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Advisors Excel | Company Profile

1/14/2026

Contact Information

👤
Advisors Excel
🏢
Advisors Excel
📍
2950 SW McClure Road, Topeka, KS 66614, US

Industry & Market

Primary Industry
financial services
All Industries
financial servicesinsurance
Location
Topeka, Kansas, United States

Company Metrics

👥Total Employees
402
⚙️Engineering
32
💼Sales Team
43
📈Marketing
68
📅Founded
2005
💰Revenue
273M
Alexa Ranking#130586

Funding Information

Total Funding
$1.7M
Latest Stage
Other
Annual Revenue
$273,000,000

Headcount Distribution

Total Employees
402
Departments
19

By Department

Department Breakdown

Marketing
Operations
Sales
Consulting
Engineering
Business Development
Others

Technology Stack

Email & Communication

GmailOutlook
Total: 10 technologies

Keywords & Focus Areas

marketing planningsales techniquesfixed indexed annuitiescreative serviceslead generationcase designbusiness processingproduct knowledgelife insuranceoperational supportcoachingmarketing & advertisingsales
13 total keywords

Advisors Excel

Overview

Advisors Excel is an independent marketing organization based in Topeka, Kansas, founded in 2005. The company supports top-tier independent financial advisors, insurance agents, and professionals by offering comprehensive business development services in annuities, life insurance, and wealth management. Co-founded by Cody Foster, David Callanan, and Derek Thompson, the organization focuses on advisor-centric innovation and growth strategies to help advisors enhance their practices.

It provides a full suite of services, including business coaching, marketing and creative support, operational and IT assistance, and sales and compliance guidance. Advisors Excel acts as a partner to its clients, offering tools for product analysis, strategic planning, and networking opportunities. Serving a select group of elite advisors, the firm ensures high-impact support and has been recognized for its rapid growth and workplace excellence. Its mission is to empower advisors and redefine the role of independent marketing organizations in the financial services industry.

Basic Information

Industry financial services
Founded 2005
Revenue 273M
Headquarters 2950 Southwest McClure Road, Topeka, KS 66614, United States
Languages English
Alexa Ranking 130586

Contact Details

Key Focus Areas & Initiatives

  • marketing planning
  • sales techniques
  • fixed indexed annuities
  • creative services
  • lead generation
  • case design
  • business processing
  • product knowledge
  • life insurance
  • operational support
  • coaching
  • marketing & advertising
  • sales

Technologies Used

  • AWS SDK for JavaScript
  • Atlassian Cloud
  • DNS Made Easy
  • Drupal
  • Gmail
  • Google Apps
  • Microsoft Office 365
  • Mimecast
  • Outlook
  • Zapier

Affiliated Organizations & Regional Branches

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