Kings Point Capital Management LLC
Financial ServicesNew York, United States11-50 Employees
Kings Point Capital Management LLC is a registered investment advisory firm with offices in Great Neck, NY and Brentwood, TN.
Recent Acquisition The acquisition of Kings Point Capital Management by Wealth Enhancement Group for $1.7 billion indicates strong industry confidence and potential for expanded service offerings, making this company a promising target for strategic partnerships or joint ventures within wealth management.
Market Positioning Positioned as an independent registered investment advisory with a focus on wealth enhancement, Kings Point appeals to clients seeking personalized financial strategies, presenting opportunities to introduce complementary financial products or advisory services.
Growth Potential With an estimated revenue range of $1 million to $10 million and a specialized client base, there's room for scaling operations and expanding client reach through targeted marketing or technology-driven service improvements.
Technology Stack Utilizing advanced tools such as Cloudflare CDN, New Relic, and SEO optimizations suggests openness to digital solutions, providing avenues for offering cybersecurity, website enhancement, or cloud-based financial analytics services.
Competitive Landscape Listing competitors with large workforce and revenue, such as Fidelity or BlackRock, highlights the niche of mid-sized advisory firms; this positions Kings Point as a candidate for niche technology solutions, compliance tools, or bespoke financial platforms tailored for growing advisory firms.
Kings Point Capital Management LLC uses 8 technology products and services including Cloudflare CDN, yepnope.js, jQuery Migrate, and more. Explore Kings Point Capital Management LLC's tech stack below.
| Kings Point Capital Management LLC Email Formats | Percentage |
| FLast@twopointcapital.com | 80% |
| First.Last@twopointcapital.com | 20% |
| FLast@soundpointcap.com | 90% |
| Last@soundpointcap.com | 4% |
| First@soundpointcap.com | 2% |
| First.Last@soundpointcap.com | 2% |
| F.Last@soundpointcap.com | 1% |
| First.L@soundpointcap.com | 1% |
Financial ServicesNew York, United States11-50 Employees
Kings Point Capital Management LLC is a registered investment advisory firm with offices in Great Neck, NY and Brentwood, TN.
Kings Point Capital Management LLC's revenue is estimated to be in the range of $1M$10M
Kings Point Capital Management LLC's revenue is estimated to be in the range of $1M$10M