About Klingenstein Fields Advisors
Klingenstein Fields Advisors is a Financial Services company based in New York (United States) founded in 1989. It provides personalized wealth planning and investment management services to clients. It operates on a B2C model. Klingenstein Fields Advisors has completed 1 acquisition, including The Solaris Group. Klingenstein Fields Advisors offers products and services including Wealth Planning, Investment Management, and Customized Portfolio. Its focus areas include FinTech, Investment Tech, Wealth Management and Advisory Services. Its competitors include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
Klingenstein Fields Advisors is a wealth management firm that delivers customized financial planning and investment strategies. They focus on clients needs, including asset preservation and growth, using a client-centric approach. Based in New York and West Palm Beach, they manage portfolios with traditional and non-traditional investments to address short- and long-term goals.
- Headquarters New York, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website klingenstein.com
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- Investments & Acquisitions
Products & Services of Klingenstein Fields Advisors
Klingenstein Fields Advisors offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Management, and Customized Portfolio.
Develops personalized strategies for clients' financial needs.
Manages investments for asset growth and preservation.
Tailors portfolios based on clients' goals and preferences.
Apps and channels of Klingenstein Fields Advisors
its YouTube channel Klingenstein Fields has 12 subscribers and 27 videos.
Videos from Klingenstein Fields Advisors
The most watched videos on Klingenstein Fields Advisors's YouTube channel, Klingenstein Fields (12 subscribers). Click a video to play it here.
More on Klingenstein Fields.
People of Klingenstein Fields Advisors
8 people are tracked at Klingenstein Fields Advisors (7 in leadership, 1 in team).
| Name | Role | Group |
|---|---|---|
Kenneth D. Pollinger | Chairman and Co-CEO | Leadership |
Timothy Lindsay | Head Of Manager Research, Senior Advisor, Partner | Leadership |
Albert Bellas | Senior Managing Director | Leadership |
Colleen M. Jones | Portfolio Manager, Partner | Leadership |
Alyssa Gelper | Managing Director, Client Relationship Management | Leadership |
Garrett Zendman | Partner, Deputy Chief Operating Officer & Senior Equity Research Analyst | Leadership |
Owen Wimmer | Managing Director, Senior Advisor | Leadership |
Brian S. | Manager Research Associate | Team |
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Investments & Acquisitions by Klingenstein Fields Advisors
Klingenstein Fields Advisors has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include The Solaris Group.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to clients in New York. | solarisgroupllc.com | New York, United States | 2003 | Jun 2019 | •••• |
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Timeline of Klingenstein Fields Advisors
2 dated milestones of Klingenstein Fields Advisors across 30 years, from founding to its latest funding, stage changes and deals.
- Founded Klingenstein Fields Advisors is founded.
- Acquisition Acquires The Solaris Group.
Competitors of Klingenstein Fields Advisors
Klingenstein Fields Advisors has 10 listed competitors in our database, 5 of them funded. They include Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | – | 49 | Wealth management, investment advisory, and financial services are provided. | |
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| northwesternmutual.com | 1857 | Milwaukee, United States | – | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. | |
| jpmorganchase.com | 2000 | New York, United States | – | 256,105 | Financial services are provided to consumers and corporations worldwide. | |
| newyorklife.com | 1845 | New York, United States | $4.14B | 11,320 | Mutual life insurance and asset management services are provided. | |
| guggenheimpartners.com | 1999 | New York, United States | $21M | 2,043 | Asset management and investment advisory services are provided to clients. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. |
Detailed competitors of Klingenstein Fields Advisors
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Web traffic of Klingenstein Fields Advisors
The website of Klingenstein Fields Advisors (klingenstein.com) receives about 2.4K visits a month.
- Monthly visits2.4K
▲ 40% vs previous month
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Klingenstein Fields Advisors (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
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Related news about Klingenstein Fields Advisors
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Frequently Asked Questions about Klingenstein Fields Advisors
Klingenstein Fields Advisors was founded in 1989.
Klingenstein Fields Advisors is headquartered in New York, United States. It is registered at New York, New York, United States.
Klingenstein Fields Advisors is a wealth management firm that delivers customized financial planning and investment strategies. They focus on clients needs, including asset preservation and growth, using a client-centric approach. Based in New York and West Palm Beach, they manage portfolios with traditional and non-traditional investments to address short- and long-term goals.
Klingenstein Fields Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
Klingenstein Fields Advisors offers Wealth Planning, Investment Management, and Customized Portfolio.
Klingenstein Fields Advisors has made 1 acquisition, including The Solaris Group.