42
45
Growth Score 42 in past quarter
-2 pts
Heat Score 45 in past quarter
-6 pts
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
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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322604
Advisors Excel is a financial services company offering retirement income strategies and financial advisory services.
- David Franzke: Chief Marketing Officer
- David Franzke: Vice President of Marketing & Media Solutions
About the Company
Advisors Excel adheres to its core principle of doing the right thing by only working with professionals who are committed to doing what’s right for their clients, no matter what. They are the square peg to the industry’s round hole, and that’s what has helped make them one of the fastest-growing Insurance Marketing Organizations.It provides
insurance marketing services for independent advisors.
