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Insights

Recent Acquisitions Advisors Excel has been actively acquiring assets, such as the West Ridge Mall, indicating their expansion and potential need for financial services and support.

Key Personnel Hires The recent appointment of Tony Compton as President of Annuity Marketing and Michael McCarty as Chief Underwriting Officer suggests growth in specific product lines, offering opportunities for collaboration or tailored services.

Partnerships and Collaborations Advisors Excel's partnerships with companies like Catchlight Insights LLC and Schwerdt Design highlight their focus on innovation and growth, presenting avenues for solution-based sales.

Community Engagement Their involvement with Topeka Public Schools and support of nonprofits showcases a commitment to community, indicating a potential interest in corporate social responsibility-aligned services or projects.

Financial Backing Having raised $6.3 million for nonprofits, Advisors Excel's financial stability and philanthropic values could lead to opportunities in providing financial planning services or investment strategies aligned with social impact goals.

Similar companies to Advisors Excel

Advisors Excel Tech Stack

Advisors Excel uses 8 technology products and services including Facebook Pixel, Typekit, Modernizr, and more. Explore Advisors Excel's tech stack below.

  • Facebook Pixel
    Analytics
  • Typekit
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • ZURB Foundation
    UI Frameworks

Media & News

Advisors Excel's Email Address Formats

Advisors Excel uses at least 1 format(s):
Advisors Excel Email FormatsExamplePercentage
First.Last@advisorsexcel.comJohn.Doe@advisorsexcel.com
96%
First@advisorsexcel.comJohn@advisorsexcel.com
3%
Fir.Last@advisorsexcel.comJoh.Doe@advisorsexcel.com
1%

Frequently Asked Questions

Where is Advisors Excel's headquarters located?

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Advisors Excel's main headquarters is located at 2950 SW McClure Road Topeka, KS 66614 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Advisors Excel's phone number?

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You can contact Advisors Excel's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Advisors Excel's official website and social media links?

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Advisors Excel's official website is advisorsexcel.com and has social profiles on LinkedIn.

How much revenue does Advisors Excel generate?

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As of August 2024, Advisors Excel's annual revenue reached $750M.

What is Advisors Excel's SIC code NAICS code?

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Advisors Excel's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Advisors Excel have currently?

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As of August 2024, Advisors Excel has approximately 749 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Of Staff To Ceo: G. B.Chief Strategy Officer (cso): M. N.Chief Marketing Officer: J. B.. Explore Advisors Excel's employee directory with LeadIQ.

What industry does Advisors Excel belong to?

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Advisors Excel operates in the Financial Services industry.

What technology does Advisors Excel use?

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Advisors Excel's tech stack includes Facebook PixelTypekitModernizrjQuery MigratePHPYoast SEOGoogle Tag ManagerZURB Foundation.

What is Advisors Excel's email format?

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Advisors Excel's email format typically follows the pattern of . Find more Advisors Excel email formats with LeadIQ.

When was Advisors Excel founded?

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Advisors Excel was founded in 2005.
Advisors Excel

Advisors Excel

Financial ServicesKansas, United States501-1000 Employees

Advisors Excel helps transform independent financial advisors from good advisors into great business owners so they can enjoy more freedom, growth and fun. An Unrivaled Partner, we’re your IMO+. 

Since our founding around a kitchen table in 2005, we’ve reimagined the Independent Marketing Organization’s role in our industry, providing comprehensive support and services and an unparalleled peer network. We help the country’s most elite financial professionals help their clients have amazing retirements and create financial legacies. 

Big on Purpose:
At Advisors Excel, we’re big on purpose, and that’s a good thing. Why? Because our size allows us to make a significant impact for our advisors, our employees and our community. We offer unparalleled assistance that smaller organizations simply can't match. 

This level of support ensures your needs are met promptly and thoroughly, allowing you to focus on what you do best — serving your clients. We're big enough to make an impact and support your growth, yet small enough to offer personalized support and celebrate every victory with you.

Holistic Partnership:
Whether you need a business coach, marketing agency, IT support, operational assistance, case design, product support, or compliance officers, AE provides comprehensive solutions designed to add value to your business. 

Expect More:
At Advisors Excel, we're not just an IMO. We’re an Unrivaled Partner and home to a community of growth-minded advisors.

Join us. Experience the difference of an IMO+ and see how we can help you grow, thrive and succeed.

Section iconCompany Overview

Headquarters
2950 SW McClure Road Topeka, KS 66614 US
Phone number
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
2005
Employees
501-1000

Section iconFunding & Financials

  • $100M$1B

    Advisors Excel's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Advisors Excel's revenue is in the range of $100M$1B

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