Exencial Wealth Advisors Revenue and Competitors

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Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Exencial Wealth Advisors's estimated annual revenue is currently $20.6M per year.(i)
  • Exencial Wealth Advisors's estimated revenue per employee is $210,000

Employee Data

  • Exencial Wealth Advisors has 98 Employees.(i)
  • Exencial Wealth Advisors grew their employee count by 24% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$423.7M14412%N/AN/A
#2
$57.8M250-1%N/AN/A
#3
$511.3M17396%N/AN/A
#4
$12.5M66-3%N/AN/A
#5
$1551.1M5276-1%N/AN/A
#6
$18.1M860%N/AN/A
#7
$0.1M740%N/AN/A
#8
$7.2M43-33%N/AN/A
#9
$6.4M516%N/AN/A
#10
$26M124-2%N/AN/A

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.

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Total Funding

98

Number of Employees

$20.6M

Revenue (est)

24%

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
$14.2M984%N/A
#2
$32.1M9821%N/A
#3
N/A995%N/A
#4
$27.3M1012%N/A
#5
$15.1M104-1%N/A