, including recent purchases of high-net-worth focused firms like Beach Freeman Lim & Cleland and Lewis Wealth Management, indicates a growth approach that values expanding specialized service offerings and client base. This presents opportunities to offer tailored financial technology solutions and operational support for further integrations.

Comprehensive Service Offering With integrated services across financial planning, investment management, tax, estate, and insurance, Mercer Advisors targets high-net-worth families seeking a unified family office experience. This indicates potential for sales of advanced financial analytics, client engagement platforms, and wealth management tools tailored to complex financial needs.

Tech-Driven Expansion Investment in digital infrastructure like Microsoft Azure Data Factory and launch of proprietary tools like Account Bridge suggest Mercer Advisors is committed to leveraging technology for efficient advice delivery. There’s a strong opportunity to introduce innovative data analytics, AI-driven advisory tools, and client portals to enhance their digital transformation.

Similar companies to Mercer Advisors

Mercer Advisors Tech Stack

Mercer Advisors uses 8 technology products and services including Microsoft Advertising, Facebook Pixel, Microsoft Azure Data Factory, and more. Explore Mercer Advisors's tech stack below.

Microsoft Advertising
Advertising
Facebook Pixel
Analytics
Microsoft Azure Data Factory
Big Data Processing
Junxure
Customer Relationship Management
scikit-learn
Machine Learning
Tailwind CSS
UI Frameworks
prettyPhoto
Web Tools And Plugins
CSS
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	84%
FLast@merceradvisors.com	JDoe@merceradvisors.com	15%
First.Middle@merceradvisors.com	John.Michael@merceradvisors.com	1%

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 Crunchbase.

How much revenue does Mercer Advisors generate?

As of October 2025, Mercer Advisors's annual revenue is estimated to be $5B.

What is Mercer Advisors's NAICS code?

Mercer Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Mercer Advisors have currently?

As of October 2025, Mercer Advisors has approximately 1.3K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Investment Officer: D. C.Chief People Officer: E. H.Chief Marketing Officer & Shareholder: G. F.. 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 Microsoft AdvertisingFacebook PixelMicrosoft Azure Data FactoryJunxurescikit-learnTailwind CSSprettyPhotoCSS.

What is Mercer Advisors's email format?

Mercer Advisors's email format typically follows the pattern of First.Last@merceradvisors.com. Find more Mercer Advisors email formats with LeadIQ.

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

Mercer Advisors

Financial ServicesUnited States1001-5000 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.