Advisors Excel
We help financial advisors find more freedom, more growth & more fun. An Unrivaled Partner: Your IMO+.
768 employees · est. 2005 · Topeka, United States
Pinnacle MEP
A Partner You Can Trust Supporting Your Business, Your Team, and Your Relationships from the Ground Up
12 employees · est. 2019 · United States
Advisors Excel is the older company (2005 vs 2019); Advisors Excel is the larger of the two.
Side-by-Side Comparison
| Metric | Advisors Excel | Pinnacle MEP |
|---|---|---|
| Founded | ||
| Founded | 2005 older | 2019 |
| Headquarters | ||
| Headquarters | Topeka, United States | United States |
| Employees | ||
| Employees | 768 larger | 12 |
| Industry | ||
| Industry | Financial Services, Marketing | Construction |
| Funding Stage | ||
| Funding Stage | Private Equity | Private Equity |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | 1 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Independent Financial Advisors, Holistic Approach, Dynamic Practices, Integrity, Innovation, Independence, Financial Strategies, Empowerment, Community Building, Community Impact, Insurance Marketing, Sales Techniques, Fixed Indexed Annuities, Lead Generation, Business Processing | MEP Services, HVACR, Electrical Services, Plumbing Services, Mechanical Services, Business Partnerships, Investment, Financial Resources, Community-oriented, Local Business Support |
| Website | ||
| Website | advisorsexcel.com | pinnacle-mep.com |
About Advisors Excel
Advisors Excel is a financial services and marketing startup that prides itself on being the driving force behind independent financial advisors' dreams. Since its inception around a kitchen table in 2005, the company has focused on integrity, innovation, and independence. It has redefined the role...
About Pinnacle MEP
Pinnacle MEP is a construction startup based in the United States, founded in 2019. The company offers support for HVACR, electrical, and plumbing businesses, aiming to accelerate their growth without compromising their uniqueness. Pinnacle MEP is specifically interested in businesses that are integ...
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