Keel Point
Likely to Engage tag.Highly Engaged Employees

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
ZI Rank: 3
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
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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's Social MediaPopular SearchesKeel Point LLCKeel PointKeel Point Capital LLCKeel LLCBlue Creek Investment PartnersSIC Code 62,628NAICS Code 52,523Show more

Keel Point Org Chart

PhoneEmail
JB
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Chief Financial Officer

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AA
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HR Chief Operating Officer & Director

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LM
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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Keel Point

$16.3M
51-200
Private
<$5M
2003
JB
Jason BlountChief Financial Officer
$24.3M
51-200
Private
<$5M
2007
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
LN
Lisa NewmanExecutive Vice President & Chief Financial Officer
$5.2M
51-200
Private
-
2005
DM
Daniel MarshallClient Services Associate
<$5M
11-50
Private
-
1998
AD
Amy DanielResearch Analyst
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Keel Point is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Keel Point is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Keel Point.

Keel Point financials insights

Gather financial insights about Keel Point, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$1M

See All Keel Point's Financials Insights

Keel Point Tech Stack

A closer look at the technologies used by Keel Point

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
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Top Finance Companies

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
Who is the CFO of Keel Point?
Keel Point's CFO is Jason Blount
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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