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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Website
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- Legal Name Exencial Wealth Advisors
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Annual Revenue
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Investments & Acquisitions
Netting & Pace
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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. 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.
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.
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Funding Insights of Exencial Wealth
| 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 |
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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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Investment and wealth management services are provided to clients.
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2003 | ||||
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Limited information available
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2000 | ||||
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Cross-border money transfers are enabled via a user registration platform.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Exencial Wealth
| 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 |
Exencial Wealth Comparisons
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. 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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| domain | founded_year | HQ Location |
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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| domain | founded_year | HQ Location |
Banking & financial service provider
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Exencial Wealth
Frequently Asked Questions about Exencial Wealth
When was Exencial Wealth founded?
Exencial Wealth was founded in 2012.
What does Exencial Wealth do?
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.
Who are the top competitors of Exencial Wealth?
Exencial Wealth's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Exencial Wealth offer?
Exencial Wealth offers Investment Management, Financial Planning, Estate Planning, and Tax Planning.
How many acquisitions has Exencial Wealth made?
Exencial Wealth has made 3 acquisitions, including Netting & Pace, Ria Money, and Willingdon Wealth Management.
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