KCA Wealth Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
3806 Market St Ste 1, Camp Hill, Pennsyl...Phone Number
(717) 774-7080Website
www.kcawealth.comRevenue
$6.3 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About KCA Wealth Management
KCA Wealth Management specializes in comprehensive financial planning services, including retirement income planning, investment planning, risk management, estate and trust planning, and tax planning. The firm aims to help successful individuals protect and preserve their financial future through tailored strategies and ongoing support. With over 150 years of combined experience, KCA is dedicated to building long-term relationships with clients and guiding them toward financial freedom. Their services are designed for individuals seeking to fill gaps in their financial plans and achieve their life goals.Explore more
KCA Wealth Management Org Chart
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Compare Similar Companies to KCA Wealth Management
Compare insights from companies similar to KCA Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
KCA Wealth Management
$6.3M
11-50
Private
-
2015
AH
Arild HolmChief Investment Officer, Investment & Committee Member
Company Profile Activity
Activity Insights
KCA Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
KCA Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about KCA Wealth Management.
KCA Wealth Management Tech Stack
A closer look at the technologies used by KCA Wealth Management
Most Recent Scoops
Project
KCA Wealth Management is considering the purchase of solutions related to sales intelligence such as Informa TechTarget Priority Engine.
Spending/Investment, Business Intelligence, Sales, Sales Technology
Project
KCA Wealth Management has shown an interest in procuring solutions related to employee experience management such as Qualtrics Employee Experience, Spidergap.
Spending/Investment, Employee Engagement, Employee Relations
Project
KCA Wealth Management is planning to procure Badger Maps, Inzant Sales, Troop Messenger, Zeplin, Shift, ReachMail to provide solutions related to field sales, collaboration and productivity, email marketing.
Digital Marketing, Spending/Investment, Collaboration/Web Apps, Sales, Email, Employee Relations, Messaging, Field /Outside Sales, Marketing Operations
Project
KCA Wealth Management is considering the purchase of solutions related to tag management such as Google Tag Manager, CloverDX Platform.
Spending/Investment, Website, IoT, Content Management, Social Media, Customer Experience
Project
Spending/Investment, Website, IoT, Content Management, Social Media, Customer Experience
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Frequently Asked Questions Regarding KCA Wealth Management
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KCA Wealth Management specializes in comprehensive financial planning services, including retirement income planning, investment planning, risk management, estate and trust planning, and tax planning. The firm aims to help successful individuals protect and preserve their financial future through tailored strategies and ongoing support. With over 1... Read More
