March 23, 2017 1:13 AM ET

Professional Services

Company Overview of Kaleido Inc.

Company Overview

Kaleido Inc. provides practice growth agency services to independent financial advisory firms in the United States. It offers management services that include growth strategies, acquisition strategies, business planning techniques, core value creation, internal succession strategies, management structures, mission statements, partnership structures, and vision creation; and client services that include client fee structures, client nurturing processes, client segmentation, client service model development, client service packaging, the creation of client service departments, ideal client profiles, and strategies for transferring client relationships. The company also provides human capital s...

1133 Columbia Street

Suite 102

San Diego, CA 92101

United States





Key Executives for Kaleido Inc.

Chief Executive Officer and President
Compensation as of Fiscal Year 2016.

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Recent Private Companies Transactions

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