Insights

Acquisition Opportunities Mercer Advisors has been actively acquiring other companies, such as Benchmark Wealth Management, presenting potential partnership or acquisition opportunities for companies looking to expand or exit the market.

Expansion of Private Funds With the launch of several private funds focused on efficiency and top-performing managers, Mercer Advisors opens up avenues for collaboration with fund managers or investment firms seeking strategic partnerships in the financial services sector.

Key Personnel Appointments The appointment of Elizabeth Hioe as the chief people officer and other key personnel promotions at Mercer Advisors create networking opportunities for service providers targeting C-suite executives in the finance industry.

Industry Recognition Being recognized as one of the top investment advisory firms in the nation by CEOWORLD Magazine positions Mercer Advisors as a reputable partner for businesses seeking to align with industry leaders for co-branding or joint ventures.

Financial Strength and Market Presence With a revenue exceeding $1 billion and a significant client asset value, Mercer Advisors' financial stability and market standing offer a lucrative client base for technology vendors, investment products, or service providers in the finance sector.

Similar companies to Mercer Advisors

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 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 AmericaEuropeOceania.

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 September 2024, 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 September 2024, Mercer Advisors has approximately 1.1K employees across 6 continents, including North AmericaEuropeOceania. Key team members include CFO: D. A.Chief Investment Officer: D. C.Chief Marketing Officer: 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 Facebook PixelUltimate SoftwareYChartsNetSuitescikit-learnWrikeNginxFacebook.

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?

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.

Company Overview

Headquarters: 1200 17th St Denver, Colorado 80202 US
Phone number: ✕
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+1-800-258-****
Website: merceradvisors.com
NAICS Code: 523930 - Investment Advice
Founded: 1985
Employees: 1001-5000

Media & News

Funding & Financials

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

Funding & Financials

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

Company Leadership

D. A.
CFO
✕
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D. C.
Chief Investment Officer
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G. F.
Chief Marketing Officer
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C. C.
Chief Technology & Digital Officer
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Email
K. L.
Chief Compliance Officer
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Email

Employee Directory

B. B.
Deputy Chief Compliance Officer
✕
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C. R.
Founder And President
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C. B.
Managing Partner
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C. E.
Chief Compliance Officer
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Email
D. W.
Ceo
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Email

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Insights

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Mercer Advisors Tech Stack

Media & News

Mercer Advisors Inc hires Elizabeth Hioe as chief people officer.

Mercer Advisors Inc acquired Benchmarkwealthmanagement on Sep 3rd '24.

Mercer Advisors Inc launches several private funds.

Opto Investments, Inc. signs new client Mercer Advisors Inc.

Mercer Advisors Inc promoted Martine Lellis on Jan 1st '20.

Mercer Advisors Inc recognized as one of the nation's top investment advisory firms in 2024.

Mercer Advisors Inc hired Welling as CEO on Jun 21st '17.

Mercer Advisors's Email Address Formats

Frequently Asked Questions

Where is Mercer Advisors's headquarters located?

What is Mercer Advisors's phone number?

What is Mercer Advisors's official website and social media links?

How much revenue does Mercer Advisors generate?

What is Mercer Advisors's NAICS code?

How many employees does Mercer Advisors have currently?

What industry does Mercer Advisors belong to?

What technology does Mercer Advisors use?

What is Mercer Advisors's email format?

When was Mercer Advisors founded?

Mercer Advisors

Company Overview

Media & News

Mercer Advisors Inc hires Elizabeth Hioe as chief people officer.

Mercer Advisors Inc acquired Benchmarkwealthmanagement on Sep 3rd '24.

Mercer Advisors Inc launches several private funds.

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

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