What is Klingman and Associates, LLC's NAICS code?

Klingman and Associates, LLC's NAICS code is 52 (Finance and Insurance).

Insights

WealthTech Enablement Independent wealth management focus with high net worth clients suggests opportunities to offer premium financial planning tools, integrated portfolio analytics, and personalized digital onboarding solutions to enhance service levels.

Growth and Hiring Recent hires and a revenue range of 25 to 50 million indicate a growth trajectory; potential to propose scalable CRM, client segmentation, and advisor enablement platforms to support expansion and cross-sell of advisory services.

Tech Stack Synergy Current usage of AWS, WordPress, Mailchimp, Sentry, Wistia, and Dynatrace shows openness to cloud, data, and content-driven engagement; upsell opportunities for cybersecurity hardening, data analytics, marketing automation, and client portal enhancements.

Partnership Potential Extensive network with legal, insurance, and tax professionals positions Klingman as a hub for integrated wealth solutions; cross-firm collaboration offerings and concierge services could be packaged for joint marketing and referral programs.

Market Positioning Revenue scale and independent advisory focus imply a target for premium service differentiation; propose high-touch technology integrations, regulatory compliance tooling, and performance benchmarking services to strengthen competitive edge.

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Klingman and Associates, LLC Tech Stack

Klingman and Associates, LLC uses 8 technology products and services including UserWay, Amazon Web Services, WordPress, and more. Explore Klingman and Associates, LLC's tech stack below.

UserWay
Accessibility
Amazon Web Services
Cloud Hosting
WordPress
Content Management System
Mailchimp
Email
Sentry
Issue Trackers
Wistia
Online Video Platforms
WP Engine
Platform As A Service
Dynatrace
System Analytics & Monitoring

Media & News

Klingmanria hires Michelle McKinnon as Wealth Advisor
Klingman & Associates ("Klingman"), a leading independent wealth management firm, announced that Michelle McKinnon, CFP ® has joined the firm as a Wealth Advisor.
Nov 13, 2019 | www.prnewswire.com

Klingman and Associates, LLC's Email Address Formats

Klingman and Associates, LLC uses at least 4 email formats:

Klingman and Associates, LLC Email Formats	Example	Percentage
FLast@klingmanria.com	JDoe@klingmanria.com	94%
First.Last@klingmanria.com	John.Doe@klingmanria.com	6%
FLast@klingmanandassociates.com	JDoe@klingmanandassociates.com	92%
First.Last@klingmanandassociates.com	John.Doe@klingmanandassociates.com	8%

Frequently Asked Questions

What is Klingman and Associates, LLC's phone number?

You can contact Klingman and Associates, LLC's main corporate office by phone at

+1-212-336-****

. 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 Klingman and Associates, LLC's official website and social media links?

Klingman and Associates, LLC's official website is klingmanria.com and has social profiles on LinkedIn.

How much revenue does Klingman and Associates, LLC generate?

As of October 2026, Klingman and Associates, LLC's annual revenue is estimated to be $25M - $50M.

What is Klingman and Associates, LLC's SIC code and NAICS code?

Klingman and Associates, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Klingman and Associates, LLC have currently?

As of October 2026, Klingman and Associates, LLC has approximately 29 employees across 2 continents, including North America and Asia. Key team members include Chief Of Staff: B. H., Senior Associate: M. W. and Wealth Advisor: M. M. Explore Klingman and Associates, LLC's employee directory with LeadIQ.

What industry does Klingman and Associates, LLC belong to?

Klingman and Associates, LLC operates in the Financial Services industry.

What technology does Klingman and Associates, LLC use?

Klingman and Associates, LLC's tech stack includes UserWay, Amazon Web Services, WordPress, Mailchimp, Sentry, Wistia, WP Engine and Dynatrace.

What is Klingman and Associates, LLC's email format?

Klingman and Associates, LLC's email format typically follows the pattern of FLast@klingmanria.com. Find more Klingman and Associates, LLC email formats with LeadIQ.

When was Klingman and Associates, LLC founded?

Klingman and Associates, LLC was founded in 1986.

Klingman and Associates, LLC

Q: How many employees does Klingman and Associates, LLC have currently?

Klingman and Associates, LLC has approximately 29 employees.

Q: What technology does Klingman and Associates, LLC use?

Klingman and Associates, LLC's tech stack includes Dynatrace, RankMath SEO, ShareThis, Modernizr, FactSet.

Financial ServicesNew York, United States11-50 Employees

Klingman and Associates, LLC operates in the financial services field as a wealth management practice that provides comprehensive financial planning alongside unbiased investment guidance. It targets high net worth individuals and their families and works with a network of legal, insurance, and tax professionals to deliver cohesive wealth solutions. The firm emphasizes delivering comprehensive financial guidance across all aspects of a client’s finances, coupled with a high level of personalized service. 

Based in New York City, New York, the company identifies as an independent advisor within the wealth management space and operates as a small to mid-sized practice. A notable personnel development occurred in 2019, when Michelle McKinnon joined the firm as a Wealth Advisor. More information about Klingman & Associates can be found on its website, klingmanria.com.