About Kendall Capital
Kendall Capital is a company based in Rockville (United States) founded in 2012. It operates as a B2C. Kendall Capital offers products and services including Financial Planning, Investment Management, and Wealth Management. Kendall Capital operates in a competitive market with competitors including MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, among others.
- Headquarter Rockville, United States
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Kendall Capital Management
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
-
Investors
-
Employee Count
Employee Count
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Kendall Capital
Kendall Capital offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Wealth Management. 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.
Guidance on personal financial goals and strategies for clients.
Management of client portfolios to achieve financial aspirations.
Comprehensive services for wealth growth and preservation.
Unlock access to complete
Unlock access to complete
Funding Insights of Kendall Capital
| 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 |
Investments & Acquisitions by Kendall Capital
| 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 - Kendall Capital
| 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 |
Kendall Capital Comparisons
Competitors of Kendall Capital
Kendall Capital 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 MassMutual, Point Digital Finance, American Family Insurance, Thrivent and Milliman, 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Mutual life insurance company
|
|
| domain | founded_year | HQ Location |
Fractional home equity is sold online for interest-free loans.
|
|
| domain | founded_year | HQ Location |
Personal and business insurance products are provided nationwide.
|
|
| domain | founded_year | HQ Location |
Financial services are offered by Thrivent as a not-for-profit entity.
|
|
| domain | founded_year | HQ Location |
Milliman is engaged in actuarial consulting and analytics solutions.
|
|
| domain | founded_year | HQ Location |
Provider of banking related services
|
| 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 Kendall Capital
Frequently Asked Questions about Kendall Capital
When was Kendall Capital founded?
Kendall Capital was founded in 2012.
Where is Kendall Capital located?
Kendall Capital is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
What does Kendall Capital do?
Kendall Capital is a fee-only fiduciary advisory firm headquartered in the Metro Washington, DC area with offices in South Carolina, serving clients across the United States. They focus on personalized financial planning, investment management, and wealth strategies for middle-class millionaires, without commissions or product sales. Their approach emphasizes ongoing support, tax and estate planning coordination, and goals-based portfolio management to help clients navigate lifes financial stages.
Who are the top competitors of Kendall Capital?
Kendall Capital's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
What products or services does Kendall Capital offer?
Kendall Capital offers Financial Planning, Investment Management, and Wealth Management.