KB Financial, a OneDigital Company
Financial Services • 
West Windsor, New Jersey, United States • 21-50 Employees
Company overview
| Headquarters | 300 Carnegie Center, Suite 240, Princeton, NJ 08540, US |
| Phone number | +16095144725 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Corporate Advisory, Investment Management, Retirement Plan Services, Family Wealth Planning & Governance, Tax & Business Advisory |
| Founded | 1983 |
| Employees | 21-50 |
| Socials |
Key Contacts at KB Financial, a OneDigital Company
Graham Clarke
Managing Director - Wealth Management
Steven S. Zeiger
Managing Director
Mark Massad
Senior Managing Director, Corporate Advisory
Claudia Valdes
Director Family Office Services
Joseph Sacco
Managing Director - Tax And Business Advisory
KB Financial, a OneDigital Company Email Formats
KB Financial, a OneDigital Company uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@onedigital.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@onedigital.com | 100% |
About KB Financial, a OneDigital Company
Smart, successful wealth management is about results. To pursue outcomes aligned with your goals, you need a partner that not only deeply understands every aspect of your financial world but truly cares about your unique situation. Every individual or family has different objectives, different dreams and dynamics. There are often many complex pieces of the planning puzzle that can become overwhelming. KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders. With roots dating back to 1983, KB Financial Companies fields a team of professionals in financial, tax and estate planning, insurance solutions, investment banking, wealth management and family enterprise management. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, Member FINRA/SIPC. Investment Advisory services offered through KB Financial Partners, LLC., which is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success. CA Insurance License #0H85369
KB Financial, a OneDigital Company revenue & valuation
| Annual revenue | $4,222,222 |
| Revenue per employee | $176,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
KB Financial, a OneDigital Company has 18 employees across 7 departments.
Departments
Number of employees
Funding Data
KB Financial, a OneDigital Company has never raised funding before.
KB Financial, a OneDigital Company Tech Stack
Discover the technologies and tools that power KB Financial, a OneDigital Company's digital infrastructure, from frameworks to analytics platforms.
Security
Analytics
Maps
JavaScript libraries
Web servers
JavaScript libraries
Programming languages
Blogs
Analytics
SEO
WordPress themes
Hosting
Denmark
Italy
Ireland
Australia
SpainFrequently asked questions
4.8
40,000 users
