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KLD Wealth Management Logo
KLD Wealth Management CB Rank
2219338
Heat Score
67
KLD Wealth Management offers fee-only planning, investment management, and tax strategies to help clients align money with their values.
Founded
obfuscation
Private Lebanon, Ohio, United States1-10 kldwealth.com
Financial Services
Retirement
Tax Preparation
Wealth Management
Overview

KLD Wealth Management
Heat Score
67

Growth Score
pts
in past quarter
Heat Score 67
24 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About KLD Wealth Management

CB Rank
2219338
KLD Wealth Management offers fee-only planning, investment management, and tax strategies to help clients align money with their values.
Founded
obfuscation
Private Lebanon, Ohio, United States1-10 kldwealth.com
Financial Services
Retirement
Tax Preparation
Wealth Management

Details

Legal Name KLD Wealth Management, LLC
Operating Status Active
Company Type For Profit
Phone Number 1 937 404 5180
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News
Technology
View Tech Report

IT Spend

$193.8KThis year, KLD Wealth Management is projected to spend $193.8K on IT, according to Aberdeen.

Active Website Tech Count

2KLD Wealth Management is actively using 2 technologies for its website, according to BuiltWith. These include Facebook Sharer and  WhatsApp.
Sub-Organizations
Frequently Asked Questions

Where is KLD Wealth Management's headquarters? KLD Wealth Management is located in Lebanon, Ohio, United States.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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