Klingman & Associates - Crunchbase Company Profile & Funding

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Overview

Klingman & Associates

Growth Score

81

Heat Score

52

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

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

See more interactive data and historical milestones on desktop for the best experience

About Klingman & Associates

CB Rank

456719

Klingman and Associates is a wealth management company that provides financial planning services and investment advice.

Founded

obfuscation

Private

New York, New York, United States

www.klingmanria.com/

Financial Services

Wealth Management

Key People

Gerard Klingman: Founder & President

Details

Legal Name

Klingman & Associates, LLC

Operating Status

Active

Company Type

For Profit

Founders

Gerard Klingman

Phone Number

+1-212-867-7647

Contact Email

clooser@klingmanria.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Wealth Management

A service that develops and updates multifaceted wealth plans based on clients' goals and resources to manage their financial future.

Financial Independence Planning

A service focused on helping clients achieve and maintain financial independence through strategic planning and management.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

Employee Profiles

Contacts

Employee Profiles

Gerard Klingman Founder & President

News

News and Press

News•

Apr 20, 2025

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News•

Jan 22, 2025

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News•

Jan 22, 2025

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

125

-50.79%

in past month

Interest Signals

Topic	Surge Score
Gift with Purchase (GwP)	96
Helium-free MRI (Magnetic Resonance Imaging)	91
Brand Loyalty	90

Actively Used Products

7

Klingman & Associates

uses

7

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

5

Klingman & Associates

is actively using

5

technologies for its website, according to BuiltWith. These include

,

, and

CommonCrawl Top 10m

.

Lists Featuring This Company

Lists Featuring This Company

Financial Services Companies With Fewer Than 10 Employees (Top 10K)

9,873 Number of Organizations • $49.9B Total Funding Amount • 12,155 Number of Investors

City of New York Financial Services Companies

7,789 Number of Organizations • $264.3B Total Funding Amount • 7,025 Number of Investors

Advice Companies (Top 10K)

9,985 Number of Organizations • $61.3B Total Funding Amount • 1,889 Number of Investors

New York Companies With Fewer Than 10 Employees (Top 10K)

9,919 Number of Organizations • $29.9B Total Funding Amount • 14,805 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Klingman & Associates

's headquarters?

Klingman & Associates

is located in

New York, New York, United States

.

Who are

Klingman & Associates

's competitors? Alternatives and possible competitors to

Klingman & Associates

may include

HighTower Advisors

,

Creative Planning

, and

.