Keel Point Revenue and Competitors
Estimated Revenue & Valuation
- Keel Point's estimated annual revenue is currently $23.1M per year.
- Keel Point's estimated revenue per employee is $210,000
Employee Data
- Keel Point has 110 Employees.
- Keel Point grew their employee count by 4% last year.
Keel Point's People
Name | Title | Email/Phone |
---|---|---|
1 | Founder and Executive Chairman | Reveal Email/Phone |
2 | CEO | Reveal Email/Phone |
3 | Chief Economic Advisor | Reveal Email/Phone |
4 | Chief Financial Officer | Reveal Email/Phone |
5 | Chief Wealth Officer, Senior Family Office Counsel | Reveal Email/Phone |
6 | Family Wealth Director | Reveal Email/Phone |
7 | Director Information Technology | Reveal Email/Phone |
8 | Director Operations | Reveal Email/Phone |
9 | Compliance Director | Reveal Email/Phone |
10 | Chief Operating Officer, Chief Compliance Officer & Leadership Team Member | Reveal Email/Phone |
Keel Point Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $34.9M | 151 | 6% | N/A | N/A |
#2 | $4.1M | 28 | 12% | N/A | N/A |
#3 | $13.2M | 72 | 14% | N/A | N/A |
#4 | $121M | 461 | -32% | N/A | N/A |
#5 | $47.6M | 206 | 18% | N/A | N/A |
#6 | $14M | 74 | -27% | N/A | N/A |
#7 | $10.4M | 55 | 0% | N/A | N/A |
#8 | $10.2M | 54 | 8% | N/A | N/A |
#9 | $25.2M | 120 | 54% | N/A | N/A |
#10 | $149.1M | 568 | 10% | N/A | N/A |
What Is Keel Point?
Keel Point is an advisory firm owned jointly by the families it serves and the professionals who manage it. We were driven by an intense craving to fix what wasn’t working in the planning lives and advisory experiences of established families – rather than accept the status quo. We knew our clients cherished the quality of relationship inherent to a boutique structure.
keywords:N/AN/A
Total Funding
110
Number of Employees
$23.1M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Keel Point News
After much speculation, freshman guard Trevor Keels has announced his ... He scored a team-high 25 points in Duke's season-opening win...
Prior to Ashoka, Yea was an adviser and CFO at Keel Point, an SEC-registered investment advisory and financial planning firm.
Prior to Ashoka, Yea was an advisor and CFO at Keel Point, a SEC-registered investment advisory and financial planning firm.
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $36.3M | 110 | 6% | N/A |
#2 | $32.5M | 112 | 6% | N/A |
#3 | $34.8M | 113 | 9% | N/A |
#4 | $28.7M | 113 | 9% | N/A |
#5 | $30.8M | 114 | -2% | N/A |