Excel Empire logo
VerifiedFinancial Services· Founded 2023

Excel Empire

As a Virtual Business Family Office, we provide a wide range of services tailored to meet the needs of business owners and their families. From TAX PLANNING (RE-MMAP) for your business and personal taxes, to estate planning, business valuations, and business brokerage – Excel Empire offers you a dedicated team of specialists you cannot find anywhere. The coordination that comes from working with Excel Empire is so much more effective than working with a local CPA, a Business Coach from somewhere else, and a Financial Advisor that does not work with either of them. Family-run businesses may require structures for succession planning, a trust, or a foundation for the family-held assets. Given the complexity of these situations, clients may utilize Excel Empire to help in alignment with your goals and objectives. Excel Empire can also help coordinate non-financial issues, such as private schooling, travel, and miscellaneous household arrangements.

7-day free trial · no credit card

HeadquartersWest Palm Beach, United StatesEmployees28(11 to 50)Founded year2023Websiteexcelempire.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

28

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

1

tools in use

Monthly traffic

7

organic / mo

Sign up free to see all 15 verified contacts at Excel Empire

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

15 contacts with verified email or phone · masked until revealed.

Sign up free →

Top roles at Excel Empire

12 distinct titles indexed · top 10 shown.

  • 1accountant
  • 1ceo
  • 1certified tax & business advisor
  • 1certified tax and business advisor
  • 1chief operating officer
  • 1chief operations and systems director
  • 1director of business development & certified tax and business advisor
  • 1director of financial services
  • 1excel empire advisor
  • 1senior client relationship manager
  • +2more titles

Sign up to unlock all 15 contacts at Excel Empire

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 15 verified contacts at Excel Empire

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

Excel Empire | Kipplo Discover