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Kingswood U.S.

Financial Services ~620 employees
Founded
--
Employees (Est.)
~620
31 leaders known
Total Funding
$100K
Funding Rounds
1
Last Funding
2023-06-12

About Kingswood U.S.

Kingswood U.S. is a financial services firm focused on building partnerships to provide access to a world of opportunities. Their mission is to ensure everyone has access to financial advice to protect and grow their wealth, offering boutique service backed by the power of a global financial services firm. They aim to amplify growth for individuals and businesses at any financial stage or goal.

Products & Services

Wealth Management:Comprehensive wealth planning with tailored strategies to protect and grow wealth for long-term financial success.
Investment Banking:Strategic financial solutions and expert advice for middle-market and emerging companies to drive growth.
Equity Research:Actionable insights for informed decisions, leveraging diverse expertise in finance, economics, and industry-specific knowledge.
Advisor Solutions:Seamless support for advisors with back-office, technology, and business planning services to achieve clients' dreams and goals.

Specialties

Wealth Management Investment Banking Equity Research Advisor Solutions

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Fundraising/Donation
T: -
FT: Fundraising/Donation 		A: 100000
MR: -
FA: more than $100,000
FAN: 100000 		D: 2023-06-12
FD: 2023-06-12 		-
Fundraising/Donation Latest
2023-06-12
$100K

Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

M

Michael Nessim

CEO and Managing Partner

LinkedIn (Pro only)
V

Val Peters Rayevskiy

Chief Operating Officer

LinkedIn (Pro only)
M

Mike Alsoraimi

Chief Compliance Officer

LinkedIn (Pro only)
D

David Pitkoff

Chief Financial Officer

J

Jeremy Wilder

Chief Legal Officer

S

Scott Poore

Chief Investment Officer

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Recent News

Kingswood U.S. Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Services
Company Size
~620 employees (est.)

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