Raised $2.2B across disclosed rounds.[9]

Latest round closed October 2026.[9]

Round size and post-money valuation are not publicly disclosed.

Named investors include Genstar Capital.[1]

Dave Welling, Chief Executive Officer[3][7][8][16][17][18][19][20][15][10][13][29]

Gün Keresteci, Chief Financial Officer[3][7][8][16][17][18][19][20][15][10][13][29]

Jimmy Zhao, Chief Corporate Development Officer[3][7][8][16][17][18][19][20][15][10][13][29]

Donald Calcagni, Chief Investment Officer[3][7][8][16][17][18][19][20][15][10][13][29]

Mercer Global Advisors Inc.[3][7][8][16][17][18][19][20][15][10][13][29]

Kyle Pounder, Head of Data[3][7][8][16][17][18][19][20][15][10][13][29]

Bryan Powers, Executive Managing Partner[3][7][8][16][17][18][19][20][15][10][13][29]

Dennis Collins, Partner, Market Leader[3][7][8][16][17][18][19][20][15][10][13][29]

Creative Planning · creativeplanning.com · Same buyer and same roll-up strategy: the cited source frames Creative Planning as the closest rival in acquiring wealth management firms, so a family choosing a consolidating national RIA or an advisory practice choosing an acquirer would weigh it directly...[26]

Wealth Enhancement Group · wealthenhancement.com · Same buyer and same acquisition-driven growth model: the cited source treats it as the closest peer in RIA deal volume, making it a direct alternative for both acquired practices and families seeking a national consolidator.[26]

Brook-Dobson Brear · bdb.co.uk · Listed by Craft.co as a competitor and similar company to Mercer Advisors on the basis of shared financial advisory services, so a buyer seeking advisory services would see it as a substitute.[25]

Gracechurch Wealth Management · gracechurchwm.co.uk · Listed by Craft.co as a competitor and similar company to Mercer Advisors on the basis of shared financial services, so a buyer seeking wealth management would see it as a substitute.[25]

The customer proof is company-sourced only. No independent source in this ledger confirms it.[5]

Ask for one referenceable production customer.

Not a recommendation. The first thing this ledger cannot answer.

Filled in the side panel for invited readers. This card carries sourced facts only.