Insights

Niche Market Focus Kinsight specializes in high-net-worth families with investable assets over one million dollars and provides sophisticated family office services for families with assets exceeding ten million dollars, indicating a focus on premium financial planning and wealth management solutions.

Senior Service Offering The company's bespoke approach emphasizes aligning clients' material resources with their life purpose, suggesting potential opportunities to introduce advanced estate planning, legacy strategies, or customized investment products tailored to affluent families seeking meaningful wealth management.

Strategic Merge Since acquiring Waasset and merging with Warren Averett Asset Management, Kinsight has expanded its asset management capabilities, creating avenues for cross-selling technology-driven financial solutions and integrated family office services to existing and new clients.

Technology Stack Utilizing tools like WordPress, Google Analytics, and PHP indicates a modern digital infrastructure, providing opportunities to enhance client engagement through improved user interfaces, data analytics, and targeted marketing campaigns to attract high-net-worth individuals.

Growth Potential With revenue under one million dollars and a specialized target market, there is significant growth potential for premium financial products, digital advisory services, and expanded client outreach, especially by leveraging the firm's tailored niche market and recent strategic mergers.

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
83%
FLast@kinsight.comJDoe@kinsight.com
17%

Frequently Asked Questions

Where is Kinsight, LLC's headquarters located?

Minus sign iconPlus sign icon
Kinsight, LLC's main headquarters is located at 600 University Park Place Suite 501 Birmingham, Alabama 35209 United States. The company has employees across 1 continents, including North America.

What is Kinsight, LLC's phone number?

Minus sign iconPlus sign icon
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?

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

What is Kinsight, LLC's NAICS code?

Minus sign iconPlus sign icon
Kinsight, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Kinsight, LLC have currently?

Minus sign iconPlus sign icon
As of February 2026, 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?

Minus sign iconPlus sign icon
Kinsight, LLC operates in the Financial Services industry.

What technology does Kinsight, LLC use?

Minus sign iconPlus sign icon
Kinsight, LLC's tech stack includes WordPressGoogle Fonts APIModernizrjQueryPHPGoogle Analytics.

What is Kinsight, LLC's email format?

Minus sign iconPlus sign icon
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 Birmingham, Alabama 35209 United States
Phone number
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.