Krilogy Financial

Krilogy Financial is a U. S. -based wealth management firm that provides personalized financial planning and advisory services, focusing on helping clients achieve their financial goals through tailored strategies and comprehensive support. Founded in 2009, Krilogy Financial specializes in wealth management and financial planning.

The firm has maintained a consistent focus on client relationships and personalized service since its inception. Krilogy is headquartered in St. Louis, Missouri, and primarily serves clients in the United States, particularly in regions such as Missouri and Texas. Krilogy offers comprehensive wealth management and financial planning services designed to enhance clients' financial clarity and focus on achieving their unique goals.

Their core offerings encompass personalized, data-driven advice that covers a wide spectrum of financial needs including investment management, retirement planning, wealth transfer strategies, and charitable giving. Clients benefit from a dedicated team of advisors who work collaboratively to establish deep relationships and provide tailored guidance. Krilogy serves a diverse client base ranging from individual investors to business owners, primarily within the United States, particularly in regions such as Missouri and Texas. The services focus on ensuring that clients are well-prepared for their financial futures by addressing both immediate financial needs and long-term objectives.

Krilogy's revenue generation is primarily driven by the fees associated with their wealth management and financial planning services, which are structured around client engagement levels and specific service offerings. Transactions typically involve direct relationships with clients, where the firm charges for advisory services based on a percentage of assets under management or through flat fees for planning services. This model enables clients to engage in long-term financial relationships that evolve with their financial situations. Krilogy’s flagship services include investment management and tax planning, which are supplemented by additional offerings through their subsidiary, Krilogy Tax Services, ensuring a holistic approach to financial management.

The firm’s revenue is significantly influenced by the growth of its client base and the overall performance of managed assets. In October 2025, Rise Growth Partners acquired a minority stake in Krilogy Financial, supporting the firm's strategic initiatives. The funding will be utilized to expand Krilogy's service offerings, particularly in enhancing their investment management and tax planning capabilities. Additionally, the firm plans to launch new financial planning products designed for emerging markets, targeting expansion into more regions across the U.

S. by the end of 2026.