About Kingston Wealth Management Group
Kingston Wealth Management Group is a company based in South Windsor (United States) founded in 2012 was acquired by Savant Capital in November 2019. It operates as a Professional Services. Kingston Wealth Management Group offers products and services including Financial Planning, Investment Management, Insurance, and Tax Management Services. Kingston Wealth Management Group operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter South Windsor, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Acquired by
Savant Capital
(Nov 01, 2019)
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Products & Services of Kingston Wealth Management Group
Kingston Wealth Management Group offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Insurance, and Tax Management Services. 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.
Financial strategies are developed for individual client needs.
Investment portfolios are managed for client financial growth.
Insurance solutions are provided for client risk protection.
Tax strategies are crafted for optimized financial outcomes.
Funding Insights of Kingston Wealth Management Group
| 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 |
Investors in Kingston Wealth Management Group
Kingston Wealth Management Group has secured backing from 1 investor. Prominent investors backing the company include Savant Capital. 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.
| Investor | Description | Founded Year | Domain | Location |
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Wealth management services are provided to clients by Savant Capital.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Kingston Wealth Management Group
| 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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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Kingston Wealth Management Group
| 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 |
Kingston Wealth Management Group Comparisons
Competitors of Kingston Wealth Management Group
Kingston Wealth Management Group 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 Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, 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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| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
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Bank offering diversified financial services
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| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
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| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
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Provider of wealth management services
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Provider of wealth management services
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| Company Name | Domain | Founded year | HQ Location | Description |
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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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 Kingston Wealth Management Group
Frequently Asked Questions about Kingston Wealth Management Group
When was Kingston Wealth Management Group founded?
Kingston Wealth Management Group was founded in 2012.
Where is Kingston Wealth Management Group located?
Kingston Wealth Management Group is headquartered in South Windsor, United States. It is registered at South Windsor, Connecticut, United States.
What does Kingston Wealth Management Group do?
Kingston Wealth Management Group is dedicated to offering holistic wealth management services. Customized financial strategies are developed to address the unique needs of clients, including young professionals, growing families, and retirees. Services such as financial planning, investment management, insurance, and tax management are provided to support clients through various life milestones. The firm operates independently to ensure unbiased advice and recommendations are given. The sector of operation is primarily financial services with a focus on wealth management and investment advisory solutions.
Who are the top competitors of Kingston Wealth Management Group?
Kingston Wealth Management Group's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does Kingston Wealth Management Group offer?
Kingston Wealth Management Group offers Financial Planning, Investment Management, Insurance, and Tax Management Services.
Who are Kingston Wealth Management Group's investors?
Kingston Wealth Management Group has 1 investor. Key investors include Savant Capital.