Excel Wealth Revenue

Financial Services • Gympie, Queensland, Australia • 1-10 Employees

Excel Wealth revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Key Contact at Excel Wealth

Sarah Holroyd

Director | Financial Planner | Accredited Mortgage Broker

Company overview

Headquarters	7 Channon St, Gympie, Queensland 4570, AU
Phone number	+6152611592119
Website	excelwealth.com.au
NAICS	52
SIC	874
Keywords	Personal Insurance, Small Business Support, Asset Management, Estate Planning, Financial Planning Services, Mortgage Broking, Superannuation & Retirement Planning
Founded	2016
Employees	1-10

Excel Wealth Email Formats

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

Format	Example	Percentage
{first name}	john@excelwealth.com.au	66.7%
{first initial}	j@excelwealth.com.au	33.3%

About Excel Wealth

Located in Gympie and the Sunshine Coast, our team offer a range of financial planning services including mortgages, superannuation and retirement planning, personal insurance, estate planning, asset management and small business support. We are a proud locally owned company that employs professionals who are passionate about achieving great results for their clients.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

Director

Employees by Department

Excel Wealth has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Excel Wealth has never raised funding before.

Excel Wealth Tech Stack

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

ElementsKit

WordPress plugins

Site Kit

Analytics

Swiper

JavaScript libraries

Hello Elementor

WordPress themes

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

LiteSpeed

Web servers

HTTP/3

Miscellaneous

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

Excel Wealth is located in Gympie, Queensland, AU.

You can reach Excel Wealth at +6152611592119.

Excel Wealth generates an estimated annual revenue of $769,995. This revenue figure reflects the company's market position and business performance in its industry.

Excel Wealth has an estimated valuation of $2,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Excel Wealth was founded in 2016, making it 10 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Excel Wealth

Sarah Holroyd

Director | Financial Planner | Accredited Mortgage Broker

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