About KLS Professional Advisors Group
KLS Professional Advisors Group is a Financial Services company based in New York (United States) founded in 1989, and was acquired by Boston Private in January 2005. Wealth management and financial advisory services are provided to clients. KLS Professional Advisors Group offers products and services including Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Wealth Management. Its focus areas include Asset Management and Wealth Management. Its legal entity is First Citizens BancShares, Inc. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
KLS Professional Advisors Group was founded in 1989 in New York, United States. Operations are centered on wealth management within the financial services sector. Advisory services are delivered to individuals and institutions, focusing on investment strategies and portfolio oversight. The firm maintains its headquarters in New York, with activities extending across the United States market. Domain access is available through klsadvisors.com for client engagement.
- Headquarters New York, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website klsadvisors.com
- Social LinkedIn YouTube
- Acquired by Boston Private (Jan 2005)
- Legal Name First Citizens Bancshares, Inc.
- Investors
- Acquired byBoston Private
(Jan 2005)
Products & Services of KLS Professional Advisors Group
KLS Professional Advisors Group offers a comprehensive portfolio of products and services, including Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Wealth Management.
Accounts for managing everyday transactions and payments securely
Accounts that earn interest for personal or business savings
Cards offering rewards and cash back for purchases
Home loans with fixed or adjustable rates for property financing
Advisory services for portfolio management and retirement planning
Apps and channels of KLS Professional Advisors Group
its YouTube channel First Citizens Bank has 1.84K subscribers and 30 videos.
Videos from KLS Professional Advisors Group
The most watched videos on KLS Professional Advisors Group's YouTube channel, First Citizens Bank (1.84K subscribers). Click a video to play it here.
More on First Citizens Bank.
Investors in KLS Professional Advisors Group
KLS Professional Advisors Group has secured backing from 1 investor. Prominent investors backing the company include Boston Private.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are offered by Boston Private. | 1986 | bostonprivate.com | Boston, United States |
Investor details for KLS Professional Advisors Group
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Timeline of KLS Professional Advisors Group
2 dated milestones of KLS Professional Advisors Group across 16 years, from founding to its latest funding, stage changes and deals.
- Founded KLS Professional Advisors Group is founded.
- Exit Acquired by Boston Private.
Competitors of KLS Professional Advisors Group
KLS Professional Advisors Group has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of KLS Professional Advisors Group
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Top companies in Asset Management
3 companies that operate in the same segment as KLS Professional Advisors Group (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Kls Professional Advisors Group
Complete news archive for KLS Professional Advisors Group
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Frequently Asked Questions about KLS Professional Advisors Group
KLS Professional Advisors Group was founded in 1989.
KLS Professional Advisors Group is headquartered in New York, United States. It is registered at New York, New York, United States.
KLS Professional Advisors Group was founded in 1989 in New York, United States. Operations are centered on wealth management within the financial services sector. Advisory services are delivered to individuals and institutions, focusing on investment strategies and portfolio oversight. The firm maintains its headquarters in New York, with activities extending across the United States market. Domain access is available through klsadvisors.com for client engagement.
KLS Professional Advisors Group's top competitors include Focus Financial Partners, Raymond James and Wintrust.
KLS Professional Advisors Group offers Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Wealth Management.
KLS Professional Advisors Group has 1 investor. Key investors include Boston Private.
KLS Professional Advisors Group operates through First Citizens Bancshares, Inc..
Yes. KLS Professional Advisors Group was acquired by Boston Private in January 2005.