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Mercer Global Advisors

Denver, CO · Founded 1985 · Privately Held (backing)

Provider of wealth management services intended to serve family offices for families ranging from mass affluent to ultra-high-net-worth and serves a spectrum of institutional clients, including… Mercer Global Advisors is based in Denver, CO and was founded in 1985. Its last reported valuation was $750 million in Nov 2019. It has raised $1.1 billion.

Last reported valuation
$750.0M
Oct 2026
Priced at
—
Total raised
$1.1B
Last round
—

Mercer Global Advisors key facts

as of Oct 2026
  • Provider of wealth management services intended to serve family offices for families ranging from mass affluent to ultra-high-net-worth and serves a spectrum of institutional clients, including…
  • Mercer Global Advisors is valued at approximately $750.0M as of Oct 2026 (last reported valuation).
  • It has raised $1.1B; the latest was General Corporate Purpose ($500.0M) in Nov 2025.
  • Notable investors include Genstar Capital, Harvest Partners, NB Capital Solutions, Altas Partners, Oak Hill Capital.
  • Status: Privately Held (backing).
Last reported valuation
LOW confidence
$750.0M

Mercer Global Advisors's last reported valuation, Nov 2019. Nothing priced has surfaced since.

set by last reported valuationas of Oct 2026question about this number?
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Mercer Global Advisors funding rounds

No rounds on record

No funding rounds for Mercer Global Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.

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Mercer Global Advisors valuation

Mercer Global Advisors's last reported valuation was $750 million in Nov 2019. No priced round, secondary trade or fund mark has surfaced since.

Mercer Global Advisors investors

5 investors are on record for Mercer Global Advisors, including Genstar Capital, Harvest Partners, NB Capital Solutions and Altas Partners.

About Mercer Global Advisors

Provider of wealth management services intended to serve family offices for families ranging from mass affluent to ultra-high-net-worth and serves a spectrum of institutional clients, including companies, endowments and foundations. The company specializes in financial planning, investment management, estate planning, tax strategy and preparation, insurance solutions and trustee services, thereby offering services tailored to individual clients.

Sector
Financial Services
HQ
Denver, CO, United States
Founded
1985
Employees
1,500
Ownership
Privately Held (backing)

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