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Keel Point

Company Name

Keel Point

Main Industry

Finance

Website

www.keelpoint.com

Contact Information

Headquarters

100 Church St SW Ste 500, Huntsville, Alabama, 35801, United States

(256) 704-5111

Keel Point Profile and History

Keel Point is an independent investment advisory firm with approximately $2.3 billion assets under management (as of December 31, 2019) that focuses on helping clients to "Invest in their Purpose. Founded in 2003, Keel Point believes in being a catalyst of change for the industry by nurturing and diversifying the next generation of financial advisors. In addition to its primary focus of serving af fluent families, Keel Point works with ultra-high net worth families through its multi-family office division, Keel Point Horizon, and with foundations, endowments, and other institutions. Additionally, the company offers a full suite of outsourced CIO and investment consulting services to advisory firms through Keel Point Asset Management (KPAM). With offices in Washington DC; Nashville and Chattanooga, Tennessee; Huntsville, Alabama; Kansas City, Kansas; and Greenville, North Carolina, Keel Point is invested in the communities as well as the families it serves.

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Keel Point

keel point LLC

Keel Point Capital LLC

Keel Point Insurance Advisors

Keel Point Insurance Advisors LLC

Revenue

$16.1 M

Employees

71

Founded

2003

Funding History

Keel Point raised a total of $1 M in funding over 1 rounds.

Keel Point Executive Team & Key Decision Makers

Name & TitleContact Info
Sandra Stephens
Sandra Stephens

Chief Operating Officer & Chief Financial Officer

❅❅❅❅@keelpoint.com

(256) ❅❅❅-❅❅❅❅

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Lyle Minton
Lyle Minton

Chief Investment Officer

❅❅❅❅@bluecreekip.com

(203) ❅❅❅-❅❅❅❅

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Kimberly Key
Kimberly Key

Chief Compliance Officer

❅❅❅❅@keelpoint.com

(256) ❅❅❅-❅❅❅❅

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Martha Maples
Martha Maples

Director, Client Services

(256) ❅❅❅-❅❅❅❅

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Miriam Boysen
Miriam Boysen

Director, Family Office Service & Senior Cfp Wealth Advisor

❅❅❅❅@keelpoint.com

(703) ❅❅❅-❅❅❅❅

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Camden Nunery
Camden Nunery

Director, Family Wealth

❅❅❅❅@keelpoint.com

(703) ❅❅❅-❅❅❅❅

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Jason Blount
Jason Blount

Director, Accounting

(256) ❅❅❅-❅❅❅❅

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Emily Slattery
Emily Slattery

Director, Family Wealth

❅❅❅❅@keelpoint.com

(202) ❅❅❅-❅❅❅❅

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Scott Jenkins
Scott Jenkins

Director, Information Technology

❅❅❅❅@keelpoint.com

(256) ❅❅❅-❅❅❅❅

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Amanda Ahmed
Amanda Ahmed

Director, Operations

❅❅❅❅@keelpoint.com

(330) ❅❅❅-❅❅❅❅

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Scott Copeland
Scott Copeland

Director, Corporate Services

❅❅❅❅@keelpoint.com

(256) ❅❅❅-❅❅❅❅

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G. Thornett
G. Thornett

Senior Director, Family Wealth

❅❅❅❅@keelpoint.com

(202) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Scott Montes
Scott Montes

Branch Office Supervisor

❅❅❅❅@keelpoint.com

(205) ❅❅❅-❅❅❅❅

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Parker Dean
Parker Dean

Family Office Analyst

❅❅❅❅@keelpoint.com

(703) ❅❅❅-❅❅❅❅

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Molly Allevato
Molly Allevato

Family Office Associate

❅❅❅❅@keelpoint.com

(228) ❅❅❅-❅❅❅❅

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Lauren Peart
Lauren Peart

Family Office Analyst

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Jenna Gowan
Jenna Gowan

Client Service Representative

❅❅❅❅@keelpoint.com

(816) ❅❅❅-❅❅❅❅

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Robert Burleson
Robert Burleson

Senior Wealth Advisor

❅❅❅❅@keelpoint.com

(252) ❅❅❅-❅❅❅❅

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Douglas Andre
Douglas Andre

Family Office Counsel

❅❅❅❅@keelpoint.com

(202) ❅❅❅-❅❅❅❅

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Zac Barnett
Zac Barnett

Investment Operations Analyst

(901) ❅❅❅-❅❅❅❅

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Bart Massey
Bart Massey

Family Office Tax Accountant

(703) ❅❅❅-❅❅❅❅

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Rebecca Williams
Rebecca Williams

Client Services Representative

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Suzanne Allen
Suzanne Allen

Corporate Services Specialist

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Jason Blount
Jason Blount

Director, Accounting

(256) ❅❅❅-❅❅❅❅

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Natinael Kefle
Natinael Kefle

Client Service Representative

(434) ❅❅❅-❅❅❅❅

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Rachel Zurich
Rachel Zurich

Executive Assistant

❅❅❅❅@keelpoint.com

(703) ❅❅❅-❅❅❅❅

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Top Keel Point Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Keel Point.

Programming Languages

(4 Technologies)

Web Analytics

(2 Technologies)

Online Video Platforms

(2 Technologies)

Applicant Tracking Systems

(2 Technologies)

Online Form Builders

(2 Technologies)

Keel Point Email Formats

ParameterSample EmailPercentage

Keel Point Top Competitors

CompanyEmployeesRevenueTop technologies
HBKS Wealth Advisors LLC

HBKS Wealth Advisors LLC

80$30.1 M
Oak Ridge Financial

Oak Ridge Financial

71$17.3 M
JFS Wealth Advisors LLC

JFS Wealth Advisors LLC

50$15.1 M
EP Wealth Advisors LLC

EP Wealth Advisors LLC

86$32.2 M
C&J Wealth Advisors

C&J Wealth Advisors

61$10.2 M

What is Keel Point revenue?

Keel Point revenue is $16.1 M

How many employees does Keel Point have?

Keel Point has 71 employees

Where is Keel Point headquarters located?

Keel Point headquarters are located in 100 Church St SW Ste 500, Huntsville, Alabama, 35801, United States

What are Keel Point’s primary industries?

Keel Point’s main industries are: Finance, Finance, Investment Banking

Who is Keel Point’s CEO?

Keel Point’s CEO is Robert Mayes

What are some additional names or alternative spellings that users use while searching for Keel Point?

Keel Point appears in search results as Keel Point, keel point LLC, Keel Point Capital LLCKeel Point Insurance Advisors, Keel Point Insurance Advisors LLC...See More