Insights

Technology Stack Leverage Exos utilizes a modern and comprehensive technology stack including Amazon Web Services, Salesforce, and Next.js, indicating openness to implementing innovative tech solutions. This presents opportunities for sales teams to introduce complementary financial technology tools or integrations that enhance operational efficiency.

Financial Growth Potential With annual revenues estimated between 25 and 50 million dollars and recent growth in the financial services sector, Exos exhibits strong market presence. This suggests potential for expanding product offerings or tailored financial solutions to support their growing business needs.

Market Positioning As a provider of technology-driven investment banking and asset management services, Exos operates in a competitive, niche segment of financial services, positioning it as a prime candidate for innovative financial products and strategic partnerships that can differentiate their offerings.

Employee Scale and Opportunities With a team size of 51 to 200 employees, Exos is at a scalable stage, likely seeking efficient solutions for client management, automation, and client engagement. Sales opportunities include enterprise SaaS solutions that support scaling operations and improving client experience.

Strategic Growth Focus Founded in 2018 and backed by modern technology infrastructure, Exos demonstrates a forward-looking approach, making it receptive to emerging financial technologies and strategic growth initiatives. This creates openings for innovative financial tools and consulting services tailored to their strategic objectives.

Exos Tech Stack

Exos uses 8 technology products and services including Amazon Web Services, Prismic, Salesforce, and more. Explore Exos's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Prismic
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Google Workspace
    Email
  • Next.js
    Javascript Frameworks
  • React
    Javascript Frameworks
  • Choices
    Javascript Libraries
  • Salesforce Marketing Cloud Account Engagement
    Marketing Automation

Media & News

Exos's Email Address Formats

Exos uses at least 1 format(s):
Exos Email FormatsExamplePercentage
First.Last@exosfinancial.comJohn.Doe@exosfinancial.com
100%

Frequently Asked Questions

Where is Exos's headquarters located?

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Exos's main headquarters is located at 35 West 35th Street Floor 5 New York, New York 10001 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Exos's stock symbol?

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Exos is a publicly traded company; the company's stock symbol is EXOSUSD.

What is Exos's official website and social media links?

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Exos's official website is exosfinancial.com and has social profiles on LinkedIn.

What is Exos's NAICS code?

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Exos's NAICS code is 52 - Finance and Insurance.

How many employees does Exos have currently?

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As of April 2026, Exos has approximately 70 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Cco And Head Of Distribution: M. F.Chief Financial Officer: J. K.Head Of Business Development: P. E.. Explore Exos's employee directory with LeadIQ.

What industry does Exos belong to?

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Exos operates in the Financial Services industry.

What technology does Exos use?

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Exos's tech stack includes Amazon Web ServicesPrismicSalesforceGoogle WorkspaceNext.jsReactChoicesSalesforce Marketing Cloud Account Engagement.

What is Exos's email format?

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Exos's email format typically follows the pattern of First.Last@exosfinancial.com. Find more Exos email formats with LeadIQ.

When was Exos founded?

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Exos was founded in 2018.

Exos

Financial ServicesNew York, United States51-200 Employees

Founded by Brady Dougan in 2018, Exos is a registered Broker-Dealer and Investment Advisor offering technology-driven investment banking, asset management, and alternative investment financial solutions and services.

Section iconCompany Overview

Headquarters
35 West 35th Street Floor 5 New York, New York 10001 United States
Stock Symbol
EXOSUSD
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Exos's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Exos's revenue is estimated to be in the range of $25M$50M

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