About RKL Wealth Management
RKL Wealth Management is a company based in Lancaster (United States) founded in 1999. It operates as a B2B, and B2C. RKL Wealth Management offers products and services including Financial Planning, Investment Management, Tax Planning, and Business Advisory. RKL Wealth Management operates in a competitive market with competitors including Raymond James, Focus Financial Partners, Alera Group, Wintrust and Creative Planning, among others.
- Headquarter Lancaster, United States
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Sectors
Business ServicesFinancial Services
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Phone
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Website
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Social
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- Legal Name Rkl Llp
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Annual Revenue
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Products & Services of RKL Wealth Management
RKL Wealth Management offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Business Advisory. 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.
Provides cash flow analysis and retirement planning for individuals and businesses.
Offers asset allocation and risk management services for clients.
Assists with personal and business tax strategies and compliance.
Delivers succession planning and risk management for enterprises.
Funding Insights of RKL Wealth Management
| 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 |
Investments & Acquisitions by RKL Wealth Management
| 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 |
Financial Statements - RKL Wealth Management
| 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 |
Rkl Wealth Management Comparisons
Competitors of RKL Wealth Management
RKL Wealth Management 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, Focus Financial Partners, Alera Group, Wintrust 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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M&A advisory, capital markets, and wealth management services are offered.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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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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Frequently Asked Questions about RKL Wealth Management
When was RKL Wealth Management founded?
RKL Wealth Management was founded in 1999.
Where is RKL Wealth Management located?
RKL Wealth Management is headquartered in Lancaster, United States. It is registered at Lancaster, Pennsylvania, United States.
What does RKL Wealth Management do?
RKL LLP is a professional services firm specializing in assurance, consulting, and tax solutions. They deliver financial planning, investment management, and advisory services to individuals, families, and businesses. Operating from multiple locations in Pennsylvania, USA, they assist clients in industries like construction and financial services with wealth management, compliance, and strategic planning to achieve financial goals.
Who are the top competitors of RKL Wealth Management?
RKL Wealth Management's top competitors include Focus Financial Partners, Alera Group and Raymond James.
What products or services does RKL Wealth Management offer?
RKL Wealth Management offers Financial Planning, Investment Management, Tax Planning, and Business Advisory.