About KLS Professional Advisors Group
KLS Professional Advisors Group is a company based in New York (United States) founded in 1989 was acquired by Boston Private in January 2005.. KLS Professional Advisors Group offers products and services including Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Wealth Management. KLS Professional Advisors Group operates in a competitive market with competitors including Raymond James, Wintrust, Focus Financial Partners, Alera Group and Creative Planning, among others.
- Headquarter New York, United States
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name First Citizens Bancshares, Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Acquired by
Boston Private
(Jan 03, 2005)
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 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. 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.
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
Funding Insights of KLS Professional Advisors Group
| 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 |
Investors in KLS Professional Advisors Group
KLS Professional Advisors Group has secured backing from 1 investor. Prominent investors backing the company include Boston Private. 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 |
|---|---|---|---|---|
|
Wealth management services are offered by Boston Private.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by KLS Professional Advisors Group
| 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 - KLS Professional Advisors Group
| 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 |
Kls Professional Advisors Group Comparisons
Competitors of KLS Professional Advisors Group
KLS Professional Advisors 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 |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
M&A advisory, capital markets, and wealth management services are offered.
|
|
| domain | founded_year | HQ Location |
Bank offering diversified financial services
|
|
| domain | founded_year | HQ Location |
Business consulting services are provided to banks and lending institutions.
|
|
| domain | founded_year | HQ Location |
HR, insurance, and liability services are provided by Alera Group.
|
|
| domain | founded_year | HQ Location |
Provider of wealth management services
|
|
| domain | founded_year | HQ Location |
Provider of wealth management 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 Kls Professional Advisors Group
Frequently Asked Questions about KLS Professional Advisors Group
When was KLS Professional Advisors Group founded?
KLS Professional Advisors Group was founded in 1989.
Where is KLS Professional Advisors Group located?
KLS Professional Advisors Group is headquartered in New York, United States. It is registered at New York, New York, United States.
What does KLS Professional Advisors Group do?
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.
Who are the top competitors of KLS Professional Advisors Group?
KLS Professional Advisors Group's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does KLS Professional Advisors Group offer?
KLS Professional Advisors Group offers Checking Accounts, Savings Accounts, Credit Cards, Mortgages, and Wealth Management.
Who are KLS Professional Advisors Group's investors?
KLS Professional Advisors Group has 1 investor. Key investors include Boston Private.