Kalos Financial

Financial Services
Founded in 3/13/18
Alpharetta, Georgia, United States
http://www.kalosfinancial.com/
For Profit

About Kalos Financial

Kalos Financial is a full-service independent financial solution firm pioneering the endowment model for individual investors. Co-founded by finance industry veterans Daniel and Carol Wildermuth, Kalos Financial provides financial solutions through Broker Dealer services and Investment Advisor Services to seasoned, independent, cross-licensed representatives and advisors. Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB. Investment advisory services offered through Kalos Management, Inc., an SEC Registered Investment Adviser. Insurance products offered through Kalos Financial, Inc., a licensed insurance agency. These members of the Kalos Family of Companies are separate affiliated firms that share common ownership and are represented by the Kalos Financial service mark.

Company Metrics

  • Employees: 51-100
  • Monthly Visits: None
  • Tech Stack: 11 active products

Financial Information

  • Estimated Revenue: $1M to $10M
  • Total Funding: 30000 USD
  • Last Funding: 30000 USD (Series A)
  • Funding Status: Early Stage Venture

Technology Stack

Kalos Financial actively uses 11 products in their tech stack.

Market Presence

Industries: Financial Services

Headquarters: Alpharetta, Georgia, United States