United States · Investor

Exencial Wealth Advisors

No observed cheques. Organisations of this type rarely announce deals, so this says nothing about their activity.

Family officeUnknown

Series AConcierge ServicesDebt ManagementEquity/Mutual Funds

Cheques on record

No rounds observed yetA limit of the sources we read, not a finding about the firm.

Pitch Exencial Wealth Advisors

What they do

Type
Family office (from a list, unverified)
Cheque size
Not stated
Stages
Series A
Sectors
Concierge ServicesDebt ManagementEquity/Mutual Funds
Based in
Oklahoma City, United States
Cold pitches
Not stated

The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.

The team

We hold 1 person at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

Quick answers about Exencial Wealth Advisors

What does Exencial Wealth Advisors invest in?

Exencial Wealth Advisors says it invests in Concierge Services, Debt Management and Equity/Mutual Funds.

Is Exencial Wealth Advisors investing now?

No investments in the last 12 months.

What kind of investor is Exencial Wealth Advisors?

Exencial Wealth Advisors is a family office based in Oklahoma City, United States.

When was Exencial Wealth Advisors founded?

Exencial Wealth Advisors was founded in 2012.

Where does this information on Exencial Wealth Advisors come from?

From public registers and its own website, checked and rebuilt every night.

Raising now?

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it