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Excel Financial Logo
Excel Financial CB Rank
1499969
Heat Score
60
Excel Financial is a financial services company that provides independent fee-only investment advice.
Founded
obfuscation
Private Hastings, Minnesota, United States1-10 excelfinllc.com/
Finance
Financial Services
Information Technology
Overview

Excel Financial
Heat Score
60

Growth Score
pts
in past quarter
Heat Score 60
-6 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Excel Financial

CB Rank
1499969
Excel Financial is a financial services company that provides independent fee-only investment advice.
Founded
obfuscation
Private Hastings, Minnesota, United States1-10 excelfinllc.com/
Finance
Financial Services
Information Technology

Details

Operating Status Active
Company Type For Profit
Phone Number (888) 688-6441
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Independent Fee-Only Investment Advisory Services
Provides personalized investment advice without commissions or product sales, focusing solely on client interests.
Financial Planning and Wealth Management
Develops comprehensive financial plans and manages wealth to align with clients' long-term goals and risk tolerance.

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  • Full access to financial & funding data on unlimited profiles
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  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 14
News
Technology
View Tech Report

IT Spend

$504.8KThis year, Excel Financial is projected to spend $504.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Internet Service Logo
Internet Service
67

Active Website Tech Count

22Excel Financial is actively using 22 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Excel Financial's headquarters? Excel Financial is located in Hastings, Minnesota, United States.Who are Excel Financial's competitors? Alternatives and possible competitors to Excel Financial may include Facet, EP Wealth Advisors, and  Wealthspire Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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