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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
Employees 81
Industries Financial Services, IT
Social

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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.

Business keywords: 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.

Keel Point Alternatives & Competitors

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Keel Point vs
Abacus Wealth Partners
Abacus Wealth Partners United States

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Keel Point vs
MARSOCCI, APPLEBY & COMPANY, PA
MARSOCCI, APPLEBY & COMPANY, PA United States

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Keel Point vs
Canopy
Canopy Singapore

Invest Better

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36 employees
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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 Financial Services and IT. Its work centres on Wealth Management, Financial Planning, Investment Management and Tax Planning.
Keel Point has approximately 81 employees.
Top alternatives and competitors to Keel Point include Abacus Wealth Partners, MARSOCCI, APPLEBY & COMPANY, PA, Canopy. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Keel Point and Abacus Wealth Partners 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.

Source: BounceWatch company record for Keel Point, https://bouncewatch.com/company/keel-point, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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