Excelsior Management Revenue, Growth & Competitor Profile

DBA EXCELSIOR MANAGEMENT SERVICES, INC.

Company Profile & Annual Report for Excelsior Management

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Excelsior Management Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	5416 Management, Scientific & Technical Consulting Services
Address	220 Montgomery Street, Suite 1900 San Francisco, CA 94104

Note: Revenues for privately held companies are statistical evaluations.


Excelsior Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Excelsior Management's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Excelsior Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Excelsior Management Annual Revenue and Growth Rate

Excelsior Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Excelsior Management's revenues are gauged from an analysis of company filings.

Excelsior Management's Income Statement (based on Industry Averages)

Excelsior Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Excelsior Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Excelsior Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Excelsior Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FREMONT GROUP MANAGEMENT LLC.	San Francisco, CA	100
PROPEL NETWORK	San Francisco, CA	24
ICONIQ CAPITAL	San Francisco, CA	23
VISTA EQUITY PARTNERS MANAGEMENT	San Francisco, CA	22
CHERRY TECHNOLOGIES	San Francisco, CA	20
WHITE OAK ABL	San Francisco, CA	16

Future Competition: Excelsior Management's Fastest Growing Competitors

These companies are in the same general field as Excelsior Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)