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
Traditions Bank is the older company (2005 vs 2002); Advisors Excel is the larger of the two.
Side-by-Side Comparison
| Metric | Advisors Excel | Traditions Bank |
|---|---|---|
| Founded | ||
| Founded | 2005 | 2002 older |
| Headquarters | ||
| Headquarters | Topeka, United States | York, United States |
| Employees | ||
| Employees | 768 larger | 152 |
| Industry | ||
| Industry | Financial Services, Marketing | Finance, Financial Services, Banking |
| Funding Stage | ||
| Funding Stage | Private Equity | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| 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 | Community Banking, Personal Banking, Business Banking, Lending Services, Mortgages, Home Equity Loans, Commercial Banking, Treasury Management, Online Banking, Mobile Banking, Retirement Accounts, Customer Relationships, Inclusion & Diversity |
| Website | ||
| Website | advisorsexcel.com | traditions.bank |
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 Traditions Bank
Traditions Bank is a full-service community bank founded in 2002, headquartered at 226 Pauline Drive | PO Box 3658, York, PA 17402-0136, and committed to helping customers, communities, and team members "Make Their Mark." The bank's core values include real relationships, exquisite experiences, stro...
We will tell you when either one moves
BounceWatch watches Advisors Excel and Traditions Bank 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 Traditions Bank — by email.
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Compiled from the BounceWatch company index. We last looked at Advisors Excel on 11 Sep 2024, and Traditions Bank on 28 Oct 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.