Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Deal Origination Executive Search For Sales Teams Corporate Development For Founders For Agencies For Investors Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact Pricing
Login Start Free
Keel Point logo — Invest in Your Purpose

Keel Point

Invest in Your Purpose

Founded 2003 United States Huntsville, United States 81 employees Financial Services, IT

General Information

Company Name Keel Point
Founded Year 2003
Location United States Huntsville, United States +6
Employees 81
Industries Financial Services, IT
Social

Get notified when Keel Point moves

Funding, new markets, leadership changes, hiring surges — one e-mail, only when something happens.

Free · no account needed

About Keel Point

Keel Point is a Financial Services startup founded in 2003 in the United States. The company's slogan, "Invest in Your Purpose," embodies its mission of empowering families to use their wealth as a force for good. Keel Point serves as a community of families striving to make a positive impact on their family and community through financial empowerment. The startup offers a range of services, including financial and strategic advice tailored to families at different stages of wealth accumulation, as well as investment management to help clients achieve their financial aspirations. With a team of over eighty dedicated members across seven offices, Keel Point provides extensive expertise in life planning, investment management, tax and estate design, leadership, giving, and business operations. What sets Keel Point apart is its personalized approach, leveraging a coordinated team effort and global sophistication to offer bespoke solutions to clients. The team members possess a diverse range of credentials, including Ph.D., CFP®, MBA, CPA, CFA, and JD, showcasing the depth of expertise within the organization. While specific details about the latest investment or investors are not available, Keel Point's commitment to empowering families with financial guidance and wisdom highlights its potential as an impactful player in the financial services industry.

Taxonomy: Wealth Management, Financial Planning, Investment Management, Tax Planning, Estate Planning, Family Office, Multi-Generational Wealth, Family Governance, Philanthropy, Global Wealth, Financial Advisory, Life Planning, Financial Strategy, Advisory Firm, Client-Centric Approach

No funding data available for Keel Point yet.

Get notified when Keel Point raises funding

Keel Point Alternatives & Competitors

Keel Point vs
Waldron Private Wealth
Waldron Private Wealth United States

Simplifying Wealth. Simplifying Life.

82 employees
Financial Services, Wealth Management
Keel Point vs
Cardinal Point Wealth Management
Cardinal Point Wealth Management Canada

Your Canada-U.S. Cross-Border Financial Advisor

31 employees
Finance, Financial Services
Keel Point vs
Waterfield Advisors
Waterfield Advisors India

Independent Multi-Family Office and Wealth Advisory firm, providing holistic advice aligned with the...

Series B
140 employees
Finance, Financial Services

FAQ About Keel Point

Invest in Your Purpose
Keel Point was founded in 2003.
Keel Point is headquartered in Huntsville, United States.
Keel Point operates in the following industries: Financial Services, IT.
Keel Point has approximately 81 employees.
Top alternatives and competitors to Keel Point include Waldron Private Wealth, Cardinal Point Wealth Management, Waterfield Advisors, Journey Beyond Wealth, Brandywine Oak Private Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Keel Point and Waldron Private Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Don't just browse. Track.

Signal Tracker monitors Keel Point and millions of companies for funding rounds, hiring surges, product changes, and 40+ signal types — so you never miss an opportunity.

Start Tracking — Free

One analytics cookie (Google Analytics). Cookie Policy