KB Financial Companies

Finance · New Jersey, United States · 11-50 Employees

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Overview

Headquarters

300 Carnegie Ctr Ste 240, Princeton, New...

Phone Number

(609) 924-7250

Revenue

$16 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
Jul
Aug
ZI Rank
2
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1
2
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1

About KB Financial Companies

KB Financial is a financial service advisory firm based in New Jersey that specializes in wealth management, family office services, corporate advisory, and retirement plans. With a history dating back to 1983, the firm offers integrated financial, tax, and estate planning solutions, focusing on high net worth families and entrepreneurs. Their multi-disciplinary team takes a holistic approach to understanding the financial landscape, ensuring they identify opportunities and synergies for their clients. KB Financial prides itself on collaboration and expertise, aimed at driving better outcomes for their sophisticated clientele.Explore more
KB Financial Companies's Social MediaPopular SearchesKb Financial Companies LLCKb Financial Partners LLCKB Financial CompaniesKb Financial Partners IncKb Financial LLCSIC Code 62,628NAICS Code 52,523Show more

KB Financial Companies Org Chart

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MR
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Chief Operating Officer

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KB
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President

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VD
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Managing Director, Family Office Services

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KB Financial Companies

$16M
11-50
Private
<$5M
1983
MR
Matthew RozziChief Operating Officer
$6M
11-50
Private
<$5M
1982
AS
Ashwin ShahController
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2011
MK
Maureen KimballSenior Vice President, Senior Wealth Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
<$5M
2001
N/A
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Company Profile Activity

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Activity Insights

KB Financial Companies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

KB Financial Companies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about KB Financial Companies.

KB Financial Companies financials insights

Gather financial insights about KB Financial Companies, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

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KB Financial Companies Tech Stack

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Most Recent Scoops

Earnings
KB Financial Companies has reported a first-half G&A expense increase of 8.9% year-over-year, with the group cost-to-income ratio (CIR) posting 36.2%, supported by solid growth in total operating income, and the group has stably managed its CIR in the mid-to-upper 30% range every quarter since 2023, excluding Q4 one-off expenses.
Earnings, Finance, Financial Operations
Earnings
KB Financial Companies has reported that, in accordance with its shareholder return framework, capital exceeding a 13.5% CET1 ratio will be utilized for its second round of shareholder returns in 2026, with a Board of Directors-approved 700 billion won share buyback and cancellation as the first action.
Board of Directors, Share Placement, Business Finance, Finance
Project
KB Financial Companies has announced that its securities subsidiary plans to utilize newly secured capital to proactively respond to changes in the wealth management market, expand its promissory note business, support venture capital and productive finance, and fulfill requirements ahead of time for IMA authorization.
Financial Planning, Financial Systems, Business Finance, Finance, Financial Operations, Financial Strategy, Financing & Debt
Earnings
KB Financial Companies has reported two rounds of paid-in capital increases totaling 1.7 trillion won, aimed at reinvesting capital generated by core subsidiaries, including the bank, into the securities business to support stronger growth potential.
Spending/Investment, Business Finance, Finance, Financing & Debt
Earnings
Accounting, Financial Reporting, Banking, Business Finance, Finance
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Frequently Asked Questions Regarding KB Financial Companies

What is KB Financial Companies's official website?
KB Financial Companies's official website is www.kbfinancialcompanies.com
What is KB Financial Companies's Revenue?
KB Financial Companies's revenue is $16 Million
What is KB Financial Companies's SIC code?
KB Financial Companies's SIC: 62,628
What is KB Financial Companies's NAICS code?
KB Financial Companies's NAICS: 52,523
How many employees does KB Financial Companies have?
KB Financial Companies has 11-50 employees
What industry does KB Financial Companies belong to?
KB Financial Companies is in the industry of: Finance, Securities Trading
What is KB Financial Companies competition?
KB Financial Companies top competitors include: Kolinsky Wealth Management, Waterford Advisors, McLaughlin Asset Management, Bay Harbor Wealth Management
What technology does KB Financial Companies use?
Some of the popular technologies that KB Financial Companies uses are: WordPress.org, reCAPTCHA, PHP, Amazon Elastic Block Store
How do I contact KB Financial Companies?
KB Financial Companies contact info: Phone number: (609) 924-7250 Website: www.kbfinancialcompanies.com
What does KB Financial Companies do?

KB Financial is a financial service advisory firm based in New Jersey that specializes in wealth management, family office services, corporate advisory, and retirement plans. With a history dating back to 1983, the firm offers integrated financial, tax, and estate planning solutions, focusing on high net worth families and entrepreneurs. Their mult... i-disciplinary team takes a holistic approach to understanding the financial landscape, ensuring they identify opportunities and synergies for their clients. KB Financial prides itself on collaboration and expertise, aimed at driving better outcomes for their sophisticated clientele.Read More

What are KB Financial Companies social media links?
KB Financial Companies Linkedin page
Is KB Financial Companies a public company?
KB Financial Companies is private company therefore does not currently have an official ticker symbol
See more information about KB Financial Companies

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