Klein Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

550 California Ave Ste 330, Palo Alto, C...

Phone Number

(650) 833-0100

Revenue

$5.8 Million

Industry

Finance Real Estate Business Services Securities Trading Project Management
ZI Rank: 1
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
2
1
2
2
2
1

About Klein Financial

Klein Financial Corporation is a real estate investment, development, and consulting firm that specializes in tax-exempt bond multifamily residential development. The company has extensive experience in raising and consulting on approximately $7 billion in financing for public and private real estate projects. Their services include asset management, consultant tax-exempt bond services, direct investment/development, and fund investment. Their intended clients include governmental housing funding organizations and programs.Explore more
Klein Financial's Social MediaPopular SearchesKlein Financial CorpKlein FinancialKlein Capital Solutions IncKlein IIKlein Miller I LLCSIC Code 67,679NAICS Code 52,523Show more

Klein Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Klein Financial

$5.8M
11-50
Private
<$5M
1984
$21.9M
201-500
Public
-
2004
NV
Nguyen Van DatFounder & CEO
$17.9M
51-200
Private
-
2001
$10.6M
11-50
Private
-
1996
DE
Dishna EdirisingheChief Financial Officer
$7.9M
11-50
Private
-
2014
N/A
<$5M
11-50
Private
-
2011
<$5M
1-10
Private
-
2005
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Klein Financial financials insights

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

2020

Debt

$350K

2021

Debt

$423K

See All Klein Financial's Financials Insights

Klein Financial Tech Stack

A closer look at the technologies used by Klein Financial

Most Recent Scoops

Funding
Klein Financial has received an SBA PPP loan in the amount of $423,892 from Wells Fargo Bank resulting in the retention of 28 jobs.
Funding
Klein Financial has received an SBA PPP loan for $350,000-1 million from Wells Fargo Bank.
Funding
Klein Financial Corporation has received an SBA PPP loan for $350,000-1 million from Wells Fargo Bank, National Association.
Funding
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Frequently Asked Questions Regarding Klein Financial

What is Klein Financial's official website?
Klein Financial's official website is www.klein-financial.com
What is Klein Financial's Revenue?
Klein Financial's revenue is $5.8 Million
What is Klein Financial's SIC code?
Klein Financial's SIC: 67,679
What is Klein Financial's NAICS code?
Klein Financial's NAICS: 52,523
How many employees does Klein Financial have?
Klein Financial has 11-50 employees
What industry does Klein Financial belong to?
Klein Financial is in the industry of: Finance, Real Estate, Business Services
What is Klein Financial competition?
Klein Financial top competitors include: Kaliti, Phat Dat, valoRizE, Blue Sky Services
What technology does Klein Financial use?
Some of the popular technologies that Klein Financial uses are: DocuSign, Arbor, Sched, Microsoft 365
How do I contact Klein Financial?
Klein Financial contact info: Phone number: (650) 833-0100 Website: www.klein-financial.com
What does Klein Financial do?

Klein Financial Corporation is a real estate investment, development, and consulting firm that specializes in tax-exempt bond multifamily residential development. The company has extensive experience in raising and consulting on approximately $7 billion in financing for public and private real estate projects. Their services include asset managemen... t, consultant tax-exempt bond services, direct investment/development, and fund investment. Their intended clients include governmental housing funding organizations and programs.Read More

What are Klein Financial social media links?
Klein Financial Linkedin page Klein Financial Facebook page
Who invested in Klein Financial?
Klein Financial has 2 investors including PPP and PPP.
Is Klein Financial a public company?
Klein Financial is private company therefore does not currently have an official ticker symbol
See more information about Klein Financial

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