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Exeter Financial Logo
Exeter Financial CB Rank
1457177
Heat Score
59
A Wealth Management Firm of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.
Founded
obfuscation
Private Scottsdale, Arizona, United States1-10 www.exeterfinancial.com
Consulting
Financial Services
Real Estate
Overview

Exeter Financial
Heat Score
59

Growth Score
pts
in past quarter
Heat Score 59
-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 Exeter Financial

CB Rank
1457177
A Wealth Management Firm of highly specialized professionals in the areas of investing, estate and trust planning, and tax planning.
Founded
obfuscation
Private Scottsdale, Arizona, United States1-10 www.exeterfinancial.com
Consulting
Financial Services
Real Estate

Key People

Details

Operating Status Active
Company Type For Profit
Phone Number 480-588-0830
Contact Email info@exeterfinancial.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Private Wealth Management
A service that develops long-term asset allocation strategies based on clients' goals and risk tolerance, with ongoing portfolio review and adjustments.
Investment Management
Provides customized investment solutions focused on wealth preservation and sensible growth for affluent individuals, using institutional-style portfolios.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Contacts 9

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

1,067
202.27%
 in past month

IT Spend

$72.5KThis year, Exeter Financial is projected to spend $72.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Clawbacks Logo
Clawbacks
96
Retirement Savings / 401(k) Logo
Retirement Savings / 401(k)
95
Ecommerce Fraud Logo
Ecommerce Fraud
94

Actively Used Products

13Exeter Financial uses 13 technology products and services including HTML5, Lightbox, and  Microsoft Outlook, according to G2 Stack.

Active Website Tech Count

1Exeter Financial is actively using the technology Google Maps for Work for its website, according to BuiltWith.
Sub-Organizations
Frequently Asked Questions

Where is Exeter Financial's headquarters? Exeter Financial is located in Scottsdale, Arizona, United States.Who are Exeter Financial's competitors? Alternatives and possible competitors to Exeter Financial may include Cerity Partners, Cresset, and  Mariner Wealth 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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