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Excelsia Investment Advisors

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.

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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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
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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

1 Former Executive

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