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Klein Financial Advisors Logo
Klein Financial Advisors Growth Score
78
CB Rank
326817
Heat Score
57
Klein Financial Advisors provides investment management and financial planning and security services to help independent women.
Acquired by
EP Wealth Advisors Logo
EP Wealth Advisors
Founded
obfuscation
Private Newport Beach, California, United States1-10 kleinadvisors.com
Accounting
Advice
Financial Services
Wealth Management
Overview

Klein Financial Advisors
Growth Score
78
Heat Score
57

Growth Score78
-9 pts
in past quarter
Heat Score 57
-12 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 >
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About Klein Financial Advisors

CB Rank
326817
Klein Financial Advisors provides investment management and financial planning and security services to help independent women.
Acquired by
EP Wealth Advisors Logo
EP Wealth Advisors
Founded
obfuscation
Private Newport Beach, California, United States1-10 kleinadvisors.com
Accounting
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Klein Financial Advisors, Inc.
Operating Status Active
Company Type For Profit
Founders  Lauren Klein
Phone Number 949-477-4990
Contact Email info@kleinfinancial.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials

M&A Details

Klein Financial Advisors was acquired by EP Wealth Advisors on
obfuscation
.
Transaction Name 
Klein Financial Advisors acquired by EP Wealth Advisors Logo
Klein Financial Advisors acquired by EP Wealth Advisors
Acquired by 
EP Wealth Advisors Logo
EP Wealth Advisors
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 52

Employee Profiles

News
Technology
View Tech Report

Interest Signals

TopicSurge Score
Proof of Play Logo
Proof of Play
75
Software as a Service (SaaS) Analytics Logo
Software as a Service (SaaS) Analytics
74
Payment Declines Logo
Payment Declines
71

Active Website Tech Count

4Klein Financial Advisors is actively using 4 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Facebook Sharer.
Sub-Organizations
Frequently Asked Questions

Where is Klein Financial Advisors's headquarters? Klein Financial Advisors is located in Newport Beach, California, United States.Who are Klein Financial Advisors's competitors? Alternatives and possible competitors to Klein Financial Advisors may include Ellevest, Facet, and  Brighton Jones.
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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