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Recent Investments Exencial Wealth Advisors has been actively investing in various assets, such as Prologis, Nutrien, Teleflex Inc., Fidelity MSCI Information Technology Index ETF, Lululemon Athletica Inc., and Pentair PLC. These investments demonstrate a willingness to explore new opportunities and suggest potential areas for partnership or collaboration.

Financial Health With a revenue ranging between $10M - $50M, Exencial Wealth Advisors showcases financial stability and growth potential. This indicates a strong position to engage in high-value deals and partnerships with other companies in the same revenue bracket.

Tech-savvy Approach Utilizing a tech stack that includes HubSpot Analytics, Microsoft Clarity, and other tools, Exencial shows a commitment to leveraging technology for business insights and client engagement. This tech-savvy approach could resonate with tech-oriented clients seeking innovative financial services solutions.

Competitive Position Among similar companies like Decisions, Profit Stars, and Eagle Hill Consulting, Exencial Wealth Advisors stands out with a niche focus on independent wealth management. This distinct positioning could be leveraged to target clients looking for personalized financial services tailored to their specific needs.

Strategic Growth Exencial's recent acquisitions and investments indicate a strategic focus on growth and expansion within the financial services sector. This strategic direction presents opportunities for business development professionals to explore potential partnership or acquisition discussions that align with Exencial's growth trajectory.

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	86%
Last@exencialwealth.com	Doe@exencialwealth.com	7%
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-****

. 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 Compliance Officer: L. M. W.Cfo And Tax Director: D. N.. 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

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.

Company Overview

Headquarters: 9108 N. Kelley Avenue Oklahoma City, OK (405) 478-1971 US
Phone number: ✕
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+1-405-478-****
Website: exencialwealth.com
SIC Code: 6282 - Investment Advice
Stock Symbol: N/A
NAICS Code: 52 - Finance and Insurance
Founded: 2003
Employees: 51-200

Media & News

Funding & Financials

$10M$50M
Exencial Wealth Advisors's revenue is in the range of $10M$50M

Funding & Financials

$10M$50M
Exencial Wealth Advisors's revenue is in the range of $10M$50M

Company Leadership

C. D.
Chief Operations Officer | Chief Compliance Officer
✕
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L. M. W.
Chief Compliance Officer
✕
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D. N.
Cfo And Tax Director
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C. W.
Partner & Director Of Business Development
✕
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D. T.
Partner/ Senior Wealth Advisor
✕
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Employee Directory

K. C.
Partner - Senior Wealth Advisor
✕
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Work email
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Mobile Phone
✕
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Work email
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Email
L. M. W.
Chief Compliance Officer
✕
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Work email
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Mobile Phone
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Work email
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Email
M. S.
Partner And Senior Wealth Advisor
✕
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Work email
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Mobile Phone
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Work email
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Email
P. R.
Partner
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Mobile Phone
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Email
C. S.
Director Of Operations
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Mobile Phone
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