About Klingenstein Fields Advisors
Klingenstein Fields Advisors is a company based in New York (United States) founded in 1989. It operates as a B2C. 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. Klingenstein Fields Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter New York, United States
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Sectors
Financial Services
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Website
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Annual Revenue
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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. 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.
Develops personalized strategies for clients' financial needs.
Manages investments for asset growth and preservation.
Tailors portfolios based on clients' goals and preferences.
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Funding Insights of Klingenstein Fields 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 |
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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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| 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 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Wealth management services are provided to clients in New York.
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2003 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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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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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Klingenstein Fields 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 |
Klingenstein Fields Advisors Comparisons
Competitors of Klingenstein Fields Advisors
Klingenstein Fields 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, Morgan Stanley, Investec, FNZ and Northwestern Mutual, 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 |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Financial services are provided to consumers and corporations worldwide.
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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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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Klingenstein Fields Advisors
Frequently Asked Questions about Klingenstein Fields Advisors
When was Klingenstein Fields Advisors founded?
Klingenstein Fields Advisors was founded in 1989.
Where is Klingenstein Fields Advisors located?
Klingenstein Fields Advisors is headquartered in New York, United States. It is registered at New York, New York, United States.
What does Klingenstein Fields Advisors do?
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.
Who are the top competitors of Klingenstein Fields Advisors?
Klingenstein Fields Advisors's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Klingenstein Fields Advisors offer?
Klingenstein Fields Advisors offers Wealth Planning, Investment Management, and Customized Portfolio.
How many acquisitions has Klingenstein Fields Advisors made?
Klingenstein Fields Advisors has made 1 acquisition, including The Solaris Group.
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