Advisors Excel Tech Stack

IMO platform helping independent financial advisors scale their practices

Financial Services Topeka, KS 501–1,000 employees Founded 2005 Privately Held

Advisors Excel operates as an Independent Marketing Organization (IMO) serving independent financial advisors, but functions more like a vertically integrated business services firm. The tech stack is notably practical—heavy on Microsoft Office, NetSuite, Salesforce, and creative tools—with automation wired in via Zapier, n8n, and Make. Hiring is accelerating across marketing (10 open roles), ops (7), and compliance (4), suggesting both growth and internal process scaling. The pain-point cluster around data accuracy, reporting, and compliance deficiency detection indicates they're wrestling with operational complexity at their current scale.

Tech Stack 35 technologies

Core StackQuickBooks NetSuite Adobe Creative Cloud ActiveCampaign Adobe Premiere Pro DocuSign Power BI Salesforce Make Zapier n8n HubSpot Google Ads WordPress Word Excel Outlook Workfront PowerPoint Constant Contact Adobe Audition Microsoft Office Micros Alteryx Cvent YouTube Meta Photoshop HTML CSS+2 more

What Advisors Excel Is Building

◆Challenges

Maintaining data accuracy in contracting system
Data errors
Accurate reporting
Ensuring compliance with evolving regulatory requirements
Workflow turnaround times
Identifying deficiencies in compliance processes
Remediation of compliance issues
Ensuring nothing falls through the cracks
Improving advisor training effectiveness
Aligning training with business objectives

▲Active Projects

Youtube strategy for financial advisors
Monthly compliance newsletter
Landing page optimization
Marketing campaign coordination
Advisor onboarding
Monthly coaching content development
Long-form infotainment radio shows
Short-form commercial programming
Video podcast production
Compliance training courses

Hiring Activity

Accelerating35 roles · 15 in 30d

Department

Marketing

Ops

Compliance

Creative

Accounting

Sales

Strategy

Design

Seniority

Mid

Junior

Intern

Manager

Senior

Director

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About Advisors Excel

Advisors Excel is a privately held IMO based in Topeka, Kansas, serving independent financial advisors with a model that blends marketing support, business coaching, product knowledge, and back-office operations. Founded in 2005, the company has grown to 501–1,000 employees and provides advisors with marketing planning, lead generation, case design, compliance guidance, and operational support. The service offering spans creative services (video, radio, podcast production), training and coaching content development, advisor onboarding workflows, and compliance infrastructure—positioning them as a comprehensive business-services partner rather than a transactional IMO.

HeadquartersTopeka, KS

Company Size501–1,000 employees

Founded2005

Hiring MarketsCanada, United States

Frequently Asked Questions

What is Advisors Excel's core service?

Advisors Excel is an Independent Marketing Organization (IMO) that provides financial advisors with marketing, business coaching, compliance support, operations assistance, creative services, and peer networking. They help advisors transition from independent practitioners to scaled business owners.

What tech stack does Advisors Excel use?

Core tools include NetSuite, Salesforce, Microsoft Office Suite (Word, Excel, Outlook, PowerPoint), Adobe Creative Cloud, DocuSign, HubSpot, Power BI, and automation platforms (Zapier, n8n, Make). They also use Workfront for project management and Constant Contact for email marketing.