Xexis Wealth
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
1540 International Pkwy Fl 2, Lake Mary,...Phone Number
(407) 732-6364Website
www.xexiswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
1
1
1
1
1
About Xexis Wealth
Xexis Private Wealth is an independent financial services firm that specializes in creating customized retirement strategies for individuals using a variety of investment and insurance products. The firm emphasizes a unique planning approach called EASE PLANNING, which focuses on educating, analyzing, strategizing, and enjoying the financial journey. Their services include financial and tax planning, with a commitment to understanding and addressing the specific needs and goals of their clients. The intended clients are individuals seeking to secure their financial future, particularly those considering retirement.Explore more
Xexis Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Xexis Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Xexis Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Xexis Wealth.
Xexis Wealth Tech Stack
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Xexis Private Wealth is an independent financial services firm that specializes in creating customized retirement strategies for individuals using a variety of investment and insurance products. The firm emphasizes a unique planning approach called EASE PLANNING, which focuses on educating, analyzing, strategizing, and enjoying the financial journe... Read More
