Tag: #fifteenth

Wealth Management

Mercer Advisors Shifts Strategy with Acquisition of AI-Native Tax Firm Fifteenth

Thursday, November 5, 2026 | 12:59

In a decisive move that underscores the evolving requirements of the ultra-high-net-worth (UHNW) market, Denver-based Mercer Advisors has announced the acquisition of Fifteenth, an artificial intelligence-native tax and accounting firm. The deal, announced on November 5, 2026, marks a significant departure from the registered investment advisor’s (RIA) previous growth strategy. While Mercer has historically focused […]