Insights

High-Net-Worth Focus Kinsight primarily serves families with investable assets over one million dollars and offers family office services to ultra-high-net-worth clients with assets exceeding ten million dollars, presenting opportunities for premium financial products and tailored wealth management solutions.

Holistic Planning Approach The company emphasizes personalized, purpose-driven financial planning that integrates life goals with asset management, highlighting potential for premium estate planning, legacy services, and behavioral wealth management offerings.

Strategic Mergers Kinsight merged with Waasset and Warren Averett Asset Management, indicating growth through strategic alliances; this presents a chance to offer complementary financial technologies, integrations, or advanced advisory services to broaden their service capabilities.

Technology Stack Utilizing platforms like WordPress, Google Analytics, and modern web technologies, Kinsight demonstrates openness to digital engagement, creating opportunities for advanced client portals, digital client onboarding, and data-driven advisory tools.

Market Positioning Operating in a competitive space alongside firms like Addepar and Envestnet with substantial revenues and large employee bases, Kinsight offers prospects for customized technology solutions, compliance consulting, or high-end financial data management integrations to enhance their offerings.

Kinsight, LLC Tech Stack

Kinsight, LLC uses 6 technology products and services including WordPress, Google Fonts API, Modernizr, and more. Explore Kinsight, LLC's tech stack below.

  • WordPress
    Content Management System
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

Kinsight, LLC's Email Address Formats

Kinsight, LLC uses at least 1 format(s):
Kinsight, LLC Email FormatsExamplePercentage
First.Last@kinsight.comJohn.Doe@kinsight.com
42%
FLast@kinsight.comJDoe@kinsight.com
8%
First.Last@kinsight.comJohn.Doe@kinsight.com
42%
FLast@kinsight.comJDoe@kinsight.com
8%

Frequently Asked Questions

Where is Kinsight, LLC's headquarters located?

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Kinsight, LLC's main headquarters is located at 600 University Park Place, Suite 501. The company has employees across 1 continents, including North America.

What is Kinsight, LLC's phone number?

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You can contact Kinsight, LLC'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 Kinsight, LLC's official website and social media links?

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Kinsight, LLC's official website is kinsight.com and has social profiles on LinkedIn.

What is Kinsight, LLC's SIC code NAICS code?

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Kinsight, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Kinsight, LLC have currently?

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As of December 2025, Kinsight, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Director Of Investments: J. C.Client Service And Operations Coordinator: D. C.. Explore Kinsight, LLC's employee directory with LeadIQ.

What industry does Kinsight, LLC belong to?

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Kinsight, LLC operates in the Financial Services industry.

What technology does Kinsight, LLC use?

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Kinsight, LLC's tech stack includes WordPressGoogle Fonts APIModernizrjQueryPHPGoogle Analytics.

What is Kinsight, LLC's email format?

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Kinsight, LLC's email format typically follows the pattern of First.Last@kinsight.com. Find more Kinsight, LLC email formats with LeadIQ.

Kinsight, LLC

Financial ServicesAlabama, United States11-50 Employees

We built our business for the essential purpose of helping families identify and live out their life purpose; and to align their material resources with that life purpose. Our business processes have been time-tested with over 200 established families. People who already had traditional planning in place, yet they still weren’t clear about their ideal outcome for life, family and wealth. We offer life-enhancing financial planning, traditional and alternative investment management services. We primarily work with families who have investable assets in excess of $1 million and provide family office services to families whose total assets exceed $10 million.

Section iconCompany Overview

Headquarters
600 University Park Place, Suite 501
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M

    Kinsight, LLC's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    Kinsight, LLC's revenue is estimated to be in the range of $1M

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