Insights

Active Investment Strategy Exencial Wealth Advisors actively invests in diverse asset classes, including real estate, equities, and ETFs, demonstrating a strategic focus on expanding and diversifying client portfolios, which could present opportunities for tailored financial technology and data analytics solutions.

Growing Acquisition Footprint Recent acquisitions such as Weinheimer Wealth Management and Shoreline Financial Advisors indicate rapid growth and a strategic expansion approach, suggesting potential for enterprise software, integration services, and tailored financial planning tools to support scale.

High Revenue Range With revenues between 100 to 250 million dollars and a sizable team, Exencial likely values robust technology support and innovative solutions to enhance client management and operational efficiency, providing opportunities for financial tech vendors.

Technology Stack Engagement Use of advanced platforms like eMoney, Microsoft Clarity, and Django signals an openness to leveraging cutting-edge financial and web analytics technologies, creating opportunities for vendors offering financial modeling, client engagement, and digital analytics solutions.

Market Position and Independence As a large independent RIA committed to conflict-free advice and personalized service, Exencial presents opportunities for premium consulting, compliance, and customized tech solutions that reinforce their client-first approach and support sustainable growth.

Similar companies to Exencial Wealth Advisors

Exencial Wealth Advisors Tech Stack

Exencial Wealth Advisors uses 8 technology products and services including eMoney, Microsoft Clarity, Google Fonts API, and more. Explore Exencial Wealth Advisors's tech stack below.

eMoney
Accounting
Microsoft Clarity
Analytics
Google Fonts API
Font Scripts
S&P Global
Intelligence And Analytics
Goober
Javascript Libraries
Django
Web Frameworks
Apache
Web Servers
Twitter
Widgets

Media & News

Exencial Wealth Advisors's Email Address Formats

Exencial Wealth Advisors uses at least 1 format(s):

Exencial Wealth Advisors Email Formats	Example	Percentage
FLast@exencialwealth.com	JDoe@exencialwealth.com	86%
Last@exencialwealth.com	Doe@exencialwealth.com	8%
First@exencialwealth.com	John@exencialwealth.com	4%
First.Last@exencialwealth.com	John.Doe@exencialwealth.com	2%

Frequently Asked Questions

What is Exencial Wealth Advisors's phone number?

You can contact Exencial Wealth Advisors's main corporate office by phone at

+1-405-478-****

. 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 Exencial Wealth Advisors's stock symbol?

Exencial Wealth Advisors is a publicly traded company; the company's stock symbol is N/A.

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

Exencial Wealth Advisors's official website is exencialwealth.com and has social profiles on LinkedIn.

What is Exencial Wealth Advisors's SIC code NAICS code?

Exencial Wealth Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Exencial Wealth Advisors have currently?

As of December 2025, Exencial Wealth Advisors has approximately 108 employees across 3 continents, including North AmericaAsiaSouth America. Key team members include Coo, Cco, Attorney: A. B.Chief Operations Officer: C. D.Chief Marketing Officer: C. S.. Explore Exencial Wealth Advisors's employee directory with LeadIQ.

What industry does Exencial Wealth Advisors belong to?

Exencial Wealth Advisors operates in the Financial Services industry.

What technology does Exencial Wealth Advisors use?

Exencial Wealth Advisors's tech stack includes eMoneyMicrosoft ClarityGoogle Fonts APIS&P GlobalGooberDjangoApacheTwitter.

What is Exencial Wealth Advisors's email format?

Exencial Wealth Advisors's email format typically follows the pattern of FLast@exencialwealth.com. Find more Exencial Wealth Advisors email formats with LeadIQ.

When was Exencial Wealth Advisors founded?

Exencial Wealth Advisors was founded in 2003.

Exencial Wealth Advisors

Q: How many employees does Exencial Wealth Advisors have currently?

Exencial Wealth Advisors has approximately 108 employees.

Q: What technology does Exencial Wealth Advisors use?

Exencial Wealth Advisors's tech stack includes OpenSSL, Facebook Pixel, RSS, YouTube, Moment.js.

Financial ServicesOklahoma, United States51-200 Employees

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.