Mercer Advisors - Crunchbase Company Profile & Funding

Q: Who invested in Mercer Advisors?

Mercer Advisors has 5 investors including Altas Partners And Harvest Partners.

Q: When was the last funding round for Mercer Advisors?

Mercer Advisors closed its last funding round on obfuscated from a Private Equity round.

Overview

Mercer Advisors

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Mercer Advisors

CB Rank

28410

Mercer Advisors is a full-service wealth management firm.

Acquired by

Genstar Capital

Founded

obfuscation

Private

Private Equity

Denver, Colorado, United States

1001-5000

www.merceradvisors.com/

Advice

Asset Management

Business Development

Financial Services

Insurance

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Private Equity

OBF

obfuscation

Private Equity

OBF

obfuscation

Key People

Lindsay O'Toole: Senior Vice President, Investment Platform Operations
Past Role: LPL Financial, Senior Vice President of Trading
Barry Cohen: Sr. Wealth Advisor

Details

Legal Name

Mercer Global Advisors, Inc.

Also Known As

Mercer Global Advisors

Operating Status

Active

Company Type

For Profit

Founders

Kendrick Mercer

About the Company

Mercer Advisors is a full-service wealth management firm, that helps with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services.

Phone Number

800.258.1559

Contact Email

advice@merceradvisors.com

Predictions & Insights

Growth Insight

See this Growth Insight

Mercer Advisors is

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to be growing

Top Contributing Factors

Headcount Growth

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Financial Planning

A service that helps clients create comprehensive strategies to manage their financial goals and resources.

Investment Management

A service that manages client investment portfolios to align with their financial objectives and risk tolerance.

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Financials

Company Funding

Funding Rounds

Investors

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity

Funding Rounds

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity
obfuscated obfuscation	Private Equity Round - Mercer Advisors	1	obfuscated obfuscation	Altas Partners	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
Altas Partners	Yes	Private Equity Round - Mercer Advisors	Paul Emery
Altas Partners	Yes	Private Equity Round - Mercer Advisors	Paul Emery
Altas Partners	Yes	Private Equity Round - Mercer Advisors	Paul Emery
Altas Partners	Yes	Private Equity Round - Mercer Advisors	Paul Emery
Altas Partners	Yes	Private Equity Round - Mercer Advisors	Paul Emery