Excelsia Investment Advisors Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 4

Employees

  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 2

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
Corporate 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 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
00000
000000000 00000

000000

orem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor in
00000 000000000 0000
Johns Creek, GA
0 As of 0000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Excelsia Investment Advisors Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
American Wealth Advisors Corporation Johns Creek, GA 0
You’re viewing 1 of 1 competitors. Get the full list »

Excelsia Investment Advisors Executive Team (3)

Name Title Board Seat
Cliff Draughn President
You’re viewing 1 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

Excelsia Investment Advisors FAQs

  • When was Excelsia Investment Advisors founded?

    Excelsia Investment Advisors was founded in 2003.

  • Where is Excelsia Investment Advisors headquartered?

    Excelsia Investment Advisors is headquartered in Savannah, GA.

  • What is the size of Excelsia Investment Advisors?

    Excelsia Investment Advisors has 4 total employees.

  • What industry is Excelsia Investment Advisors in?

    Excelsia Investment Advisors’s primary industry is Consulting Services (B2B).

  • Is Excelsia Investment Advisors a private or public company?

    Excelsia Investment Advisors is a Private company.

  • What is Excelsia Investment Advisors’s current revenue?

    The current revenue for Excelsia Investment Advisors is 000000.

  • How much funding has Excelsia Investment Advisors raised over time?

    Excelsia Investment Advisors has raised $200K.

  • Who are Excelsia Investment Advisors’s competitors?

    American Wealth Advisors is a competitor of Excelsia Investment Advisors.

  • When was Excelsia Investment Advisors acquired?

    Excelsia Investment Advisors was acquired on 03-Aug-2023.

  • Who acquired Excelsia Investment Advisors?

    Excelsia Investment Advisors was acquired by BT Wealth Management.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »