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Kingsview Partners received a significant growth investment from FTV Capital to enhance its advisor growth initiatives and expand its service offerings.

PRIVATEAug 27, 2026

Round Type

Venture

Grants PassFinancial ServicesFinance

Investors

FTV Capital

Description

Kingsview Partners, serving over 15,000 households, announced a growth investment from FTV Capital. This partnership aims to accelerate the firm's expansion of advisor initiatives and technology. Kingsview's platform is designed for financial advisors in the independent RIA channel, a rapidly growing segment. The funding will support enhancing client experience and financial planning services.

Who else raised in Financial Services and Finance around the same time

Companies in the same sectors as Kingsview Partners that raised within 45 days of this round, from Fundz verified event records.

  • NeoGrowth raised $8.8M on October 9, 2026.
  • Pave Finance raised $5M (Series A) on October 9, 2026.
  • CID Holdco raised $52M on October 9, 2026.
  • MoneyTruVa raised an undisclosed amount (Seed) on October 8, 2026.
  • Vest Labs raised $13M (Pre-Seed) on October 8, 2026.
  • Meanwhile raised $38M on October 8, 2026.

Who to call at Kingsview Partners, and when

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Company Information

Company

Kingsview Partners

Location

Grants Pass, Oregon, United States

About

Kingsview Partners is an integrated wealth management platform and national independent Registered Investment Advisor (RIA) serving over 15,000 households. The firm has grown into a nationally recognized wealth management entity with more than $10 billion in assets under management. Kingsview supports financial advisors in the independent RIA channel by providing institutional-quality resources that enhance their client service offerings. The company's innovative approach and strong advisor retention have positioned it as a unique player in the wealth management industry.

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Verified contactsSean M., Chief Operations Officer hidden hiddenSee plans and pricing
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Kingsview Partners raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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