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Mercer Advisors - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about Mercer Advisors including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

Mercer Advisors company logo

A family office for your family.

For nearly 40 years, Mercer Advisors has been doing that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team.

HeadquartersDenver, Colorado, United States
Team size1001-5000
Founded1985

What is Mercer Advisors? - Company Overview & Details

Mercer Advisors is For nearly 40 years, Mercer Advisors has been doing that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Founded in 1985, the company is headquartered in Denver, Colorado, United States.

Who Founded Mercer Advisors?

Mercer Advisors is led by CEO Dave Welling.

Who are the Key Executives at Mercer Advisors? - Leadership Team

Mercer Advisors is led by experienced executives in key positions:

Chief Executive Officer (CEO) of Mercer Advisors

Dave WellingCEO

Chief Technology Officer (CTO) of Mercer Advisors

CTO

About Dave Welling - CEO of Mercer Advisors

Dave Welling serves as the Chief Executive Officer of Mercer Advisors, leading the company's strategic vision and operations.

Mercer Advisors Company Details & Key Information

Where is Mercer Advisors located?

Mercer Advisors is headquartered in Denver, Colorado, United States.

How many employees does Mercer Advisors have?

Mercer Advisors has 1001-5000 employees.

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

Mercer Advisors Official Website

How much funding has Mercer Advisors raised?

Mercer Advisors has raised undisclosed amount.

N/A
Total Funding Raised
0
Funding Rounds
N/A
Latest Round

Who are the key investors in Mercer Advisors?

Mercer Advisors is backed by 3 key investors including Oak Hill Capital, Genstar Capital, Altas Partners. These investors focus on sectors.

Mercer Advisors Investor Overview

3
Key Investors
0
Focus Areas
0
Notable Investments

Complete List of Mercer Advisors Investors

Oak Hill Capital

Genstar Capital

Altas Partners

What sectors do Mercer Advisors investors focus on?

The investors backing Mercer Advisors primarily focus on sectors.

Featured Investor: Oak Hill Capital

Oak Hill Capital

Notable Investments:

What are Mercer Advisors's future plans?

Future Plans Information Not Available

Detailed information about Mercer Advisors's future plans and strategic initiatives is not currently available in our database.

What are the latest news about Mercer Advisors?

Mercer Advisors has 2 recent news updates covering key business developments and market activities.

Mercer Advisors News Overview

2
Recent Articles
Active
Media Coverage
2025-05-09
Latest Update

What is Mercer Advisors in the news for?

Mercer Advisors is currently featured in news for Mercer Advisors Inc. expands offices to Denver, Colorado, United States on Jan 1st '17. and other significant business developments.

Recent News Articles About Mercer Advisors

Article 1
2025-05-09

Mercer Advisors Inc. expands offices to Denver, Colorado, United States on Jan 1st '17.

Mercer Advisors has expanded its services to over 2,200 families in the Denver area, following its acquisition of Lewis Wealth Management.

privatebankerinternational.com
Read News
Article 2
2025-05-09

Mercer Advisors Inc. acquires Lewis Wealth Management.

Mercer Advisors has acquired Lewis Wealth Management, a Denver-based RIA managing approximately $75 million in client assets.

privatebankerinternational.com
Read News

Mercer Advisors FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about Mercer Advisors including information about founders, CEO, funding history, investors, headquarters location, and company details. 12 frequently asked questions covering key information about the company.

Mercer Advisors Questions & Answers - Company Information

Q1

What is Mercer Advisors?

For nearly 40 years, Mercer Advisors has been doing that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team.

Q2

Who founded Mercer Advisors?

Mercer Advisors is led by CEO Dave Welling.

Q3

Who is the CEO of Mercer Advisors?

The CEO of Mercer Advisors is Dave Welling.

Q4

Who are the investors in Mercer Advisors?

Mercer Advisors's key investors include Oak Hill Capital, Genstar Capital, Altas Partners.

Q5

Where is Mercer Advisors headquartered?

Mercer Advisors is headquartered in Denver, Colorado, United States.

Q6

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

Q7

How many employees does Mercer Advisors have?

Mercer Advisors has 1001-5000 employees.

Q8

What is Mercer Advisors's official website?

You can visit Mercer Advisors's official website at http://www.merceradvisors.com.

Q9

Who is founder?

Dave Welling

Q10

What does the company do?

Mercer Advisors integrates financial planning, investment management, tax, estate, and insurance services for families.

Q11

Who are the investors?

Oak Hill Capital Genstar Capital Altas Partners

Q12

Latest news?

Mercer Advisors has expanded its services to over 2,200 families in the Denver area, following its acquisition of Lewis Wealth Management. Mercer Advisors has acquired Lewis Wealth Management, a Denver-based RIA managing approximately $75 million in client assets.

More Information About Mercer Advisors

For additional details about Mercer Advisors, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.