Kinsight, LLC Email Format
Financial ServicesAlabama, United States11-50 Employees
Kinsight, LLC operates in the financial services sector, providing comprehensive financial planning and investment management, and maintains a small to mid-sized team. Its approach centers on helping families identify their life goals and align their material resources with those aims through a combination of traditional and alternative investment options. The firm also offers family office services for households with substantial total assets. Based in Birmingham, Alabama, the company serves high-net-worth clients with investable assets typically above $1 million and total assets above $10 million. Historically, Kinsight has grown through mergers, including with Waasset in 2017 and with Warren Averett Asset Management in the same year.