Excelsia Investment Advisors Overview

  • Founded

  • 2003

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 4

Employees
  • Latest Deal Type

  • M&A

  • Financing Rounds

  • 1

Excelsia Investment Advisors General Information

Description

Provider of investment advisory services. The company provides advisory services on wealth management, business advisory, investment services serving the high net worth individuals, retirees and business owners.

Contact Information

Website
www.excelsia.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Acquirer
BT Wealth Management
Primary Office
  • 24 Drayton Street
  • Suite 501
  • Savannah, GA
  • United States
+1 (912) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Excelsia Investment Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Excelsia Investment Advisors‘s full profile, request access.

Request a free trial

Excelsia Investment Advisors Executive Team (3)

Name Title Board Seat Contact Info
Cliff Draughn President
Jennifer Clary Vice President
You’re viewing 2 of 3 executive team members. Get the full list »

Excelsia Investment Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial