Mercator Wealth Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

51 Melcher St Fl 1, Boston, Massachusett...

Phone Number

(617) 307-6544

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Mercator Wealth Management

Mercator Wealth Management specializes in developing customized financial plans to help clients achieve their financial goals. The firm focuses on understanding the unique needs and long-term objectives of families, addressing challenges such as debt management, college savings, and retirement planning. They employ creative strategies and challenge conventional wisdom in wealth management to ensure client satisfaction. Mercator Wealth Management serves clients across multiple states in the U.S.Explore more
Popular SearchesMercator Wealth ManagementMercatorwealthmanagement ComSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Mercator Wealth Managemen...

<$5M
1-10
Private
-
-
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Mercator Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Mercator Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mercator Wealth Management.

Mercator Wealth Management Tech Stack

A closer look at the technologies used by Mercator Wealth Management

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Frequently Asked Questions Regarding Mercator Wealth Management

What is Mercator Wealth Management's official website?
Mercator Wealth Management's official website is www.mercatorwealthmanagement.com
What is Mercator Wealth Management's Revenue?
Mercator Wealth Management's revenue is <$5 Million
What is Mercator Wealth Management's SIC code?
Mercator Wealth Management's SIC: 62,628
What is Mercator Wealth Management's NAICS code?
Mercator Wealth Management's NAICS: 52,523
How many employees does Mercator Wealth Management have?
Mercator Wealth Management has 1-10 employees
What industry does Mercator Wealth Management belong to?
Mercator Wealth Management is in the industry of: Finance, Securities Trading
What is Mercator Wealth Management competition?
Mercator Wealth Management top competitors include: Goodrich and Associates, Copper Canyon Wealth Management, Ratcliff Financial Services, Wealth Management Group
What technology does Mercator Wealth Management use?
Some of the popular technologies that Mercator Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Mercator Wealth Management?
Mercator Wealth Management contact info: Phone number: (617) 307-6544 Website: www.mercatorwealthmanagement.com
What does Mercator Wealth Management do?

Mercator Wealth Management specializes in developing customized financial plans to help clients achieve their financial goals. The firm focuses on understanding the unique needs and long-term objectives of families, addressing challenges such as debt management, college savings, and retirement planning. They employ creative strategies and challenge... conventional wisdom in wealth management to ensure client satisfaction. Mercator Wealth Management serves clients across multiple states in the U.S.Read More

Is Mercator Wealth Management a public company?
Mercator Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Mercator Wealth Management

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