Insights

Boutique Scale Small firm footprint with high customization potential presents an opportunity to offer tailored wealth planning, estate and business owner planning services that can scale with growth as they expand client base.

Comprehensive Services Full suite of financial planning offerings including retirement, investment management, education funding, and charitable planning suggests upsell potential for integrated financial solutions and ongoing advisory retainers.

Family & Business Service focus on individual and business owner planning creates avenues for cross-sell into small business advisory, succession planning, and executive compensation strategies.

Tech Enablement Utilizes cloud and marketing tech stack (AWS, FMG Suite, Google tools) which can be leveraged to enhance digital onboarding, client portal experiences, and targeted marketing campaigns to grow AUM.

Growth Readiness Revenue range indicates emerging growth phase with potential for scale through strategic partnerships, enhanced marketing, and expanded geographic reach while maintaining personalized service.

Kensington Wealth Partners, Ltd Tech Stack

Kensington Wealth Partners, Ltd uses 8 technology products and services including Amazon Web Services, Register.com, Font Awesome, and more. Explore Kensington Wealth Partners, Ltd's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Register.com
    Domain Name Services
  • Font Awesome
    Font Scripts
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Amazon ALB
    Load Balancers
  • Cloudflare Bot Management
    Security
  • OpenSSL
    Web Server Extensions

Kensington Wealth Partners, Ltd's Email Address Formats

Kensington Wealth Partners, Ltd uses at least 1 format(s):
Kensington Wealth Partners, Ltd Email FormatsExamplePercentage
First.Last@kensingtonwealth.comJohn.Doe@kensingtonwealth.com
100%

Frequently Asked Questions

What is Kensington Wealth Partners, Ltd's phone number?

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You can contact Kensington Wealth Partners, Ltd's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kensington Wealth Partners, Ltd's official website and social media links?

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Kensington Wealth Partners, Ltd's official website is kensingtonwealth.com and has social profiles on LinkedIn.

How much revenue does Kensington Wealth Partners, Ltd generate?

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As of August 2026, Kensington Wealth Partners, Ltd's annual revenue is estimated to be $1M - $10M.

What is Kensington Wealth Partners, Ltd's NAICS code?

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Kensington Wealth Partners, Ltd's NAICS code is 52 - Finance and Insurance.

How many employees does Kensington Wealth Partners, Ltd have currently?

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As of August 2026, Kensington Wealth Partners, Ltd has approximately 8 employees across 1 continents, including North America. Key team members include Client Service Specialist: N. B.. Explore Kensington Wealth Partners, Ltd's employee directory with LeadIQ.

What industry does Kensington Wealth Partners, Ltd belong to?

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Kensington Wealth Partners, Ltd operates in the Financial Services industry.

What technology does Kensington Wealth Partners, Ltd use?

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Kensington Wealth Partners, Ltd's tech stack includes Amazon Web ServicesRegister.comFont AwesomeJSON-LDjQueryAmazon ALBCloudflare Bot ManagementOpenSSL.

What is Kensington Wealth Partners, Ltd's email format?

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Kensington Wealth Partners, Ltd's email format typically follows the pattern of First.Last@kensingtonwealth.com. Find more Kensington Wealth Partners, Ltd email formats with LeadIQ.
Kensington Wealth Partners, Ltd logo

Kensington Wealth Partners, Ltd

Financial ServicesOhio, United States2-10 Employees

Kensington Wealth Partners, Ltd is a financial services firm based in Columbus, Ohio, offering a range of planning and asset management services. Its core areas include financial, income, retirement, and estate planning, along with investment management, education funding, business owner planning, charitable planning, and financial coaching, all aimed at helping clients clarify goals and pursue them with personalized solutions. The firm positions itself as a nationally recognized financial planning organization with a collaborative team approach designed to address complex financial situations for individuals and families. It operates from a small professional team, serving clients in the Columbus area, and provides securities and investment advisory services through a registered broker-dealer and investment adviser network. Kensington emphasizes transparency and clear guidance as it assists clients in navigating financial decisions across various life stages. A recent development noted is the firm’s ongoing growth as a specialized planning practice within the broader financial services landscape.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Kensington Wealth Partners, Ltd's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Kensington Wealth Partners, Ltd's revenue is estimated to be in the range of $1M - $10M

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