Exencial Wealth Advisors Revenue

Financial Services • Oklahoma City, Oklahoma, United States • 101-200 Employees

Exencial Wealth Advisors revenue & valuation

Annual revenue	$20,000,000
Revenue per employee	$187,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$64,000,000
Total funding	No funding

Key Contact at Exencial Wealth Advisors

Caleb Stinson

Chief Marketing Officer

Mobile @exencialwealth.com

Company overview

Headquarters	9108 N. Kelley Avenue, Oklahoma City, OK (405) 478-1971, US
Phone number	+12032988523
Website	exencialwealth.com
NAICS	52
SIC	628
Founded	2003
Employees	101-200
Socials

Exencial Wealth Advisors Email Formats

Exencial Wealth Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@exencialwealth.com), used 82.7% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@exencialwealth.com	82.7%
{first name}{last name}	johndoe@exencialwealth.com	9.9%
{last name}{last name}	doedoe@exencialwealth.com	4.9%
{last name}	doe@exencialwealth.com	1.2%
{last name}{first initial}	doej@exencialwealth.com	1.2%

About Exencial Wealth Advisors

Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Exencial Wealth Advisors has 73 employees across 8 departments.

Departments

Number of employees

Funding Data

Exencial Wealth Advisors has never raised funding before.

Exencial Wealth Advisors Tech Stack

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

HubSpot Cookie Policy Banner

Cookie compliance

Cloudflare Bot Management

Security

HubSpot CMS Hub

CMS

Goober

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

Envoy

Reverse proxies

lit-html

JavaScript libraries

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

Frequently asked questions

Exencial Wealth Advisors is located in Oklahoma City, Oklahoma, US.

You can reach Exencial Wealth Advisors at +12032988523.

Exencial Wealth Advisors generates an estimated annual revenue of $20,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Exencial Wealth Advisors has an estimated valuation of $64,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Exencial Wealth Advisors was founded in 2003, making it 23 years old. The company has established itself as a significant player in its industry over this time.

Exencial Wealth Advisors has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Exencial Wealth Advisors

Caleb Stinson

Chief Marketing Officer

Mobile @exencialwealth.com

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