Keel Point

Finance · Alabama, United States · 51-200 Employees

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Overview

Headquarters

100 Church St SW Ste 500, Huntsville, Al...

Phone Number

(256) 704-5111

Revenue

$16.3 Million

Industry

Finance Securities Trading

About Keel Point

Keel Point is a financial advisory firm based in Huntsville, AL, specializing in wealth management for private clients, multi-generational families, and institutions. The firm offers tailored strategies and solutions, including private client services, family office support, institutional asset management, and customized employee benefits. With multiple locations across the United States, Keel Point focuses on providing individualized options rather than one-size-fits-all solutions. Their mission is to help clients manage their wealth responsibilities and realize their financial possibilities.Explore more
Keel Point's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Keel Point Org Chart

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Compare Similar Companies to Keel Point

Compare insights from companies similar to Keel Point, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keel Point

$16.3M
51-200
Private
<$5M
2003
AA
Amanda AhmedChief Operating Officer
$46.4M
51-200
Private
<$5M
2008
MD
Maurice DacostaChief Financial Officer
$21.2M
51-200
Private
-
1988
Geoffrey Trzepacz, Chief Operating Officer at Hirtle Callaghan & Co.
Geoffrey TrzepaczChief Operating Officer
$17.3M
51-200
Private
<$5M
1977
$5.2M
51-200
Private
-
2005
CL
Curtis LundFinancial Advisor
<$5M
11-50
Private
-
1998
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Keel Point Tech Stack

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Frequently Asked Questions Regarding Keel Point

What is Keel Point's official website?
Keel Point's official website is www.keelpoint.com
What is Keel Point's Revenue?
Keel Point's revenue is $16.3 Million
What is Keel Point's SIC code?
Keel Point's SIC: 62,628
What is Keel Point's NAICS code?
Keel Point's NAICS: 52,523
How many employees does Keel Point have?
Keel Point has 51-200 employees
What industry does Keel Point belong to?
Keel Point is in the industry of: Finance, Securities Trading
What is Keel Point competition?
Keel Point top competitors include: Hirtle Callaghan & Co., Spartan Capital Securities, Oak Ridge Financial, Consulting Services Group
What companies has Keel Point acquired?
Keel Point has acquired the companies: Hickory Valley Retirement
What technology does Keel Point use?
Some of the popular technologies that Keel Point uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Keel Point?
Keel Point contact info: Phone number: (256) 704-5111 Website: www.keelpoint.com
What does Keel Point do?

Keel Point is a financial advisory firm based in Huntsville, AL, specializing in wealth management for private clients, multi-generational families, and institutions. The firm offers tailored strategies and solutions, including private client services, family office support, institutional asset management, and customized employee benefits. With mul... tiple locations across the United States, Keel Point focuses on providing individualized options rather than one-size-fits-all solutions. Their mission is to help clients manage their wealth responsibilities and realize their financial possibilities.Read More

What are Keel Point social media links?
Keel Point Linkedin page Keel Point Twitter page Keel Point Facebook page
Is Keel Point a public company?
Keel Point is private company therefore does not currently have an official ticker symbol
See more information about Keel Point

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