Keel Point Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Keel Point's estimated annual revenue is currently $23.1M per year.(i)
  • Keel Point's estimated revenue per employee is $210,000

Employee Data

  • Keel Point has 110 Employees.(i)
  • Keel Point grew their employee count by 4% last year.

Keel Point's People

NameTitleEmail/Phone
1
Founder and Executive ChairmanReveal Email/Phone
2
CEOReveal Email/Phone
3
Chief Economic AdvisorReveal Email/Phone
4
Chief Financial OfficerReveal Email/Phone
5
Chief Wealth Officer, Senior Family Office CounselReveal Email/Phone
6
Family Wealth DirectorReveal Email/Phone
7
Director Information TechnologyReveal Email/Phone
8
Director OperationsReveal Email/Phone
9
Compliance DirectorReveal Email/Phone
10
Chief Operating Officer, Chief Compliance Officer & Leadership Team MemberReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M1516%N/AN/A
#2
$4.1M2812%N/AN/A
#3
$13.2M7214%N/AN/A
#4
$121M461-32%N/AN/A
#5
$47.6M20618%N/AN/A
#6
$14M74-27%N/AN/A
#7
$10.4M550%N/AN/A
#8
$10.2M548%N/AN/A
#9
$25.2M12054%N/AN/A
#10
$149.1M56810%N/AN/A
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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/A

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Total Funding

110

Number of Employees

$23.1M

Revenue (est)

4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Keel Point News

2022-04-20 - Duke men's basketball's Trevor Keels declares for 2022 NBA ...

After much speculation, freshman guard Trevor Keels has announced his ... He scored a team-high 25 points in Duke's season-opening win...

2022-04-19 - Retirement Industry People Moves

Prior to Ashoka, Yea was an adviser and CFO at Keel Point, an SEC-registered investment advisory and financial planning firm.

2022-04-17 - CFP Board Appoints Kevin Yea as Chief Financial Officer

Prior to Ashoka, Yea was an advisor and CFO at Keel Point, a SEC-registered investment advisory and financial planning firm.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$36.3M1106%N/A
#2
$32.5M1126%N/A
#3
$34.8M1139%N/A
#4
$28.7M1139%N/A
#5
$30.8M114-2%N/A