Mercer Advisors
Finance · Colorado, United States · 1K - 5K Employees
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Overview
Headquarters
1200 17th St Ste 500, Denver, Colorado, ...Phone Number
(303) 997-3690Website
www.merceradvisors.comRevenue
$788.8 MillionIndustry
ZI Rank: 10
Signal Type
Jan
Feb
Mar
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Jun
ZI Rank
8
11
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11
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10
About Mercer Advisors
Mercer Advisors is a national wealth management firm that helps families simplify and strengthen their financial lives through an integrated approach. The company brings together financial planning, investment management, tax strategy, estate planning, and insurance under one coordinated team. Acting as an independent fiduciary, Mercer Advisors focuses on long-term stewardship, personalized guidance, and aligning financial decisions with each clients goals and values.Explore more
Mercer Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$515.6M
501-1,000
Private
-
1996
Kevin KrausVice President, RIA Strategy and Growth, Chief of Staff To Head of RIA Channel
Company Profile Activity
Activity Insights
Mercer Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Mercer Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Mercer Advisors.
Mercer Advisors Tech Stack
A closer look at the technologies used by Mercer Advisors
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Most Recent Scoops
Hiring Plans
Mercer Advisors has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Ultratax Cs, and Core. Areas of expertise include: Investments, Team Processes, Salesforce, Retirement Planning, Risk Management, Tax Planning, and Cash Management.
Hiring Plans
Person-Based
Marketing Campaign, Enterprise Software, Software, Lead Generation, Marketing Technology
Hiring Plans
Mercer Advisors has more open roles in Human Resources than it has had at any time in the past 12 months. Technologies mentioned include: Mercer.
Hiring Plans
Hiring Plans
Mercer Advisors has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: QuickBooks Desktop Pro, Orion, Core, Ultratax Cs, and QuickBooks. Areas of expertise include: Investment Management, Financial Planning, Private Investment In Public Equity, Business Development, Wealth Management, and Financial Services.
Hiring Plans
Person-Based
Learning & Development, Company Culture & Policy, HR Operations
Mercer Advisors News & Media
Data Breach Alert: Edelson Lechtzin LLP Investigates Mercer Advisors Inc., Data Breach
Edelson Lechtzin LLP, a national class action law firm, is actively investigating data privacy claims arising from the Mercer Advisors Inc. data breach.Mercer Advisors Data Breach Exposes Personal Information: Murphy Law Firm Investigates Legal Claims
Murphy Law Firm investigates claims on behalf of everyone whose information was exposed in the Mercer Advisors data breach.Mercer Strengthens Presence In Baltimore And Washington With $1 Billion Acquisition
Mercer’s Purchase Of Glass Jacobson Also Adds More Tax CapabilitiesMercer Deepens Tax Capabilities With Latest Acquisition - Wealth Solutions Report
Mercer Bought Southern California-Based Tax Firm Beach Freeman Lim & Cleland In A Transaction That Closed Oct. 31.
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Frequently Asked Questions Regarding Mercer Advisors
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Mercer Advisors is a national wealth management firm that helps families simplify and strengthen their financial lives through an integrated approach. The company brings together financial planning, investment management, tax strategy, estate planning, and insurance under one coordinated team. Acting as an independent fiduciary, Mercer Advisors foc... Read More
