Kintra
Kintra Wealth, LLC is a registered investment advisor formed in April 2026 through the merger of six U.S. wealth management firms, managing over $4 billion in assets across ten offices in eight states for high-net-worth individuals, business owners, and institutional clients.
- Company typePrivate
- Founded2026
- Headquarters—
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Kintra does
Kintra Wealth, LLC is a privately held registered investment advisor (RIA) formed in April 2026 through the merger of six U.S. wealth management firms: Evergreen Wealth Solutions, Warren Wealth Associates, Loring Advisory Group, Tupler Financial, Rembrandt Financial Group, and McCarthy & Cox. The combined platform manages over $4 billion in assets across 74 employees and ten physical offices spanning Pennsylvania, New Jersey, Rhode Island, Massachusetts, Ohio, Kentucky, Florida, and Texas. The firm is structured as an advisor-owned partnership in which the founding firms retain local client relationships and brand presence while sharing infrastructure under the unified Kintra platform, which is led by co-founders Andrew Harris (CEO), Nick Loring, and Jim Cox.
Kintra's product set spans the full wealth management stack — Financial Planning, Investment Management, Insurance Solutions, Tax Strategies, and Family & Legacy Planning for individuals and families; Business Owner Exit & Planning and M&A advisory for entrepreneurs; and Institutional co-fiduciary services for endowments and foundations. Service delivery follows a three-step 'Kintra Method' (Listen & Map, Align & Design, Implement & Evolve) supported by a multi-vendor technology stack consisting of client portal and back-office platforms (Orion, Investor360, eMoney, Fidelity) — no proprietary technology, models, or AI/ML capability is disclosed. The firm is positioning itself for additional roll-in deals via a dedicated 'For Advisors' recruitment funnel.
Kintra generates revenue through recurring investment advisory fees, typically structured as a percentage of assets under management, complemented by planning, insurance, and ancillary wealth services. Its go-to-market is enterprise field sales aimed at advisory firms seeking partnership and at high-net-worth individuals, business owners, and institutions seeking integrated financial planning. The combination of an AUM-fee revenue model with an explicit advisor-acquisition growth strategy positions Kintra as a multi-region roll-up platform rather than a vertically scaled RIA.
Kintra firmographics
Firmographics- Name
- Kintra
- Legal name
- Kintra Wealth, LLC
- Website
- https://kintrawealth.com
- Company type
- Private
- Founded year
- 2026
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Kintra Wealth, LLC is a registered investment advisor formed in April 2026 through the merger of six U.S. wealth management firms, managing over $4 billion in assets across ten offices in eight states for high-net-worth individuals, business owners, and institutional clients.
- Ownership category
- akta.pro rank
Kintra industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Tax-Focused Wealth Management RIAs (FSAAACAD), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)
Keywords
Kintra business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: As a registered investment advisor (RIA), Kintra generates revenue through investment advisory fees, typically based on assets under management (AUM). The firm serves clients with over $4 billion in combined AUM across six merged wealth management firms.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Kintra product offering
Product offeringCore offering
Kintra is a registered investment advisor (RIA) that delivers comprehensive wealth management services to high-net-worth individuals, families, business owners, and institutions. Its offerings span financial planning, investment management, insurance solutions, tax strategies, family and legacy planning, business exit and M&A advisory, and institutional co-fiduciary services. The firm operates through 10 office locations across 8 U.S. states with over $4 billion in combined assets under management.
Product overview
Kintra is a registered investment advisor (RIA) that operates as a unified wealth management platform formed through the merger of six independent wealth management firms (Evergreen Wealth Solutions, Warren Wealth Associates, Loring Advisory Group, Tupler Financial, Rembrandt Financial Group, and McCarthy & Cox). The platform offers a comprehensive suite of wealth management services including Financial Planning, Investment Management, Insurance Solutions, Tax Strategies, and Family & Legacy Planning, along with specialized services for Business Owners (Exit Planning, M&A Services) and Institutions (Investment Policy Establishment, Portfolio Management, Ongoing Monitoring). Kintra positions itself as an 'advisor-led community' with a modern, scalable technology platform designed to support advisors and strengthen collaboration. The company manages over $4 billion in combined assets under management across 10 office locations serving clients nationwide.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services that simplify complex financial landscapes into clear, actionable plans aligned with client goals for individuals, families, and households.
- Investment Management Disciplined, personalized investment management built around client goals with long-term purpose ahead of short-term noise, applied to client portfolios.
- Insurance Solutions Comprehensive review of clients' financial picture to ensure appropriate insurance protections are in place for people and assets they care about most.
- Tax Strategies Proactive tax planning strategies working alongside client tax professionals to identify opportunities that preserve wealth.
- Family & Legacy Planning Services helping clients protect what they have built and intentionally design wealth transfer to future generations.
- Business Owner Exit & Planning Planning services for business exits, one of the most consequential financial events, helping business owners plan long before they need to with clarity and confidence.
- M&A Services Services for clients buying, selling, or merging businesses, providing guidance through every step of the transaction.
- Institutional Investment Services Co-fiduciary services for endowments and foundations including investment policy establishment, portfolio management, and ongoing monitoring aligned with organizational mission.
- Advisor Platform Modern, scalable technology platform designed to support advisors and strengthen collaboration. Offered to advisors who want to join and help build an advisor-led community.
Companies that use Kintra
Customer profileSegments3 records
Ideal customer profiles4 records
Kintra technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Kintra partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered supporting and founding.
- Fidelity InvestmentssupportingFidelity provides clearing, custody, and brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC. Clients access their accounts through Fidelity's digital platform, and Kintra's disclosure states Fidelity is a service provider unaffiliated with Kintra.
- Evergreen Wealth SolutionsfoundingOne of six founding firms that merged to form Kintra. Based in Williamsport, PA, founded in 2015, serving individuals, families, business owners, and institutions with financial planning, asset management, insurance, retirement plans, and business planning.
- Warren Wealth AssociatesfoundingOne of six founding firms that merged to form Kintra. Based in Warren, NJ, built around delivering thoughtful guidance, personalized attention, and long-term partnership.
- Loring Advisory GroupfoundingOne of six founding firms that merged to form Kintra. Based in Bowling Green, KY, serving Greenville, Lenox, and Bowling Green communities with retirement, estate, and tax planning.
- Tupler FinancialfoundingOne of six founding firms that merged to form Kintra. Based in Warren, NJ, built on personal, collaborative financial advice for busy professionals, executives, entrepreneurs, and families.
- Rembrandt Financial GroupfoundingOne of six founding firms that merged to form Kintra. Based in Austin, TX, serving individuals, families, and business owners with independent, thoughtful, and personal financial advice.
- McCarthy & CoxfoundingOne of six founding firms that merged to form Kintra. Based in Dublin, OH, with multi-generational presence serving Ohio communities built on relationships, consistency, and financial navigation.
Scale indicators4 records
Recent moves7 records
Expansion highlights5 records
Kintra competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: Large national RIA offering financial planning, investment management, and tax services across multiple states. Comparable in serving HNW clients with a multi-disciplinary planning model similar to Kintra.
- Carson Group: Wealth management firm that partners with independent advisors and provides platform services. Comparable in serving entrepreneurs and business owners and in offering an advisor-affiliation model.
- Cerity Partners: Wealth management and business advisory firm formed through multiple firm combinations serving HNW individuals, families, and institutions. Comparable multi-firm merger origin and integrated planning model.
- Cresset Capital Management: Multi-family office and RIA serving HNW families and institutions with integrated wealth services. Comparable in family-wealth planning, institutional co-fiduciary services, and advisor partnership model.
- Creative Planning: Large independent RIA providing comprehensive wealth management including financial planning, tax, and estate services. Comparable service mix and target client segments to Kintra.
- Focus Financial Partners: Largest U.S. RIA consolidator partnering with independent wealth management firms. Directly comparable to Kintra's advisor-owned partnership model and roll-up strategy, though at much greater scale.
- Captrust: Independent RIA formed through multiple acquisitions serving individuals, families, and institutions. Comparable multi-firm merger structure and institutional co-fiduciary capabilities to Kintra.
- Mariner Wealth Advisors: National RIA serving individuals, families, and institutions with comprehensive wealth planning. Comparable to Kintra in integrated financial planning, multi-state footprint, and institutional advisory capabilities.
- Sequoia Financial Group: RIA formed through multiple mergers of wealth management firms serving HNW clients. Closely comparable roll-up origin story, integrated planning model, and multi-state footprint to Kintra.
Broad incumbents
- Edelman Financial Engines: Large national wealth management platform offering financial planning and investment management to a broad client base. Comparable services but much larger scale and broader customer reach than Kintra.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Kintra social profiles
Digital presenceKintra financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kintra leadership team
Management profileNumber of profiles
Profiles7 records
Kintra subsidiaries and ownership
Company hierarchySubsidiaries6 records
Kintra funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kintra 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 Kintra
What does Kintra do?
Kintra is a registered investment advisor (RIA) that delivers comprehensive wealth management services to high-net-worth individuals, families, business owners, and institutions. Its offerings span financial planning, investment management, insurance solutions, tax strategies, family and legacy planning, business exit and M&A advisory, and institutional co-fiduciary services. The firm operates through 10 office locations across 8 U.S. states with over $4 billion in combined assets under management.
Is Kintra a public or private company?
Kintra is a private company. It is classified as management employee owned and is currently operating.
When was Kintra founded?
Kintra was founded in 2026. It employs 51 to 100 people.
How does Kintra make money?
One revenue line is on record: investment Advisory Fees.
Who are Kintra's main competitors?
Direct peers on record are Mercer Advisors, Carson Group, Cerity Partners, Cresset Capital Management, Creative Planning, Focus Financial Partners, Captrust, Mariner Wealth Advisors and Sequoia Financial Group. Edelman Financial Engines is listed as a broad incumbent.
Does Kintra have an API?
No public API is recorded for Kintra.
What industry is Kintra in?
Kintra's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6199.