KB Financial

Princeton, United States Founded: 1983 • Age: 43 yrs Acquired By OneDigital
Investment management, wealth management, and banking services are offered.

About KB Financial

KB Financial was founded in 1983 and is headquartered in Princeton, United States. Operations are focused on the financial sector, where investment management and wealth management services are provided to clients. Investment banking activities are also conducted, supporting various advisory and transactional needs. The firm is led by co-founders and a team of directors and executives overseeing daily functions and strategic initiatives.

  • Headquarter Princeton, United States
  • Founders William H Damora, James D Kaplan
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Kjac Partners Llc
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Capital Markets & Trading
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    OneDigital

    (Sep 28, 2022)

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People of KB Financial
Headcount 10-50
Employee Profiles 16
Employee Profiles
People
Joseph Walter
Analyst, Corporate Advisory
People
Elliot Silverstein
Managing Director, Wealth Management
People
Ronald J. Sacco
Senior Advisor, Accounting & Tax Services
People
Tom Teper
Chief Financial Officer And Operating Executive

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Funding Insights of KB Financial

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in KB Financial

KB Financial has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include OneDigital. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
HR management solutions, including advisory and compliance services, are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by KB Financial

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - KB Financial

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Kb Financial Comparisons

Employees
+
Add Comparison
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Competitors of KB Financial

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Kb Financial

Frequently Asked Questions about KB Financial

When was KB Financial founded?

KB Financial was founded in 1983.

Where is KB Financial located?

KB Financial is headquartered in Princeton, United States. It is registered at Princeton, New Jersey, United States.

Who is the current CEO of KB Financial?

James D Kaplan is the current CEO of KB Financial. They have also founded this company.

What does KB Financial do?

KB Financial was founded in 1983 and is headquartered in Princeton, United States. Operations are focused on the financial sector, where investment management and wealth management services are provided to clients. Investment banking activities are also conducted, supporting various advisory and transactional needs. The firm is led by co-founders and a team of directors and executives overseeing daily functions and strategic initiatives.

Who are KB Financial's investors?

KB Financial has 1 investor. Key investors include OneDigital.

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