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Specialized Cross-Border Niche KeatsConnelly operates as North America's leading cross-border wealth management firm, presenting a unique opportunity to target Canadian and American expats seeking tailored financial and estate planning solutions which align with their lifestyle and investment needs.

Recent Asset Acquisition The sale of KeatsConnelly's assets to Cardinal Point Wealth Management in 2020 indicates a strategic shift and potential collaboration opportunities for firms interested in expanding or strengthening their cross-border advisory services.

Technology Integration Utilizing a modern tech stack including WordPress, Marketo, and other digital tools, KeatsConnelly demonstrates an emphasis on digital engagement and automation, which can be leveraged to enhance lead generation and client onboarding processes.

Market Focus and Reach With offices in the US and Canada and subsidiaries offering localized services, there are opportunities to develop targeted marketing campaigns aimed at cross-border clients, especially within regions showing increased migration or investment activity.

Financial Scale and Potential With revenues between $25M and $50M and a relatively small team, KeatsConnelly presents potential upselling or partnership opportunities to expand service offerings, deepening client engagement within the cross-border wealth management space.

KeatsConnelly - Cross Border Wealth Management Tech Stack

KeatsConnelly - Cross Border Wealth Management uses 8 technology products and services including WordPress, oEmbed, Google Fonts API, and more. Explore KeatsConnelly - Cross Border Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • oEmbed
    Dev Tools
  • Google Fonts API
    Font Scripts
  • Twemoji
    Font Scripts
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Marketo
    Marketing Automation
  • Marketo Forms
    Widgets

KeatsConnelly - Cross Border Wealth Management's Email Address Formats

KeatsConnelly - Cross Border Wealth Management uses at least 1 format(s):
KeatsConnelly - Cross Border Wealth Management Email FormatsExamplePercentage
FirstL@keatsconnelly.comJohnD@keatsconnelly.com
46%
Last@keatsconnelly.comDoe@keatsconnelly.com
4%
FirstL@keatsconnelly.comJohnD@keatsconnelly.com
46%
Last@keatsconnelly.comDoe@keatsconnelly.com
4%

Frequently Asked Questions

Where is KeatsConnelly - Cross Border Wealth Management's headquarters located?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management's main headquarters is located at 3336 N. 32nd Street, Suite 100 Phoenix, Arizona 85018, US. The company has employees across 4 continents, including North AmericaAsiaAfrica.

What is KeatsConnelly - Cross Border Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact KeatsConnelly - Cross Border Wealth Management's main corporate office by phone at
+1-602-955-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is KeatsConnelly - Cross Border Wealth Management's official website and social media links?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management's official website is keatsconnelly.com and has social profiles on LinkedIn.

How much revenue does KeatsConnelly - Cross Border Wealth Management generate?

Minus sign iconPlus sign icon As of October 2025, KeatsConnelly - Cross Border Wealth Management's annual revenue is estimated to be $5.8M.

What is KeatsConnelly - Cross Border Wealth Management's SIC code NAICS code?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does KeatsConnelly - Cross Border Wealth Management have currently?

Minus sign iconPlus sign iconAs of October 2025, KeatsConnelly - Cross Border Wealth Management has approximately 11 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Founder And Ceo: E. S.President And Financial Advisor: T. C.Owner: J. N.. Explore KeatsConnelly - Cross Border Wealth Management's employee directory with LeadIQ.

What industry does KeatsConnelly - Cross Border Wealth Management belong to?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management operates in the Investment Management industry.

What technology does KeatsConnelly - Cross Border Wealth Management use?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management's tech stack includes WordPressoEmbedGoogle Fonts APITwemojiFont AwesomejQueryMarketoMarketo Forms.

What is KeatsConnelly - Cross Border Wealth Management's email format?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management's email format typically follows the pattern of FirstL@keatsconnelly.com. Find more KeatsConnelly - Cross Border Wealth Management email formats with LeadIQ.

When was KeatsConnelly - Cross Border Wealth Management founded?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management was founded in 1990.
KeatsConnelly - Cross Border Wealth Management

KeatsConnelly - Cross Border Wealth Management

Investment ManagementUnited States11-50 Employees

KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle.  KeatsConnelly provides advice on how Canadians can move, work or invest in the US.  More specifically, we provide advice on how to effectively move across the border, reduce the Canadian exit tax, what to do with your RRSPs, cross-border estate planning, investment management, US-Canada tax planning and preparation; all to improve your cross-border lifestyle.

KeatsConnelly has a subsidiary in Canada that provides portfolio management in Canada (BC, AB and ON).  For more information go to www.keatsconnelly.ca.  KeatsConnelly also has a subsidiary called Cross Border Tax & Accounting to provide US and Canadian tax planning and preparation.  Go to www.cbta.net for more information.

Our offices are in Phoenix, Arizona, Boynton Beach, Florida and Calgary, Alberta Canada.  

The firm's fee-only compensation model enables the company to maintain its philosophy of promoting clients' best at all times, while avoiding any potential conflict of interest with commissions.

Section iconCompany Overview

Headquarters
3336 N. 32nd Street, Suite 100 Phoenix, Arizona 85018, US
Phone number
+1-602-955-****
Website
keatsconnelly.com
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Founded
1990
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    KeatsConnelly - Cross Border Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    KeatsConnelly - Cross Border Wealth Management's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    E. S.
    Founder And Ceo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. C.
    President And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. G.
    Director Of Partnerships
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Director Of Business Development
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    M. C.
    Director Of Technology
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. N.
    Tax Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. D.
    Adminstrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. P.
    Associate Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Marketing Administrator
    Phone icon
    Mobile Phone

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