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Valuation

$987.6M

2024 Revenue

$329.2M

Funding

$0

Team

1.1K

Founded

1985

How Mercer Advisors CEO Dave Welling grew Mercer Advisors to $329.2M revenue with a 1073 person team in 2024.

Provides financial planning, investment management, corporate trustee, tax planning and preparation, and estate planning services

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Mercer Advisors Revenue

In 2024, Mercer Advisors's revenue reached $329.2M. Since its launch in 1985, Mercer Advisors has shown consistent revenue growth.

Mercer Advisors Revenue GrowthReported revenue / ARR by year$0$75M$150M$225M$300M$375M198519871989199119931995199719992001200320052007200920112013201520172019202120232024$0$329MSource: GetLatka.com
YearMilestoneQuote
2024Mercer Advisors Hit $329.2m revenue in June 2024
1985Launched with $0 revenue

Mercer Advisors Valuation, Funding Rounds

Mercer Advisors's most recent disclosed valuation is $987.6M.

Mercer Advisors is a bootstrapped Consulting & Advisory startup. Founded in 1985, Mercer Advisors has grown to $329.2M in revenue without raising any venture capital or outside funding.

As a self-funded Consulting & Advisory SaaS company, Mercer Advisors has built its business with no outside investment.

Mercer Advisors Capital Raised & ValuationCumulative capital raised and post-money valuation by roundCapital raised (cum.)Valuation$0$119851985 cumulative: $0 • 1985 Founded: $01985 Founded: $0 valuationSource: GetLatka.com
YearRoundAmountValuation% SoldQuote

Mercer Advisors Employees & Team Size

Mercer Advisors employs approximately 1.1K people as of 2026.

Mercer Advisors has 1.1K total employees in different roles and functions.

Mercer Advisors Team GrowthReported headcount over time02505007501,0001,250198519871989199119931995199719992001200320052007200920112013201520172019202120232024001,0731,073Source: GetLatka.com
YearMilestone
2024Reached 1.1K employees (July 2024)

Founder / CEO

Dave Welling

Dave Welling is listed as Founder / CEO at Mercer Advisors.

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Customers

We do not have customer count information for Mercer Advisors yet.

Frequently Asked Questions about Mercer Advisors

What is Mercer Advisors's revenue?

Mercer Advisors generates $329.2M in revenue.

Who founded Mercer Advisors?

Mercer Advisors was founded by Dave Welling.

Who is the CEO of Mercer Advisors?

The CEO of Mercer Advisors is Dave Welling.

How much funding does Mercer Advisors have?

Mercer Advisors raised $0.

How many employees does Mercer Advisors have?

Mercer Advisors has 1.1K employees.

Where is Mercer Advisors headquarters?

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

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Source Attribution

Source: all data was collected from GetLatka company research and founder interviews. Revenue, funding, team, and customer figures are presented as company-reported or GetLatka-estimated metrics where the profile data identifies them that way.

Company data last updated .