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Exencial Wealth Advisors
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Oklahoma City, Oklahoma, United States Founded 2012 11-50 employees For Profit
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning.
Exencial Wealth Advisors was acquired by Savant Wealth Management in 2026.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
3
Monthly Visits
Available in Pro Contacts
91
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 31
- Active products
- 14
- IT spend
- $2M
Company Info
- Founded
- 2012
- Employees
- 11-50
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- News articles
- 19
- HQ
- Oklahoma City, Oklahoma, United States
- Region
- Southern US
- Exit date
- Mar 31, 2026
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- -0.2
- Trend (30d)
- -0.2
- Trend (90d)
- -1.8
Acquisitions by Exencial Wealth Advisors
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Key People at Exencial Wealth Advisors
Chief Investment Officer
Investment Analyst/Portfolio Manager
Founder & Co-Chief Executive Officer
91
professional contacts at Exencial Wealth Advisors
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