Kalos Financial
- Company typePrivate
- Founded2018
- HeadquartersAlpharetta, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
Kalos Financial firmographics
Firmographics- Name
- Kalos Financial
- Website
- https://kalosfinancial.com
- Company type
- Private
- Founded year
- 2018
- Headcount range
- 51–100 employees
- Ownership category
- akta.pro rank
Kalos Financial industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Kalos Financial is headquartered
LocationHeadquarters
- HQ city
- Alpharetta
- HQ country
- United States
- HQ region
- North America
Markets served
Kalos Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Kalos Financial product offering
Product offeringCore offering
Kalos Financial is a full-service independent financial solution firm that provides wealth management and investment advisory services to individual investors. The firm specializes in applying the endowment model of investing — an institutional approach emphasizing diversified, long-term portfolio construction — to the personal portfolios of its individual clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Independent Wealth Management & Advisory Services (Endowment Model)
Companies that use Kalos Financial
Customer profileIdeal customer profiles1 record
Kalos Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Kalos Financial partnerships and signals
Strategic signalRecent moves2 records
Expansion highlights2 records
Kalos Financial competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Independent RIA providing evidence-based, advisor-led wealth management to individuals and families. Comparable to Kalos as a fee-only, independent RIA focused on individual investor outcomes.
- Carson Group: National wealth advisory firm supporting independent financial advisors and serving individual investors with financial planning and investment management. Closely comparable as an independent wealth platform serving individual clients through advisor-led relationships.
- Halbert Hargrove: Long-standing independent RIA delivering personalized wealth management to HNW individuals and families. Comparable in scale, independence, and full-service individual-investor focus.
- Mariner Wealth Advisors: National independent RIA providing comprehensive wealth advisory, investment management, and family-office-style services to individuals. Comparable to Kalos in offering full-service, advice-led wealth management to HNW individuals.
- Creative Planning: Large, full-service independent RIA offering wealth management, financial planning, and institutional-style investment strategies to individuals and families. Directly comparable to Kalos as a comprehensive independent wealth manager serving individual clients with bespoke advice.
- Sequoia Financial Group: Independent, fee-only RIA offering wealth management and financial planning to individuals. Comparable to Kalos in independence, fee-only model, and individual-client orientation.
Emerging players
- Facet Wealth: Tech-enabled, flat-fee financial planning and investment advisory firm serving mass-affluent and HNW individuals digitally. Comparable to Kalos in targeting individual investors with a differentiated, modern advice model.
Broad incumbents
- Focus Financial Partners: Leading partnership of independent RIAs and wealth management firms. Relevant as the dominant consolidator/incumbent in the space where Kalos-style independent RIAs compete and are frequently acquired.
- Fisher Investments: Large, established global investment manager primarily serving HNW individuals and institutions. Comparable as an incumbent investment manager serving individual investors with a discretionary, model-driven approach.
- Edelman Financial Engines: Large national RIA combining advisor-led planning with digital advice for individual investors. Comparable as a broad incumbent serving individuals with comprehensive wealth management.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Kalos Financial social profiles
Digital presenceKalos Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kalos Financial leadership team
Management profileNumber of profiles
Kalos Financial funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kalos Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kalos Financial
What does Kalos Financial do?
Kalos Financial is a full-service independent financial solution firm that provides wealth management and investment advisory services to individual investors. The firm specializes in applying the endowment model of investing — an institutional approach emphasizing diversified, long-term portfolio construction — to the personal portfolios of its individual clients.
When was Kalos Financial founded?
Kalos Financial was founded in 2018. It employs 51 to 100 people.
Where is Kalos Financial based?
Kalos Financial is headquartered in Alpharetta, United States, in the North America region.
Who are Kalos Financial's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Carson Group, Halbert Hargrove, Mariner Wealth Advisors, Creative Planning and Sequoia Financial Group. Facet Wealth is listed as an emerging player. Broad incumbents are Focus Financial Partners, Fisher Investments and Edelman Financial Engines.
Does Kalos Financial have an API?
No public API is recorded for Kalos Financial.
What industry is Kalos Financial in?
Kalos Financial's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.