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) 704-5111Website
www.keelpoint.comRevenue
$16.3 MillionIndustry
ZI Rank: 3
Signal Type
Dec
Jan
Feb
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Apr
May
ZI Rank
2
2
2
2
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3
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 Org Chart
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Company Profile Activity
Activity Insights
Keel Point is experiencing very low activity levels compared to other companies in the Finance sector.
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Keel Point financials insights
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2020
Debt
$1M
Keel Point Tech Stack
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Most Recent Scoops
Open Position
Promotion
Executive Move
Keel Point has announced that Joseph Moore has been promoted to the role of Chief Wealth Officer.
Promotion
Executive Move
Keel Point has announced that Jason Blount has been promoted from Director, Accounting to the role of Chief Financial Officer.
Open Position
Keel Point is currently seeking an Director, Values Based Investments. (Huntsville, AL)
Facilities Relocation / Expansion
Facilities Relocation/Expansion
Keel Point News & Media
Keel Point Receives ESGR Pro Patria Award
Keel Point recently received an ESGR Pro Patria Award for their ongoing support to Wealth Advisor and Navy Reservist, Michael Stanley, Jr., MBA, CExP™. HUNTSVILLE, AL, UNITED STATES, February 15, 2023 /EINPresswire.com/ -- Keel Point recently received …Veriti Management Unveils New User Interface: Console
BOSTON--(BUSINESS WIRE)-- #DirectIndexing--Veriti Management Unveils Console, A New UI Redefining the User Experience for Direct Indexing Clients, Enabling Greater Customization at ScaleKeel Point Announces Clint Ward as New Chief Compliance Officer
HUNTSVILLE, Ala., Sept. 16, 2020 /PRNewswire/ -- Keel Point, a wealth management firm and multi-family office which focuses on helping clients invest with a purpose, announced today that Clint Ward, former CCO at CIBC Private Wealth Management, has joined the firm as Chief Compliance...Doug Andre joins Keel Point as Family Office Counsel
VIENNA, Va., Jan. 21, 2020 /PRNewswire/ -- Keel Point, a wealth management firm and multi-family office which focuses on helping clients invest with a purpose, announced today that Doug Andre, the former tax and estate planning partner at Ivins, Phillips & Barker, has joined the firm's...
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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... Read More
