Overview
Location
United States
Employees
51-200
Founded date
2008
Mentions in press and media 23
| Date | Title | Description |
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| Aug 31, 2026 | Kingsview Partners Receives Investment From FTV Capital | Kingsview Partners, a Grants Pass, OR-based provider of an integrated wealth management platform and independent Registered Investment Advisor (RIA), received a growth investment from FTV Capital. The amount of the deal was not disclosed. T... |
| Apr 5, 2024 | Kingsview Partners Welcomes Wealth Managers | Partners Greer Ducker, Jeff Champigny, Lisa Rosenberg in Greensboro, NC | Former Edward Jones Advisors Specialize in Multigenerational Family Wealth We're very excited to have Greer, Jeff, & Lisa join us. Their arrival marks an exciting new chapter; their combined experience & client-focused approach comp... |
| Mar 1, 2024 | Kingsview Partners Welcomes Wealth Manager Ralph M. Brooks, Jr., CFP® | Former Edward Jones Advisor Opens Kingsview Partners Office in Braselton, Georgia At Kingsview Partners, we believe in safeguarding and enhancing the financial well-being of our clients, and Ralph exemplifies that philosophy through his wor... |
| Feb 29, 2024 | Kingsview Wealth Management Named to PSN Top Guns List of Best Performing Strategies for 4Q 2023 | Quarterly PSN Top Guns List Published by Zephyr Identifies Best-In-Class Separate Accounts, Managed Accounts, and Managed ETF Strategies We're proud to receive this recognition from the PSN Top Guns List, which highlights our commitment to ... |
| Feb 20, 2024 | Kingsview Partners Welcomes Wealth Managers Shannon Avery and Kolby J. Madsen | Former Edward Jones Advisors Join Kingsview Partners in Greensboro, NC Kingsview Partners is excited to welcome Shannon and Kolby. Their commitment to integrity, transparency and client success makes them an ideal fit for our team.” — Sean ... |
| Oct 26, 2023 | Wealth Manager Keith Demetriades, CFP®, Celebrates Grand Opening and Client Appreciation Event in Pampa, Texas | Keith Demetriades Kingsview Partners Redefines Financial Services in Pampa Witnessing the strong community support for Keith underscores his standing as a Wealth Manager and demonstrates how Kingsview is playing a pivotal role in redefining... |
| Jul 20, 2023 | Kingsview Partners Welcomes Wealth Managers Kent Bowen, Ashby Dawson, and Trevin Bowen | Former Edward Jones Advisors Open Kingsview Partners Office in Amarillo, Texas Kent, Ashby and Trevin bring vast knowledge and experience to Kingsview Partners, and we couldn't be more pleased to welcome these wealth managers.” — Kingsview ... |
| Jul 3, 2023 | Kingsview Partners Welcomes Wealth Manager Harold Wenger, Jr. | Former Raymond James Advisor Opens Kingsview Partners Office in Lancaster, Pennsylvania Harold's remarkable career and dedication make him an invaluable addition to the Kingsview team; his wealth management strategies will further empower i... |
| Jun 9, 2023 | Kingsview Partners Welcomes Wealth Manager Keith Demetriades | Former Edward Jones Advisor Opens Kingsview Partners Office in Pampa, Texas We are pleased to welcome Keith Demetriades to our team; his vast expertise and steadfast commitment to client education aligns with our mission to offer comprehens... |
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FAQ about Kingsview Partners
When was Kingsview Partners founded?
Kingsview Partners was founded in 2008.
What has the press written about Kingsview Partners?
Parsers VC has collected 23 articles mentioning Kingsview Partners, among them “Kingsview Partners Receives Investment From FTV Capital” (Aug 31, 2026) and “Kingsview Partners Welcomes Wealth Managers | Partners Greer Ducker, Jeff Champigny, Lisa Rosenberg in Greensboro, NC” (Apr 5, 2024).
Is Kingsview Partners still active?
Yes, Kingsview Partners is active; its latest activity on Parsers VC dates from Aug 31, 2026.