Partners & Customers
1About Exencial Wealth Advisors
Exencial Wealth Advisors is an independent registered investment advisory firm offering fee-only, objective financial planning, investment management, and tax planning counsel to senior corporate executives, entrepreneurs, their families, and institutions. The firm strives to be a source of enduring value to clients by providing independent, unbiased, and thoughtful recommendations based on their needs and objectives.
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Latest Exencial Wealth Advisors News
Feb 21, 2023
OKLAHOMA CITY--(BUSINESS WIRE)--Exencial Wealth Advisors Acquires Shoreline Financial Advisors
Exencial Wealth Advisors Acquisitions
4 Acquisitions
Exencial Wealth Advisors acquired 4 companies. Their latest acquisition was Shoreline on February 21, 2023.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
2/21/2023 | Acquired | 1 | ||||
6/1/2020 | ||||||
4/12/2016 | ||||||
1/30/2013 |
Date | 2/21/2023 | 6/1/2020 | 4/12/2016 | 1/30/2013 |
|---|---|---|---|---|
Investment Stage | ||||
Companies | ||||
Valuation | ||||
Total Funding | ||||
Note | Acquired | |||
Sources | 1 |
Exencial Wealth Advisors Partners & Customers
1 Partners and customers
Exencial Wealth Advisors has 1 strategic partners and customers. Exencial Wealth Advisors recently partnered with First United Bank on July 7, 2021.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
7/8/2021 | Partner | United States | As part of this strategic partnership , Exencial Wealth Advisors and First United Bank are taking a technology and data enabled approach to collectively provide a broader , enhanced service offering for clients . | 1 |
Date | 7/8/2021 |
|---|---|
Type | Partner |
Business Partner | |
Country | United States |
News Snippet | As part of this strategic partnership , Exencial Wealth Advisors and First United Bank are taking a technology and data enabled approach to collectively provide a broader , enhanced service offering for clients . |
Sources | 1 |
Exencial Wealth Advisors Team
4 Team Members
Exencial Wealth Advisors has 4 team members, including current Chief Executive Officer, John Burns.
Name | Work History | Title | Status |
|---|---|---|---|
John Burns | Chief Executive Officer | Current | |
Name | John Burns | |||
|---|---|---|---|---|
Work History | ||||
Title | Chief Executive Officer | |||
Status | Current |
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