Wealth Excel Revenue

Financial Services • Brea, California, United States • 1-10 Employees

Wealth Excel revenue & valuation

Annual revenue	$342,220
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,100,000
Total funding	No funding

Key Contact at Wealth Excel

Angelina Tassone

Director Of Business Relationships

Company overview

Headquarters	3230 E Imperial Hwy, Suite 300, Brea, California 92821, US
Phone number	+12133028000
Website	wealth-excel.com
NAICS	52
Keywords	Financial Advisors, Wealth Management, Retirement Planning, Advisory Services, Financial Planning, Exit Strategies, Charitable Giving, Wealth Creation, Portfolio Diversification, Small Business Owners, Tax Saving Strategies, Investment Products, Retirement Savings, Custom-Built Investment Portfolio, Pre-Tax Wealth Creation, Precision Retirement Planning, Charitable Gift Financing
Founded	2020
Employees	1-10
Socials

Wealth Excel Email Formats

Wealth Excel uses 3 email formats. The most common is {first initial} (e.g., j@wealth-excel.com), used 50% of the time.

Format	Example	Percentage
{first initial}	j@wealth-excel.com	75%
{2char}	{2char}@wealth-excel.com	25%

About Wealth Excel

Wealth Excel LLC is a specialized financial consulting firm based in Orange County, California, serving high-income professionals and profitable small business owners nationwide. With over 30 years of combined experience, our team helps clients amplify charitable giving, reduce tax liabilities, and grow long-term wealth through customized, compliance-driven strategies. We specialize in charitable gift financing, custom-designed retirement plans, and structured tax-efficient investments. Our end-to-end services include designing, underwriting, and administrating charitable loan programs and advanced pension plans. Whether focused on maximizing giving or pre-tax contributions, Wealth Excel delivers technical expertise and personalized support to transform success into sustainable wealth and philanthropic impact. Wealth Excel LLC www.wealth-excel.com

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Wealth Excel has never raised funding before.

Wealth Excel Tech Stack

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

SiteGround

Hosting

Site Kit

Analytics

Swiper

JavaScript libraries

Google Maps

Maps

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Google Workspace

Frequently asked questions

Wealth Excel is located in Brea, California, US.

You can reach Wealth Excel at +12133028000.

Wealth Excel generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.

Wealth Excel has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth Excel was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealth Excel

Angelina Tassone

Director Of Business Relationships

4.8

40,000 users