Excel Wealth Management Revenue

Financial Services • 2139 Silas Deane Highway, Suite 207, United States • 1-10 Employees

Excel Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Excel Wealth Management

Michael Lucco

Chief Executive Officer

Company overview

Headquarters	2139 Silas Deane Highway, Suite 207, Rocky Hill, Connecticut 06067, US
Phone number	+18605401123
Website	excelwm.com
NAICS	52
SIC	736
Founded	2008
Employees	1-10
Socials

Excel Wealth Management Email Formats

Excel Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@excelwm.com), used 66.7% of the time.

Format	Example	Percentage
{first name}	john@excelwm.com	66.7%
{first initial}{last name}	jdoe@excelwm.com	33.3%

About Excel Wealth Management

Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Employees by Department

Excel Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Excel Wealth Management has never raised funding before.

Excel Wealth Management Tech Stack

Discover the technologies and tools that power Excel Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

Excel Wealth Management is located in 2139 Silas Deane Highway, Suite 207, US.

You can reach Excel Wealth Management at +18605401123.

Excel Wealth Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Excel Wealth Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Excel Wealth Management was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Excel Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Excel Wealth Management

Michael Lucco

Chief Executive Officer

4.8

40,000 users