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
Reset
Reset is a public benefit corporation that provides mission-driven technology for a healthier financial future.
7 employees · est. 2022
Advisors Excel is the older company (2005 vs 2022); Advisors Excel is the larger of the two.
Side-by-Side Comparison
| Metric | Advisors Excel | Reset |
|---|---|---|
| Founded | ||
| Founded | 2005 older | 2022 |
| Headquarters | ||
| Headquarters | Topeka, United States | Not tracked yet |
| Employees | ||
| Employees | 768 larger | 7 |
| Industry | ||
| Industry | Financial Services, Marketing | Financial Services, Fintech, Wealth Management |
| Funding Stage | ||
| Funding Stage | Private Equity | Pre Seed |
| Total Funding | ||
| Total Funding | Not tracked yet | $2.30M |
| 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 | Public Benefit Corporation, Mission-driven Technology, Financial Wellness, Earned-Wage Access Platform, Employee Retention, Technology, Startup, Investment, Financial Future |
| Website | ||
| Website | advisorsexcel.com | getreset.co |
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 Reset
Reset is a public benefit corporation that provides mission-driven technology for a healthier financial future. Founded in 2022, the startup operates within the Financial Services, Fintech, Wealth Management, and Human Resources industries. In its latest funding round, Reset secured $2.30M in a Pre...
We will tell you when either one moves
BounceWatch watches Advisors Excel and Reset for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Advisors Excel and Reset — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Advisors Excel on 11 Sep 2024, and Reset on 12 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.