{
  "slug": "kelly-insurance-investments-inc-kelly-financial-advisors-llc",
  "name": "Kelly Insurance & Investments, Inc. Kelly Financial Advisors, Llc",
  "description": "Kelly Insurance & Investments, Inc. and Kelly Financial Advisors, LLC are national boutique private wealth, employee benefits and risk management firms that service high-net-worth individuals and corporate executives in all aspects of their financial lives. They offer sound financial planning, retirement planning, and asset protection.",
  "url": "https://optimly.ai/brand/kelly-insurance-investments-inc-kelly-financial-advisors-llc",
  "websiteUrl": "https://getkbi.com/",
  "logoUrl": "https://logo.clearbit.com/getkbi.com",
  "baiScore": 55,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-14T07:34:51.913Z",
  "verifiedVitals": {
    "website": "https://getkbi.com",
    "category": "Financial Services",
    "what_it_does": "Provides private wealth management, employee benefits, risk management, and corporate retirement plans, serving as a one-source shop for financial planning.",
    "primary_audience": "High-net-worth individuals, corporate executives, business owners, affluent individuals, and millennials.",
    "core_product": "Private Wealth Management, Employee Benefits, Risk Management, and Corporate Retirement Plans.",
    "parent_ownership": null
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1790556528886
}