Excelsia Investment Advisors
2003
FOUNDED
M&A
STATUS
1-10
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
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.
Website
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
Excelsia Investment Advisors Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookExcelsia Investment Advisors Competitors (1)
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| 0000000 0000000 (0 | Corporation | Atlanta, GA |
Excelsia Investment Advisors Executive Team (3)
| Name | Title | Board Seat |
Contact Info |
|---|---|---|---|
| Cliff Draughn | President | ||
| Jennifer Clary | Vice President of Client Services |
1 Former Executive
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