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

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
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Excelsia Investment Advisors Valuation & Funding

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

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Excelsia Investment Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment advisory services. The company provides advisory services on wealth management, business advisory
Consulting Services (B2B)
Savannah, GA
4 As of 2015
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Atlanta, GA
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Excelsia 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 000000000 -
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Excelsia Investment Advisors Executive Team (3)

Name Title Board Seat Contact Info
Cliff Draughn President
Jennifer Clary Vice President of Client Services
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 %ile
-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

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