Insights

Investment Opportunities Exencial Wealth Advisors has recently made significant investments in various companies such as Nutrien, Teleflex Inc., Fidelity MSCI Information Technology Index ETF, Prologis, Lululemon Athletica Inc., Pentair plc, and ResMed. These investments highlight potential partnership opportunities or financial services that could be offered to these companies.

Financial Strength With a revenue range of $10M - $50M, Exencial is financially stable and positioned to make strategic business decisions. This financial health signals their readiness for investments, partnerships, or services that can add value to their existing wealth management offerings.

Tech Integration Leveraging technologies like HubSpot Analytics, Microsoft Clarity, and social media platforms like LinkedIn and Facebook, Exencial demonstrates a commitment to modern tools. This opens up opportunities for technology providers or solutions that can further enhance their client services or operational efficiency.

Market Expansion Operating in the financial services industry with a focus on wealth management, Exencial's recent investments reveal an interest in expanding its market presence and portfolio. Identifying synergistic opportunities in new markets or services tailored to specific industries can be beneficial for growth.

Competitive Landscape In a landscape with similar companies like Decisions, Baker Tilly, Profit Stars, and Eagle Hill Consulting, Exencial's unique positioning as an independent wealth management firm differentiates them in the competitive market. Exploring partnerships or services that set them apart from competitors can drive sales growth.

Similar companies to Exencial Wealth Advisors

Exencial Wealth Advisors Tech Stack

Exencial Wealth Advisors uses 8 technology products and services including HubSpot Analytics, Microsoft Clarity, Ionicons, and more. Explore Exencial Wealth Advisors's tech stack below.

HubSpot Analytics
Analytics
Microsoft Clarity
Analytics
Ionicons
Font Scripts
jQuery Sparklines
Javascript Graphics
Moment.js
Javascript Libraries
Autoptimize
Web Platform Extensions
Linkedin
Widgets
Facebook
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	87%
Last@exencialwealth.com	Doe@exencialwealth.com	6%
First@exencialwealth.com	John@exencialwealth.com	5%
First.Last@exencialwealth.com	John.Doe@exencialwealth.com	2%

Frequently Asked Questions

Where is Exencial Wealth Advisors's headquarters located?

Exencial Wealth Advisors's main headquarters is located at 9108 N. Kelley Avenue Oklahoma City, OK (405) 478-1971 US. The company has employees across 2 continents, including North AmericaSouth America.

What is Exencial Wealth Advisors's phone number?

You can contact Exencial Wealth Advisors's main corporate office by phone at +1-405-478-1971. 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.

How much revenue does Exencial Wealth Advisors generate?

As of August 2024, Exencial Wealth Advisors's annual revenue reached $35M.

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 August 2024, Exencial Wealth Advisors has approximately 93 employees across 2 continents, including North AmericaSouth America. Key team members include Chief Operations Officer | Chief Compliance Officer: C. D.Chief Investment Officer: T. C.Chief Investment Officer: T. C.. 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 HubSpot AnalyticsMicrosoft ClarityIoniconsjQuery SparklinesMoment.jsAutoptimizeLinkedinFacebook.

What is Exencial Wealth Advisors's email format?

Exencial Wealth Advisors's email format typically follows the pattern of . 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

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.