About Kellett Wealth Advisors
Kellett Wealth Advisors is a company based in United States founded in 2013. It operates as a B2C. Kellett Wealth Advisors offers products and services including Investment Advisory, Financial Planning, and Market Updates. Kellett Wealth Advisors operates in a competitive market with competitors including Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas, among others.
- Headquarter United States
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Sectors
Financial Services
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Phone
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Website
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Social
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- Legal Name Kellett Wealth Advisors Llc
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
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Employee Count
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Products & Services of Kellett Wealth Advisors
Kellett Wealth Advisors offers a comprehensive portfolio of products and services, including Investment Advisory, Financial Planning, and Market Updates. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized advice for managing investments and achieving financial goals.
Helps clients plan and protect investments through customized risk strategies.
Provides insights on market trends to support informed financial decisions.
Funding Insights of Kellett Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Kellett Wealth Advisors
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Kellett Wealth Advisors
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Kellett Wealth Advisors Comparisons
Competitors of Kellett Wealth Advisors
Kellett Wealth Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, HSBC, Aviva and BNP Paribas, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
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Insurance and asset management services are offered in multiple regions.
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Banking & financial service provider
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| domain | founded_year | HQ Location |
Diversified insurance and asset management services are offered globally.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Kellett Wealth Advisors
Frequently Asked Questions about Kellett Wealth Advisors
When was Kellett Wealth Advisors founded?
Kellett Wealth Advisors was founded in 2013.
Where is Kellett Wealth Advisors located?
Kellett Wealth Advisors is headquartered in United States.
What does Kellett Wealth Advisors do?
Kellett Wealth Advisors LLC is a registered investment adviser that delivers personalized financial services, including investment advice and planning. They use a straightforward process to help clients manage money and achieve financial confidence, catering to people of all experience levels and ages. Based in the US, they focus on activities like market updates and client portals to support individuals through lifes financial stages.
Who are the top competitors of Kellett Wealth Advisors?
Kellett Wealth Advisors's top competitors include Fidelity Investments, Investec and HSBC.
What products or services does Kellett Wealth Advisors offer?
Kellett Wealth Advisors offers Investment Advisory, Financial Planning, and Market Updates.