When was Kendall Capital founded?

Kendall Capital was founded in 2012.

Where is Kendall Capital located?

Kendall Capital is headquartered in Rockville, United States.

How many employees does Kendall Capital have?

As of Aug 31, 2026, the latest employee count at Kendall Capital is 11.

Where does Kendall Capital rank among its competitors?

Kendall Capital ranks 96th amongst 3803 active competitors, of which 42 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Ascensus, which secured an undisclosed amount in Aug, 2026.

Who are the top competitors of Kendall Capital?

Kendall Capital's top competitors include MassMutual, Ascensus and Jackson. Among them, Ascensus secured the most recent funding round in August, 2026.

Kendall Capital - 2026 Company Profile & Competitors

Company Details

Fee-only fiduciary wealth management, financial planning for middle-class millionaires. The firm provides personalized advice, investment management, retirement planning, and estate planning strategies. They focus on helping clients achieve their financial aspirations through tailored financial advice. They offer services like wealth management, financial planning, and investment management. They collaborate with tax advisors and estate attorneys. They provide resources like books, insights, and videos on financial planning and tax laws. They offer financial planning and investment management services. They also offer monthly newsletter, full of insights, analysis, and updates from financial planning experts.

Website: kendallcapital.com
Social

Key Metrics

Founded Year

2012

Location

Rockville, United States

Stage

Unfunded

Ranked

96^th among 3803 active competitors

Employee Count

11 as on Aug 31, 2026

Investment & Acquisitions

365 Finance

Similar Companies

Sea & 10568 more

View Kendall Capital's full profile

Kendall Capital has not raised any funding rounds yet.

Kendall Capital's employee count trend

Kendall Capital has 11 employees as of Aug 26. Here is Kendall Capital's employee count trend over the years:

Employee count trend for Kendall Capital

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Top competitors of Kendall Capital include MassMutual, Ascensus and Jackson. Here is the list of Top 10 competitors of Kendall Capital, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	MassMutual 1851, Springfield (United States), Funding Raised	Mutual life insurance company	-	GIC, Darby Overseas Investments & 1 others	72/100
2nd	Ascensus 1980, Dresher (United States), Acquired	Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments	-	Atlas Merchant Capital, GIC & 2 others	71/100
3rd	Jackson 1961, Lansing (United States), Public	Retirement based investment management firm	$510M	Athene, Kestra	66/100
4th	Wolters Kluwer 1836, Alphen Aan Den Rijn (Netherlands), Public	Provider of software, information, and service solutions for professional industries	-	Aimforthemoon, Capricorn Partners	65/100
5th	Pacific Life 1868, Newport Beach (United States), Late Stage	Insurance company	$2.11B	-	65/100
6th	Point Digital Finance 2015, Palo Alto (United States), Series C	Online home equity loans platform	$246M	Andreessen Horowitz, Financial Solutions Lab ... & 21 others	65/100
7th	Voya Financial 1999, New York City (United States), Public	Provider of pension fund for the employees based out of the US	-	-	64/100
8th	American Family Insurance 1927, Madison (United States), Funding Raised	Personal & business insurance provider	-	-	63/100
9th	Athene 2009, West Des Moines (United States), Acquired	Retirement services provider	$1.13B	Apollo Global Management, Cohesive Capital ... & 3 others	62/100
10th	Kroll 1932, New York City (United States), Acquired	Provider of financial and risk advisory solutions	-	Permira, Freeman Spogli & 1 others	62/100
96th	Kendall Capital 2012, Rockville (United States), Unfunded	Fee-only fiduciary wealth management, financial planning for middle-class millionaires	-	-	41/100