Important Disclosures: https://www.keelpoint.com/social-media-disclosure Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than eighty dedicated team members in seven offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom-tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
View Top Employees from Keel PointWebsite | http://www.keelpoint.com |
Revenue | $16 million |
Funding | $1 million |
Employees | 104 (104 on RocketReach) |
Founded | 2003 |
Address | 100 Church St. SW Suite 500, Huntsville, Alabama 35801, US |
Phone | (256) 704-5111 |
Fax | (256) 704-5110 |
Technologies |
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Industry | Financial Services, Finance General, Consulting, Other Financial Services, Finance |
Web Rank | 6 Million |
Keywords | Keel Point, Keel Point Capital |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
Looking for a particular Keel Point employee's phone or email?
The Keel Point annual revenue was $16 million in 2024.
David Parks is the Founder and Executive Chairman of Keel Point.
104 people are employed at Keel Point.
Keel Point is based in Huntsville, Alabama.
The NAICS codes for Keel Point are [52, 5239, 52393, 523].
The SIC codes for Keel Point are [628, 62].