About Advisors Excel
Advisors Excel is a company based in Topeka (United States) founded in 2005 by David Callanan, Cody Foster, and Derek Thompson. Financial service marketing company. Its website advisorsexcel.com draws about 65 thousand monthly visits. Advisors Excel offers products and services including Business Coaching and Marketing and Events. Its legal entity is Advisors Excel, LLC.
Company details
Advisors Excel was founded in 2005 and is headquartered in Topeka, United States. Operations are centered in the financial services sector, where marketing support is provided to independent advisors for expanding life insurance and annuity businesses. Key services encompass annuities distribution, event coordination, reward programs, brand development, and operational ideas. The company facilitates these through its platform to enhance advisor productivity.
- Headquarters Topeka, United States
- Founders David Callanan, Cody Foster, Derek Thompson
- Website category Finance · Insurance
- Phone•••• ••••
- Website advisorsexcel.com
- Social LinkedIn Facebook Instagram YouTube
- Legal Name Advisors Excel, Llc
- InvestorsCentury Equity Partners
& 1 more
Products & Services of Advisors Excel
Advisors Excel offers a comprehensive portfolio of products and services, including Business Coaching and Marketing and Events.
Coaching services are delivered to financial advisors for leadership and operational improvements.
Marketing tools and events are offered to facilitate networking and business expansion for advisors.
Apps and channels of Advisors Excel
its YouTube channel Advisors Excel has 168 subscribers.
Funding Insights of Advisors Excel
- Total Rounds 3
- Investors Count 2
All 3 funding rounds of Advisors Excel with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2015 | Debt – Conventional | – | – | – | |
| Jun 2011 | Series A | – | – | ||
| Jun 2011 | Series A | – | – |
2 investors in total: 2 institutional.
Investors in Advisors Excel
Advisors Excel has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Century Equity Partners and PWP Growth Equity.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
PE firm investing in the US | cepfunds.com | Boston, United States | ||
Buyouts are targeted by PWP Growth Equity in private equity. | pwpgrowthequity.com |
Investor details for Advisors Excel
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Advisors Excel
3 people are tracked at Advisors Excel (3 in leadership).
| Name | Role | Group |
|---|---|---|
David Callanan | Co-Founder | Leadership |
Cody Foster | Co-Founder | Leadership |
Derek Thompson | Co-Founder | Leadership |
Complete people profiles for Advisors Excel
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Advisors Excel
3 dated milestones of Advisors Excel across 10 years, from founding to its latest funding, stage changes and deals.
- Founded Advisors Excel is founded.
- Funding First funding round.
- Funding Latest funding round, Debt – Conventional,.
Web traffic of Advisors Excel
The website of Advisors Excel (advisorsexcel.com) receives about 64.7K visits a month and ranks #501,395 among all websites worldwide, #2,507 in Insurance.
- Monthly visits64.7K
▲ 23.8% vs previous month
- Unique visitors7K
per month
- Global rank#501,395
among all websites
- Category rank#2,507
Finance · Insurance
- Bounce rate36%
- Pages per visit6.0
- Average visit8 min 52 sec
- DevicesDesktop 88% · Mobile 12%
Websites whose visitors overlap most with Advisors Excel. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
figmarketing.com | figmarketing.com | 100% | #454,640 | – | |
lifehealthpro.com | lifehealthpro.com | 83% | – | ||
| insurmark.net | 78% | 5.4K | #3,265,548 | View details | |
| creativeone.com | 76% | 16.9K | #1,907,897 | View details | |
| seniormarketsales.com | 74% | 18K | #1,276,157 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 34 similar websites and full traffic analytics for Advisors Excel
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 34 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
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Frequently Asked Questions about Advisors Excel
Advisors Excel was founded in 2005 and raised its 1st funding round 6 years after it was founded.
Advisors Excel is headquartered in Topeka, United States. It is registered at Topeka, Kansas, United States.
Advisors Excel was founded in 2005 and is headquartered in Topeka, United States. Operations are centered in the financial services sector, where marketing support is provided to independent advisors for expanding life insurance and annuity businesses. Key services encompass annuities distribution, event coordination, reward programs, brand development, and operational ideas. The company facilitates these through its platform to enhance advisor productivity.
Advisors Excel offers Business Coaching and Marketing and Events.
Advisors Excel has 2 investors. Key investors include Century Equity Partners, and PWP Growth Equity.
Advisors Excel operates through Advisors Excel, Llc.