# KB Financial Companies

KB Financial Companies is a Multi Family Office based in Princeton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Princeton, United States
- **Region:** North America
- **Address:** 300 Carnegie Center Drive, Suite 240, Princeton, NJ 08540
- **Founded:** 1983
- **Assets under management:** 1.3B (Altss estimate)
- **Website:** kbfinancialcompanies.com
- **LinkedIn:** https://www.linkedin.com/company/kbfinancial

## Regulatory record

- **Reports private funds:** No

## About

KB Financial Companies was founded in 1983 by James Kaplan and William Damora. The firm provides integrated wealth management, tax and estate planning, insurance solutions, and corporate advisory services to families and business owners across the United States. The firm deploys capital through direct co-investments, SPVs, private equity, hedge funds and private credit. Confirmed positions include a board seat at Miami International Holdings. Mark I. Massad serves as a trusted consultant to the Board of Directors of Allentown Holdings. Geographic focus centers on North America with indicated exposure to Asia. The firm also manages a luxury asset portfolio that includes aircraft, artwork and boats. Assets under management stand at $1.3B. The firm maintains three offices and employs multidisciplinary teams that coordinate investment, planning and M&A needs. OneDigital acquired the firm in September 2022. KB Foundation, established in 2017, directs giving toward youth education and mentoring programs in Philadelphia. The firm operates as a multi-family office that retains an active corporate advisory practice. This structure allows it to advise clients on liquidity events and business succession while managing their personal and family capital through the same platform.

## Sectors

- Industrial Tech
- Mobility & Transportation
- Supply Chain & Logistics
- Healthcare Services
- FinTech
- AgriTech & FoodTech

## Offices

- Jackson Hole, WY
- Miami, FL

## People

- James Kaplan — Co-Founder and co-CEO
- William Damora — Co-Founder and Vice President of Wealth Management
- Richard S. Rankin — Managing Director of Corporate Finance
- Mark I. Massad — Senior Managing Director
- Mark E. Thielmann — Managing Director of Corporate Advisory

## Questions

### Who runs investment decisions at KB Financial Companies?

James Kaplan serves as co-CEO and co-founder alongside William Damora. Richard S. Rankin leads corporate finance while Mark E. Thielmann handles corporate advisory.

### Does KB Financial Companies participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs. It also allocates to private equity, hedge funds and private credit vehicles.

### What investment stages does KB Financial Companies typically target?

The firm covers early-stage seed and start-up opportunities as well as expansion, late-stage, mezzanine and general venture investments.

### How is KB Financial Companies related to OneDigital?

OneDigital acquired KB Financial Companies in September 2022 and now operates it as a strategic wealth management platform.

### Does KB Financial Companies maintain philanthropic structures?

Yes. KB Foundation was established in 2017 and focuses on youth education, leadership and mentoring programs in Philadelphia.

### What is KB Financial Companies posture on co-investments alongside external GPs?

The firm maintains a direct deal program and takes board seats in operating businesses. It coordinates these investments with client family office services.

## Related profiles

- [Seattle Foundation](https://altss.com/profile/seattle-foundation)
- [1693 Management Company](https://altss.com/profile/1693-management-company)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/kb-financial-companies-llc

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