Advisors Excel Revenue and Competitors

Topeka, KS USA

Location

N/A

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Advisors Excel's estimated annual revenue is currently $213.3M per year.(i)
  • Advisors Excel's estimated revenue per employee is $182,000

Employee Data

  • Advisors Excel has 1172 Employees.(i)
  • Advisors Excel grew their employee count by 9% last year.

Advisors Excel's People

NameTitleEmail/Phone
1
FounderReveal Email/Phone
2
FounderReveal Email/Phone
3
Associate VP Life MarketingReveal Email/Phone
4
Chief Technology Officer & Chief Information Security OfficerReveal Email/Phone
5
Head Sales, VP AE Wealth ManagementReveal Email/Phone
6
CFOReveal Email/Phone
7
VPReveal Email/Phone
8
VP MarketingReveal Email/Phone
9
VP Advisor DevelopmentReveal Email/Phone
10
VP Life InsuranceReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$155.2M8355%$1.2MN/A
#2
$147.4M793-10%$537.7MN/A
#3
$230.2M1265N/AN/AN/A
#4
$16M123-3%$4.7MN/A
#5
$213.3M11729%N/AN/A
#6
$2M22-8%N/AN/A
#7
$72.6M447-2%N/AN/A
#8
$0.5M17-11%$9MN/A
#9
$795.6M174741%$110.9MN/A
#10
$4M38-17%N/AN/A
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What Is Advisors Excel?

Advisors Excel takes a holistic approach to helping independent financial professionals build dynamic practices so they are free to create the businesses and lives they want, while helping their clients create their desired retirement lifestyles as well. Since forming around a kitchen table in 2005, Advisors Excel has maintained a relentless focus on integrity, innovation and independence. We have sought to redefine the role of the independent marketing organization in our industry - helping the most elite financial professionals in the country provide invaluable financial strategies for their valued clientele. As a business, we've been able to make a difference in the lives of our advisors and in those they serve by fostering a culture of community where independent insurance agents and financial advisors are empowered to engage, share and learn from one another. Adhering to our four core principles - the most important being "always do the right thing" - has also been instrumental in our ability to affect the lives of our clients and the people they serve. We've expanded that culture and that principle into our community, working to help address some of the most pressing problems facing the community, and providing opportunities for those who work with us to do the same.

keywords:Finance,Human Resources Hr

N/A

Total Funding

1172

Number of Employees

$213.3M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Advisors Excel News

2022-04-20 - Advisors Excel employees and kids pack lunch for children in ...

The children of Advisors Excel employees spent the night packing lunches for Fun Food Fridays. The company's third annual AE Kids Give Back...

2022-04-06 - Topeka University Recruited A Football Player. What They Got Was A Community Leader.

Cody Foster, the founder of Topeka-based Advisors Excel, was another. He spoke passionately of putting many services under one umbrella.

2022-03-30 - Topeka family gets keys to new home through Topeka Habitat ...

Topeka Habitat also got some help from Advisors Excel, who furnished the home. Copyright 2022 WIBW. All rights reserved.

2021-06-23 - Advisors Excel Event Raises Nearly $1M for Folds of Honor

TOPEKA, Kan., June 23, 2021 /PRNewswire/ -- In keeping with its commitment to the local community and the communities our advisors serve, Advisors Excel and its affiliated financial professionals recently raised $932,000 for Folds of Honor during a fundraising event in Houston. The gift will h ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$378.8M12306%N/A
#2
$230.2M1265N/AN/A
#3
$75M12966%N/A
#4
$291.4M13019%N/A
#5
$497.7M1693-4%N/A