Insights

Recent Investments Exencial Wealth Advisors has been actively investing in various companies, such as Texas Pacific Land Corporation, Cadence Design Systems, and Nutrien. This acquisition activity indicates a focus on growth and diversification, presenting opportunities for partnership or cross-selling ventures.

Financial Stability With a revenue range of $10M - $50M, Exencial Wealth Advisors demonstrates financial stability and growth potential. This financial health makes them a promising client for products or services targeting mid-sized companies in the financial services sector.

Tech Stack Alignment Exencial's tech stack includes modern tools like React and HubSpot Analytics, signaling a commitment to leveraging technology for enhanced client services. Companies offering complementary tech solutions may find opportunities to collaborate and provide value-added services.

Focused Service Offerings Exencial's comprehensive service range covering financial planning, tax planning, and portfolio management demonstrates expertise in addressing diverse client needs. Businesses offering specialized services, such as tax compliance software or executive compensation tools, could find collaboration opportunities.

Independent & Client-Centric As an independent Registered Investment Advisor, Exencial emphasizes client loyalty and conflict-free advice. Companies aligned with these values and offering solutions to enhance client relationships or improve transparency may find potential synergies for collaboration.

Similar companies to Exencial Wealth Advisors

Exencial Wealth Advisors Tech Stack

Exencial Wealth Advisors uses 8 technology products and services including MSCI, HubSpot Analytics, Font Awesome, and more. Explore Exencial Wealth Advisors's tech stack below.

MSCI
Accounting And Finance
HubSpot Analytics
Analytics
Font Awesome
Font Scripts
React
Javascript Frameworks
Glide.js
Javascript Libraries
Autoptimize
Web Platform Extensions
Twitter
Widgets
ShareThis
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-****

. 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 January 2025, 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 January 2025, Exencial Wealth Advisors has approximately 99 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.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 MSCIHubSpot AnalyticsFont AwesomeReactGlide.jsAutoptimizeTwitterShareThis.

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.