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Klingman & Associates Logo
Klingman & Associates Growth Score
83
CB Rank
413718
Heat Score
56
Klingman and Associates is a wealth management company that provides financial planning services and investment advice.
Founded
obfuscation
Private New York, New York, United States1-10 www.klingmanria.com/
Advice
Financial Services
Wealth Management
Overview

Klingman & Associates
Growth Score
83
Heat Score
56

Growth Score83
-2 pts
in past quarter
Heat Score 56
10 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
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About Klingman & Associates

CB Rank
413718
Klingman and Associates is a wealth management company that provides financial planning services and investment advice.
Founded
obfuscation
Private New York, New York, United States1-10 www.klingmanria.com/
Advice
Financial Services
Wealth Management

Key People

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 1-10 Employee Profiles 1 Contacts 20

Employee Profiles

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

IT Spend

$407.6KThis year, Klingman & Associates is projected to spend $407.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Advocacy Programs Logo
Advocacy Programs
97
Apple iPad Logo
Apple iPad
94
Keynote Logo
Keynote
91

Actively Used Products

7Klingman & Associates uses 7 technology products and services including Google Drive, Modernizr, and  Office 365, according to G2 Stack.

Active Website Tech Count

23Klingman & Associates is actively using 23 technologies for its website, according to BuiltWith. These include Euro, Google Tag Manager, and  Content Delivery Network.
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  Cresset.
Who We Are
What We Do
Helpful Links
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