Insights

Niche Market Focus KKM specializes in creating research-based, dynamic investment products tailored for wealth advisors, financial institutions, and family offices worldwide, presenting opportunities to offer tailored solutions and enhance client portfolio management services.

Technology Integration With a tech stack that includes MySQL, Google Analytics, and various data management tools, KKM demonstrates a solid foundation for data-driven decision-making and scalable platform integration, making it appealing for partners seeking advanced financial technology solutions.

Partnership and Portfolio Strategies Their collaboration with Nasdaq Dorsey Wright to develop ETF model portfolios indicates a focus on innovative, investible strategies that could be expanded or customized for clients seeking diversified and strategic ETF solutions.

Market Position and Growth Generating between 10 and 25 million dollars in revenue with a team of up to 200 employees, KKM shows scalability potential, making it an attractive prospect for strategic partnerships or expansion into new markets within the financial services industry.

Leadership and Credibility Founded by recognized CNBC contributor Jeff Kilburg and having served prominent firms like Nuveen Investments, KKM benefits from strong leadership and industry credibility, which can facilitate trust and open doors for business development efforts.

KKM Financial Tech Stack

KKM Financial uses 8 technology products and services including Microsoft 365, X-XSS-Protection, X-Content-Type-Options, and more. Explore KKM Financial's tech stack below.

  • Microsoft 365
    Email
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics
  • Google Analytics
    Web Analytics
  • GoDaddy
    Web Hosting
  • Contact Form 7
    Web Platform Extensions
  • Apache
    Web Servers

Media & News

KKM Financial's Email Address Formats

KKM Financial uses at least 1 format(s):
KKM Financial Email FormatsExamplePercentage
First@kkmfinancial.comJohn@kkmfinancial.com
62%
First.Last@kkmfinancial.comJohn.Doe@kkmfinancial.com
15%
Last@kkmfinancial.comDoe@kkmfinancial.com
15%
FLast@kkmfinancial.comJDoe@kkmfinancial.com
8%

Frequently Asked Questions

Where is KKM Financial's headquarters located?

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KKM Financial's main headquarters is located at 141 West Jackson Suite 1711 Chicago, Illinois 60604 United States. The company has employees across 2 continents, including North AmericaAsia.

What is KKM Financial's phone number?

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You can contact KKM 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 KKM Financial's official website and social media links?

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KKM Financial's official website is kkmfinancial.com and has social profiles on LinkedIn.

What is KKM Financial's NAICS code?

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KKM Financial's NAICS code is 52 - Finance and Insurance.

How many employees does KKM Financial have currently?

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As of June 2026, KKM Financial has approximately 54 employees across 2 continents, including North AmericaAsia. Key team members include Founder And Chief Executive Officer: J. K.Managing Director: D. D.. Explore KKM Financial's employee directory with LeadIQ.

What industry does KKM Financial belong to?

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KKM Financial operates in the Financial Services industry.

What technology does KKM Financial use?

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KKM Financial's tech stack includes Microsoft 365X-XSS-ProtectionX-Content-Type-OptionsGoogle Search ConsoleGoogle AnalyticsGoDaddyContact Form 7Apache.

What is KKM Financial's email format?

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KKM Financial's email format typically follows the pattern of First@kkmfinancial.com. Find more KKM Financial email formats with LeadIQ.

When was KKM Financial founded?

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KKM Financial was founded in 2012.

KKM Financial

Financial ServicesIllinois, United States51-200 Employees

KKM Financial is a mid-sized boutique financial services firm that develops research-based investment products. It collaborates with wealth advisors, financial institutions, and family offices around the world to support portfolio construction and risk management. Its offerings include dynamic stock selection, ETF model portfolios, and option overlay programs that operate on multiple platforms. 

The firm positions its solutions as both standalone outsourced portfolio management and as tools to complement an advisor's client work. In 2018, KKM partnered with Nasdaq Dorsey Wright to power its ETF model portfolios, which are investible on various TAMPs. Headquartered in Chicago, Illinois, and founded by Jeff Kilburg, a recognized CNBC contributor, the company serves clients globally as a portfolio consultant and provider of proprietary investment solutions.

Section iconCompany Overview

Headquarters
141 West Jackson Suite 1711 Chicago, Illinois 60604 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2012
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    KKM Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    KKM Financial's revenue is estimated to be in the range of $10M$25M

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