We are dedicated to teaching financial advisors, bankers, wealth managers, and investment firms how to effectively attract and retain more women and couple clients. Kathleen Burns Kingsbury, the founder of KBK Wealth Connection, has more than two decades of experience empowering women, working with couples and money, and educating professionals. Whether it's a keynote presentation, financial advisor-training program, or consultation, you can be assured that our work is based on a solid understanding of financial psychology and gender research. At KBK Wealth Connection, we have a commitment to help you grow your business by making sure you are providing a high-quality client experience to all the women, couples, and families you serve.
| Website | http://www.kbkwealthconnection.com |
| Revenue | $10 million |
| Employees | View employees |
| Address | PO Box 1006, Waitsfield Common, Vermont 05673, US |
| Phone | +1 802-496-2572 |
| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Edge, TD Ameritrade, Edward Jones, Financial Services Company, Raymond James, LPL Financial, Prudential Financial +38 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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KBK Wealth Connection Questions
The KBK Wealth Connection annual revenue was $10 million in 2026.
KBK Wealth Connection is based in Waitsfield Common, Vermont.
The NAICS codes for KBK Wealth Connection are [5239, 52393, 523, 52].
The SIC codes for KBK Wealth Connection are [628, 62].
