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Gathering insights about Excel Wealth Management, LLC

Excel Wealth Management, LLC Tech Stack

Excel Wealth Management, LLC uses 8 technology products and services including Hotjar, Open Graph, Awesomplete, and more. Explore Excel Wealth Management, LLC's tech stack below.

  • Hotjar
    Analytics
  • Open Graph
    Content Management System
  • Awesomplete
    Javascript Libraries
  • FancyBox
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • AddThis
    Widgets

Media & News

Excel Wealth Management, LLC's Email Address Formats

Excel Wealth Management, LLC uses at least 1 format(s):
Excel Wealth Management, LLC Email FormatsExamplePercentage
FLast@excelwm.comJDoe@excelwm.com
75%
First@excelwm.comJohn@excelwm.com
13%
FirstL@excelwm.comJohnD@excelwm.com
12%

Frequently Asked Questions

Where is Excel Wealth Management, LLC's headquarters located?

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Excel Wealth Management, LLC's main headquarters is located at 2139 Silas Deane Highway Suite 207 Rocky Hill, Connecticut 06067 United States. The company has employees across 2 continents, including North AmericaAfrica.

What is Excel Wealth Management, LLC's phone number?

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You can contact Excel Wealth Management, LLC'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 Excel Wealth Management, LLC's official website and social media links?

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Excel Wealth Management, LLC's official website is excelwm.com and has social profiles on LinkedIn.

What is Excel Wealth Management, LLC's SIC code NAICS code?

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Excel Wealth Management, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Excel Wealth Management, LLC have currently?

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As of May 2026, Excel Wealth Management, LLC has approximately 8 employees across 2 continents, including North AmericaAfrica. Key team members include Chief Operating Officer: J. R. A.President/Chief Investment Officer: E. B.Financial Consultant: P. H.. Explore Excel Wealth Management, LLC's employee directory with LeadIQ.

What industry does Excel Wealth Management, LLC belong to?

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Excel Wealth Management, LLC operates in the Financial Services industry.

What technology does Excel Wealth Management, LLC use?

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Excel Wealth Management, LLC's tech stack includes HotjarOpen GraphAwesompleteFancyBoxCloudflare Bot ManagementBootstrapGoogle AnalyticsAddThis.

What is Excel Wealth Management, LLC's email format?

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Excel Wealth Management, LLC's email format typically follows the pattern of FLast@excelwm.com. Find more Excel Wealth Management, LLC email formats with LeadIQ.

When was Excel Wealth Management, LLC founded?

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Excel Wealth Management, LLC was founded in 2008.

Excel Wealth Management, LLC

Financial ServicesConnecticut, United States2-10 Employees

Excel Wealth Management is a comprehensive registered investment advisory firm, committed to helping our clients improve their longterm financial independence. Our customized programs are designed to grow, preserve, and conserve our clients’ wealth by delivering an unprecedented level of personalized service and expertise.

Section iconCompany Overview

Headquarters
2139 Silas Deane Highway Suite 207 Rocky Hill, Connecticut 06067 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Excel Wealth Management, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Excel Wealth Management, LLC's revenue is estimated to be in the range of $10M$25M

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