About Excelsior Investors
Excelsior Investors is a company based in Excelsior (United States) founded in 2015. It operates as a B2C. Excelsior Investors offers products and services including Financial Advisory and Wealth Stewardship. Excelsior Investors operates in a competitive market with competitors including MetLife, Pacific Life, Voya Financial, Jackson and Horace Mann, among others.
- Headquarter Excelsior, United States
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Financial ServicesBusiness Services
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Products & Services of Excelsior Investors
Excelsior Investors offers a comprehensive portfolio of products and services, including Financial Advisory and Wealth Stewardship. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Services for simplifying family finances and long-term wealth oversight
Guidance on prudent strategies for consistent financial growth
Funding Insights of Excelsior Investors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Excelsior Investors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Excelsior Investors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Excelsior Investors Comparisons
Competitors of Excelsior Investors
Excelsior Investors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MetLife, Pacific Life, Voya Financial, Jackson and Horace Mann, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Internet-based life, health, auto, home, and pet insurance is offered.
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Insurance company
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Provider of pension fund for the employees based out of the US
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Retirement-focused investment management services are provided by the firm.
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Insurance and retirement products are offered to educators nationwide.
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Global life and health reinsurance services are provided worldwide.
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Excelsior Investors
When was Excelsior Investors founded?
Excelsior Investors was founded in 2015.
Where is Excelsior Investors located?
Excelsior Investors is headquartered in Excelsior, United States. It is registered at Excelsior, Minnesota, United States.
What does Excelsior Investors do?
Excelsior Investors provides financial advisory services to help families simplify their finances and manage wealth over the long term. They emphasize prudent strategies inspired by figures like Charlie Munger, focusing on consistency rather than complexity. Based in Excelsior, Minnesota, they serve individual family clients seeking reliable guidance on investments and stewardship.
Who are the top competitors of Excelsior Investors?
Excelsior Investors's top competitors include Pacific Life, MetLife and Jackson.
What products or services does Excelsior Investors offer?
Excelsior Investors offers Financial Advisory and Wealth Stewardship.