Mercer Advisors Tech Stack

Family office wealth management platform integrating planning, investments, tax, and estate services

Financial Services Denver, Colorado 501–1,000 employees Founded 1985 Privately Held

Mercer Advisors operates a multi-service wealth platform for high-net-worth families, spanning financial planning, investment management, tax strategy, and estate administration under one roof. The tech stack—Envestnet, Lacerte, Salesforce, AWS Glue, Apache Airflow, Fivetran—reflects a business built on integrating data across advisory domains and automating client workflows. Hiring is accelerating across finance (largest group), sales, and operations, with active projects centered on client onboarding/transition and portfolio automation; client onboarding and retention appear repeatedly as pain points, suggesting scaling pressure as the firm expands its client base.

Tech Stack 27 technologies

Core StackSalesforce Apex Zoom AWS Glue Apache Airflow Fivetran AWS WordPress Microsoft Exchange Intune Cloudflare Envestnet Lacerte Microsoft Office Excel Microsoft 365 Visualforce Lightning LinkedIn SQL Azure Azure Entra ID Teams Proofpoint NinjaOne Cisco Meraki Route 53

What Mercer Advisors Is Building

◆Challenges

Client onboarding
Retaining clients
Driving new revenue
Expanding firm’s reach
Billable hours headaches
High net worth client integration
Asset growth
Growing practice through referrals
Practice management
Complex portfolio transitions

▲Active Projects

Client onboarding and transition
Lead go‑to‑market partnerships
Cloud infrastructure automation and migration initiatives
Investment implementations for complex portfolio transitions
Rmds
Cash audits
Tax loss harvesting
Front-end data visualization solutions
Improve cross-functional handoffs
Onboarding new clients

Hiring Activity

Accelerating140 roles · 60 in 30d

Department

Finance

Sales

Support

Ops

Legal

Marketing

Engineering

Client

Seniority

Senior

Junior

Mid

Director

Manager

Intern

Notable leadership hires: Creative Director, Managing Director, Financial Planning Director, Integrated Marketing Director, Tax Director

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About Mercer Advisors

Mercer Advisors is a privately held wealth management firm founded in 1985 and headquartered in Denver, Colorado. The company serves affluent families by offering integrated advisory services—financial planning, investment management, tax optimization, estate planning, and risk management—delivered by dedicated in-house teams rather than fragmented external specialists. With 501–1,000 employees and 143 active job openings (62 in the last 30 days), the firm is in active growth mode, particularly in finance, sales, and operations roles. The technology backbone combines Envestnet and Lacerte for core wealth operations with AWS cloud infrastructure, Salesforce for client relationship management, and data-integration tools (Airflow, Fivetran, AWS Glue) to unify client data across advisory functions.

HeadquartersDenver, Colorado

Company Size501–1,000 employees

Founded1985

Hiring MarketsUnited States, Peru

Frequently Asked Questions

What technology does Mercer Advisors use for wealth management?

Envestnet for portfolio management, Lacerte for tax operations, Salesforce for client management, and AWS Glue/Apache Airflow/Fivetran for data integration across advisory domains.