Winged Keel Group
Insurance · New York, United States · 51-200 Employees
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Overview
Headquarters
60 E 42nd St Fl 44, New York City, New Y...Phone Number
(212) 527-8000Website
www.wingedkeel.comRevenue
$70.1 MillionIndustry
ZI Rank: 8
Signal Type
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ZI Rank
4
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8
About Winged Keel Group
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., and Houston, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities.Explore more
Winged Keel Group Org Chart
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Winged Keel Group is experiencing very low activity levels compared to other companies in the Insurance sector.
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Winged Keel Group financials insights
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2020
Debt
$1M
Winged Keel Group Tech Stack
A closer look at the technologies used by Winged Keel Group
Most Recent Scoops
Open Position
Open Position
New Hire
Executive Move
Executive Moves, New Hire
Hiring Plans
Winged Keel Group has more open roles in Sales than it has had at any time in the past 12 months.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Winged Keel Group News & Media
Winged Keel Group Appoints Tricia Michaels, CFO, Expanding Leadership Team to Drive ...
NEW YORK, October 27, 2025--Winged Keel Group ("Winged Keel") today announced the appointment of Tricia Michaels to the role of Chief Financial Officer (CFO). Michaels, who is based in Winged Keel’s Boston office, brings extensive CFO experience across high-growth businesses and will be instrumental as the firm continues to scale its business and enhance operational excellence.Winged Keel Group Furthers Market Expansion with Acquisition of MBW Group
NEW YORK--(BUSINESS WIRE)--Winged Keel Group (“Winged Keel”) today announced its continued national expansion with the acquisition of MBW Group and opening of its Minneapolis office. The acquisition represents another strategic step forward in the firm’s continued growth as the premier national platform for the structuring, implementation, and administration of high-end life insurance. The new Winged Keel Minneapolis office will be led by Principals Jeffery W. Bird and David A. Wischmeier and cWinged Keel Group Continues its Accelerated Growth with the Acquisition of BryanMark Group, Furthering its Market Expansion
NEW YORK--(BUSINESS WIRE)--Winged Keel Group (“Winged Keel”) today announced the acquisition of BryanMark Group, a St. Louis-based provider of life insurance solutions to affluent and ultra-affluent clients. This transaction follows the announcement of GTCR’s strategic investment in Winged Keel in early 2025 to accelerate its growth trajectory and ongoing efforts to build the premier destination for distinguished life insurance advisors and their clients. As part of the acquisition, BryanMark G
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Frequently Asked Questions Regarding Winged Keel Group
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Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra high net worth families. With offices in New York, San Francisco, Boston, Richmond, Washington, D.C., and Houston, the firm specializes in the structuring and ad... Read More
