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
Zoe Financial
Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide.
57 employees · est. 2018 · New York, United States
Advisors Excel is the older company (2005 vs 2018); Advisors Excel is the larger of the two.
Side-by-Side Comparison
| Metric | Advisors Excel | Zoe Financial |
|---|---|---|
| Founded | ||
| Founded | 2005 older | 2018 |
| Headquarters | ||
| Headquarters | Topeka, United States | New York, United States |
| Employees | ||
| Employees | 768 larger | 57 |
| Industry | ||
| Industry | Financial Services, Marketing | Finance, Financial Services, Fintech |
| Funding Stage | ||
| Funding Stage | Private Equity | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $16.30M |
| Funding Rounds | ||
| Funding Rounds | 1 | 4 |
| 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 | Wealth Planning, Financial Stewardship, Trusted Advisors, Innovative Technology, Client Service, Vetting Process, Independent Wealth Planners, Venture Capital Backed, Softbank Investment, Collaborative Teamwork, Growth Mindset, Resilience, Impact-driven |
| Website | ||
| Website | advisorsexcel.com | zoefin.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 Zoe Financial
Zoe Financial is a modern wealth planning platform founded in 2018 and headquartered in the United States. The company's slogan "Zoe is the modern wealth planning platform that allows you to work with trusted advisors nationwide" emphasizes its mission to provide tailored wealth creation and client...
We will tell you when either one moves
BounceWatch watches Advisors Excel and Zoe Financial 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 Zoe Financial — by email.
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Compiled from the BounceWatch company index. We last looked at Advisors Excel on 11 Sep 2024, and Zoe Financial 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.