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Exencial Wealth Advisors Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Exencial Wealth Advisors's estimated annual revenue is currently $26.3M per year.(i)
  • Exencial Wealth Advisors's estimated revenue per employee is $210,000

Employee Data

  • Exencial Wealth Advisors has 125 Employees.(i)
  • Exencial Wealth Advisors grew their employee count by 8% last year.

Exencial Wealth Advisors's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Investment OfficerReveal Email/Phone
3
CFO and Tax DirectorReveal Email/Phone
4
Financial Advisor - Director Wealth ManagementReveal Email/Phone
5
Chief Operations Officer | Chief Compliance OfficerReveal Email/Phone
6
Client Service Manager and Compliance OfficerReveal Email/Phone
7
Sr. Analyst/Portfolio ManagerReveal Email/Phone
8
Office ManagerReveal Email/Phone
9
Relationship ManagerReveal Email/Phone
10
Relationship ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.7M34-11%N/AN/A
#2
$5M300%N/AN/A
#3
$6M36-16%N/AN/A
#4
$13.6M726%N/AN/A
#5
$6.4M383%N/AN/A
#6
$162.5M6199%N/AN/A
#7
$4.3M294%N/AN/A
#8
$349.6M1189-8%N/AN/A
#9
$5M300%N/AN/A
#10
$7.7M46-16%N/AN/A
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What Is Exencial Wealth Advisors?

Exencial Wealth Advisors is an independent registered investment advisory firm offering fee only, objective financial planning, investment management and tax planning counsel to senior corporate executives, entrepreneurs, their families and institutions. The firm strives to be a source of enduring value to clients by providing independent, unbiased and thoughtful recommendations based on their needs and objectives.

keywords:N/A

N/A

Total Funding

125

Number of Employees

$26.3M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Exencial Wealth Advisors News

2022-04-19 - U.S. Stocks Tumble, Bond Yields Stabilize

... Fed really means what it says and it's not going to back down,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

2022-04-19 - Dow Tumbles Nearly 1,000 Points as Stocks Extend Selloff

... Fed really means what it says and it's not going to back down,” said Tim Courtney, chief investment officer of Exencial Wealth Advisors.

2022-04-13 - What to do when your 401(k) is losing money

... correcting in late 2021,” Austin Winsett, certified public accountant and financial advisor at Exencial Wealth Advisors, tells Select.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$18.1M125N/AN/A
#2
$33.8M125-1%N/A
#3
N/A12614%N/A
#4
$34M1262%N/A
#5
$27.7M1262%N/A