Kilter Group
Wealth and financial management for business owners, high-income professionals and families in the US
Highlights
- New on EvolcAdded 2026-11-13
About Kilter Group
Kilter Group is a financial management firm that handles clients' financial decisions, including investment accounts, retirement accounts, tax minimization, life, health and disability insurance, banking, cash-flow management and business exit planning. It also offers family-office-style CFO services and access to alternative investments such as private credit, Delaware Statutory Trusts and private equity secondaries for qualified clients.
Clients include business owners, high-income professionals, athletes and entertainers, doctors and lawyers, finance and tech workers, and families with generational wealth. The firm works with clients on advisory and management engagements, and it provides a planning platform that aggregates a client's accounts, transactions and projections in one view, updated daily and connected to more than 60,000 institutions.
The company is registered as Kilter Group LLC with a mailing address in Rhinebeck, New York. It describes its team as remote and is hiring for two remote US roles: Wealth Advisor and Client Service Executive, Wealth Management.
Product: Comprehensive financial management and family-office-style planning, alternative investment access, and a client account aggregation platform.
Jobs at Kilter Group
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.