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

KeatsConnelly - Cross Border Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Cross-border unmet demand Untapped market of Canadians and Americans seeking cross-border relocation, work or investments. Opportunity to offer integrated wealth, tax and estate planning alongside investment management to a niche yet sizable client segment.

Wealth management niche Largest cross-border wealth firm in North America with a fee-only model. Sales angle: emphasize conflict-free advisory, holistic planning, and multi-jurisdiction expertise to attract high-value clients and referrals.

Regional presence Offices in Phoenix, Boynton Beach and Calgary plus Canadian subsidiary. Potential to upsell cross-border services to existing regional clients and leverage local footprints for targeted marketing in US and Canada.

Acquisition momentum Past asset sale to Cardinal Point Wealth Management signals strategic consolidation opportunities. Sales teams can explore cross-sell of assets, client transitions, and integration services to firms with similar footprints.

Tech and branding lean Utilizes standard marketing and web tech; potential to upsell modernization for client onboarding and digital asset management. Leverage Marketo and data enablement to drive targeted cross-border campaigns and lifecycle engagement.

KeatsConnelly - Cross Border Wealth Management Tech Stack

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

RSS

Content Management System

easyDNS

Domain Name Services

Google Fonts API

Font Scripts

JSON-LD

Javascript Frameworks

Really Simple Discovery

Miscellaneous

Office 365

Office Suites

Sitelinks Search Box

Web Tools And Plugins

Marketo Forms

Widgets

KeatsConnelly - Cross Border Wealth Management Email Formats	Example	Percentage
FirstL@keatsconnelly.com	JohnD@keatsconnelly.com	92%
Last@keatsconnelly.com	Doe@keatsconnelly.com	8%

KeatsConnelly - Cross Border Wealth Management Email Formats

Example

Percentage

FirstL@keatsconnelly.com

JohnD@keatsconnelly.com

92%

Last@keatsconnelly.com

Doe@keatsconnelly.com

Frequently Asked Questions

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

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?

KeatsConnelly - 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?

As of July 2026, KeatsConnelly - Cross Border Wealth Management's annual revenue is estimated to be $25M - $50M.

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

KeatsConnelly - Cross Border Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

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

As of July 2026, KeatsConnelly - Cross Border Wealth Management has approximately 11 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Owner: J. N.Director Of Technology: M. C.Individual Account Operations Associate: M. U.. Explore KeatsConnelly - Cross Border Wealth Management's employee directory with LeadIQ.

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

KeatsConnelly - Cross Border Wealth Management operates in the Investment Management industry.

What technology does KeatsConnelly - Cross Border Wealth Management use?

KeatsConnelly - Cross Border Wealth Management's tech stack includes RSSeasyDNSGoogle Fonts APIJSON-LDReally Simple DiscoveryOffice 365Sitelinks Search BoxMarketo Forms.

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

KeatsConnelly - 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?

KeatsConnelly - Cross Border Wealth Management was founded in 1990.

KeatsConnelly - Cross Border Wealth Management

Investment ManagementArizona, United States11-50 Employees

KeatsConnelly - Cross Border Wealth Management is an investment management firm that focuses on Canadians and Americans pursuing a cross-border lifestyle. It provides guidance on how to move, work, or invest in the United States, and covers cross-border planning topics such as minimizing Canadian exit tax, managing RRSPs, cross-border estate planning, and US-Canada tax planning and preparation, alongside investment management. The firm operates on a fee-only model to align client interests and reduce potential conflicts of interest.

Based in Phoenix, Arizona, it maintains offices in Boynton Beach, Florida, and Calgary, Alberta, and has a Canadian subsidiary that offers portfolio management in BC, AB, and ON. A separate entity provides cross-border tax and accounting services.

Insights

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