Excelsis Global Private Wealth
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
200 S 10th St Ste 501, McAllen, Texas, 7...Phone Number
(956) 468-2170Website
www.excelsisgpw.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
1
1
1
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1
About Excelsis Global Private Wealth
Excelsis Global Private Wealth is an independent wealth advisory firm with over 175 years of combined financial services experience, offering differentiated wealth management services to international and domestic clients. The firm comprises five teams of bilingual advisors fluent in English and Spanish, who leverage their cultural knowledge and financial expertise to provide personalized service. Excelsis focuses on optimizing wealth management through goals-driven planning, sound strategies, and secure recommendations. Their commitment to integrity and loyalty ensures clients receive objective advice and effective solutions for preserving, growing, and transferring assets across borders and generations.Explore more
Excelsis Global Private Wealth Org Chart
CG
Registered Wealth Associate
RP
Senior Wealth Advisor & Managing Partner
ES
Senior Wealth Advisor & Managing Partner
CD
Senior Wealth Advisor & Managing Partner
RL
Senior Wealth Advisor & Managing Partner
FC
Senior Wealth Advisor & Managing Partner
LG
Senior Wealth Advisor & Founding Partner
ML
Senior Wealth Advisor & Managing Partner
JO
Senior Wealth Advisor & Managing Partner
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Revenue
Number of Employees
Type
Funding
Founded In
Excelsis Global Private W...
<$5M
11-50
Private
-
2021
PC
Paola ChapaSocial Media Coordinator & Content Creator
Company Profile Activity
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Excelsis Global Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Excelsis Global Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Excelsis Global Private Wealth.
Excelsis Global Private Wealth Tech Stack
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Excelsis Global Private Wealth is an independent wealth advisory firm with over 175 years of combined financial services experience, offering differentiated wealth management services to international and domestic clients. The firm comprises five teams of bilingual advisors fluent in English and Spanish, who leverage their cultural knowledge and fi... Read More
