We help the best financial advisors in the country get even better. We say it a lot, but what does that mean? From case design, product analysis and operational support to award-winning creative services, proven business and sales processes, seminar strategies and time-saving technology, Advisors Excel has the solutions advisors need to take their businesses to the next level.
Location: United States, Kansas, Topeka
Employees: 501-1000
Phone: +1 866-363-9595
Total raised: $1M
Founded date: 2005
Investors 1
| Date | Name | Website |
| - | Century Eq... | cepfunds.c... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 23.06.2021 | - | $1M | - |
Mentions in press and media 5
| Date | Title | Description |
| 19.03.2024 | 1980s Pop Icon Tiffany Performs at Kansas Mall, Shining a Light on Dynamic Mall Redevelopment Project | 1980s pop icon Tiffany will perform at West Ridge Mall in Topeka to raise awareness for a catalytic mall redevelopment project led by Topeka-based Advisors Excel. Photo courtesy of Advisors Excel. Advisors Excel and development partner Russ... |
| 01.11.2021 | All-female financial planning team takes second place in national competition | TOPEKA, Kansas, Nov. 1, 2021 /PRNewswire/ -- Megan Klug, Britta Beesley and Ana Sanko, seniors in Kansas State University's Personal Financial Planning program, recently received second place in the national Financial Planning Competition h... |
| 23.06.2021 | Advisors Excel Event Raises Nearly $1M for Folds of Honor | |
| 12.01.2021 | 15 Ways To Stay Focused On Growing A Business During Tough Times | Building a business isn’t easy even in the best of circumstances, and difficult life events add to that stress. Professional roadblocks, personal difficulties and external circumstances, such as the current pandemic and social climate, can ... |
| - | A relocation-incentive program will pay you up to $15,000 to move to Topeka, Kansas. 4 professionals who took the offer share why they have no regrets. | Topeka, Kansas. Getty Images/Chris Boswell This story is available exclusively to Insider subscribers. Become an Insider and start reading now. Choose Topeka is a program that pays remote workers up to $15,000 to move to Kansas for a year. ... |