About Exencial Wealth
Exencial Wealth is a company founded in 2012. It operates as a B2B and B2C. Exencial Wealth has completed 3 acquisitions, including Netting & Pace, Ria Money and Willingdon Wealth Management. Exencial Wealth offers products and services including Investment Management, Financial Planning, Estate Planning, and Tax Planning. Exencial Wealth operates in a competitive market with competitors including Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Exencial Wealth Advisors
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Investments & Acquisitions
Netting & Pace
& 2 more
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Products & Services of Exencial Wealth
Exencial Wealth offers a comprehensive portfolio of products and services, including Investment Management, Financial Planning, Estate Planning, and Tax Planning.
Customized portfolios tailored to clients' life stages and needs.
Crafts retirement and tax projections with expert CPAs and CFPs.
Drafts and interprets documents to align with clients' intentions.
Coordinates tax projections and filings with other financial aspects.
People of Exencial Wealth
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Funding Insights of Exencial Wealth
Detailed funding history for Exencial Wealth
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Investments & Acquisitions by Exencial Wealth
Exencial Wealth has strategically engaged in corporate development activities, having acquired 3 companies. Notable acquisitions include Netting & Pace, Ria Money and Willingdon Wealth Management.
Investment portfolio details for Exencial Wealth
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Investment and wealth management services are provided to clients.
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Limited information available
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Cross-border money transfers are enabled via a user registration platform.
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Locked | Locked | 1987 | Locked |
Complete acquisition details for Exencial Wealth
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Financial Statements - Exencial Wealth
Detailed financials for Exencial Wealth
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Exencial Wealth Comparisons
Peer comparison for Exencial Wealth
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Competitors of Exencial Wealth
Exencial Wealth 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 Fidelity Investments, Nordea, Generali, BNP Paribas and Investec, among others.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Nordea is recognized as a leading Nordic universal bank.
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Diversified insurance and asset management services are offered globally.
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Banking & financial service provider
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Detailed competitors of Exencial Wealth
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Latest news on Exencial Wealth
Complete news archive for Exencial Wealth
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Frequently Asked Questions about Exencial Wealth
Exencial Wealth was founded in 2012.
Exencial Wealth Advisors delivers comprehensive financial advice, including customized portfolios, tax projections, and estate planning. They coordinate investment management with planning and accounting to improve client outcomes. Based in multiple US locations, they serve business owners, executives, and individuals through an integrated process of evaluating, executing, and evolving financial strategies. Their team includes CPAs and CFPs for personalized services.
Exencial Wealth's top competitors include Fidelity Investments, Investec and Aviva.
Exencial Wealth offers Investment Management, Financial Planning, Estate Planning, and Tax Planning.
Exencial Wealth has made 3 acquisitions, including Netting & Pace, Ria Money, and Willingdon Wealth Management.