Wealth management was meant to be about advice. Today, too much of it has become transactional.

As clients spread their money across banks and custodians, advisors lose the full picture — trapped by disconnected tools and manual work.

We built Mercury to fix exactly that: one spine that connects data, automation and AI, so managers can see total wealth and act on it.

No firm should buy six new silos to stop running six old ones. So we put every engine on one book.

Oscar Chan · Co-Founder & CEO, Mercury Wealth