Insights

Growth Potential With revenues estimated between $10 million and $25 million and a relatively small team of 11-50 employees, Kalos Financial presents an opportunity for scalable solutions that support growth in advisor productivity, client acquisition, and operational efficiency.

Technology Adoption Kalos Financial leverages a modern tech stack including WordPress, Google Analytics, and PHP, indicating an openness to innovative digital solutions that could enhance their client engagement channels, marketing strategies, and compliance capabilities.

Partnership Opportunities The company's history of collaborating with fintech and investment platform partners such as AIX and FactRight suggests they are receptive to strategic alliances that can expand their service offerings or streamline their investment process.

Leadership Changes Recent leadership transitions, including the departure of key executives like the COO and president, highlight an evolving organizational focus, which may open doors for executive-level solutions, leadership consulting, or talent management services.

Market Positioning Kalos Financial’s focus on serving financial advisors with innovative, endowment-style investment solutions positions them as a forward-thinking firm, creating opportunities to introduce cutting-edge financial technology, advisory tools, or compliance solutions tailored to their niche.

Kalos Financial Tech Stack

Kalos Financial uses 8 technology products and services including Fusion Ads, WordPress, Twemoji, and more. Explore Kalos Financial's tech stack below.

  • Fusion Ads
    Advertising
  • WordPress
    Content Management System
  • Twemoji
    Font Scripts
  • jQuery
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Media & News

Kalos Financial's Email Address Formats

Kalos Financial uses at least 1 format(s):
Kalos Financial Email FormatsExamplePercentage
FLast@kalosfinancial.comJDoe@kalosfinancial.com
74%
First.Last@kalosfinancial.comJohn.Doe@kalosfinancial.com
15%
Last@kalosfinancial.comDoe@kalosfinancial.com
11%

Frequently Asked Questions

Where is Kalos Financial's headquarters located?

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Kalos Financial's main headquarters is located at 11525 Park Woods Circle Alpharetta, Georgia 30005 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Kalos Financial's phone number?

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You can contact Kalos Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kalos Financial's official website and social media links?

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Kalos Financial's official website is kalosfinancial.com and has social profiles on LinkedIn.

What is Kalos Financial's SIC code NAICS code?

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Kalos Financial's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Kalos Financial have currently?

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As of December 2025, Kalos Financial has approximately 20 employees across 2 continents, including North AmericaEurope. Key team members include Chief Compliance Officer: A. C.Vice President, Marketing And Communications: J. C.Senior Vice President: J. T.. Explore Kalos Financial's employee directory with LeadIQ.

What industry does Kalos Financial belong to?

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Kalos Financial operates in the Financial Services industry.

What technology does Kalos Financial use?

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Kalos Financial's tech stack includes Fusion AdsWordPressTwemojijQueryModernizrLightboxPHPGoogle Analytics.

What is Kalos Financial's email format?

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Kalos Financial's email format typically follows the pattern of FLast@kalosfinancial.com. Find more Kalos Financial email formats with LeadIQ.

When was Kalos Financial founded?

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Kalos Financial was founded in 1997.
Kalos Financial logo

Kalos Financial

Financial ServicesGeorgia, United States11-50 Employees

Kalos Financial operates as a financial services firm that supports independent advisors by offering a platform of solutions and products designed to help clients pursue financial success. The company emphasizes backing its advisor network with opportunities and technology to deliver services and solutions that enable clients to achieve financial freedom, while maintaining a focus on professional conduct and ongoing excellence. Based in Alpharetta, Georgia, Kalos Financial is part of a larger family of affiliated firms that provide securities, investment advisory, and insurance offerings through separate entities under common ownership. The firm positions itself within the advisory and broker-dealer landscape, collaborating with partners and pursuing innovations that streamline investment processes and expand access to alternative investments through its platform. Recent leadership changes have included shifts in executive roles, reflecting ongoing transitions within the organization.

Section iconCompany Overview

Headquarters
11525 Park Woods Circle Alpharetta, Georgia 30005 United States
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    Kalos Financial's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Kalos Financial's revenue is estimated to be in the range of $1M$10M

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