Excelsior Wealth Partners Revenue

Financial Services • Syracuse, New York, United States • 11-20 Employees

Excelsior Wealth Partners revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contact at Excelsior Wealth Partners

Matt Dauksza

Ceo

Company overview

Headquarters	225 Wilkinson St., Syracuse, NY 13204, US
Phone number	+13153031668
Website	excelsiorwp.com
NAICS	52
Keywords	Medicare, Financial Planning, Investment Management, Retirement Strategies, Managed Money
Founded	2017
Employees	11-20
Socials

Excelsior Wealth Partners Email Formats

Excelsior Wealth Partners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@excelsiorwp.com), used 72.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@excelsiorwp.com	72.7%
{last name}{last name}	doedoe@excelsiorwp.com	18.2%
{second initial}{last name}	odoe@excelsiorwp.com	9.1%

About Excelsior Wealth Partners

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead. We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Entry

Partner

Employees by Department

Excelsior Wealth Partners has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Excelsior Wealth Partners has never raised funding before.

Excelsior Wealth Partners Tech Stack

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

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Simpli.fi

Advertising

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Frequently asked questions

Excelsior Wealth Partners is located in Syracuse, New York, US.

You can reach Excelsior Wealth Partners at +13153031668.

Excelsior Wealth Partners generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Excelsior Wealth Partners has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Excelsior Wealth Partners was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Excelsior Wealth Partners has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Excelsior Wealth Partners

Matt Dauksza

Ceo

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