KCA Wealth Management
Finance · 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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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
KCA Wealth Management News & Media
KCA Wealth Management Expands Financial and Retirement Planning Resources
The firm, which is Central Pennsylvania's only three-time award-winning team for three years in a row*, adds investment committee, tax planning services and more CAMP HILL, Pa., Nov. 10, 2022 /PRNewswire/ -- KCA Wealth Management (KCA), a holistic wealth and life management services firm...KCA Wealth Management Works with EVERFI to Bring Financial Literacy Education to Central Pennsylvania Students
To Celebrate Financial Literacy Month, the Wealth Management Firm Encourages Administrators and Parents to Utilize EVERFI's Financial Resources CAMP HILL, Pa., March 29, 2022 /PRNewswire/ -- KCA Wealth Management (KCA), a holistic financial planning firm serving Central Pennsylvania with...KCA Wealth Management Receives Three Community Awards for Second Year in a Row
CAMP HILL, Pa., Aug. 19, 2021 /PRNewswire/ -- KCA Wealth Management, a holistic financial planning firm serving Central Pennsylvania with office locations in Camp Hill, Hershey and Carlisle, announces that for the second year in a row, it has been recognized by three prestigious...KCA Wealth Management Launches Virtual Educational Courses on Financial, Tax and Estate Planning Topics for the Public
CAMP HILL, Pa., July 20, 2021 /PRNewswire/ -- KCA Wealth Management, a holistic financial planning firm serving Central Pennsylvania with office locations in Camp Hill, Hershey and Carlisle, announces the launch of its summer 2021 educational courses to help residents better manage their...
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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
