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Cross-Border Expertise KeatsConnelly specializes in cross-border wealth management for Canadian and American clients, offering tailored advice on relocation, tax strategies, and estate planning, making it an ideal partner for clients seeking expert guidance in cross-border financial solutions.

Expansion and Acquisition Having recently sold assets to Cardinal Point Wealth Management, KeatsConnelly has demonstrated growth through strategic transactions, indicating potential opportunities to collaborate with or acquire firms looking to expand their cross-border services.

Niche Market Focus With a concentrated client base in North America and a niche service offering, the company presents a tailored opportunity to target wealthy Canadians and Americans planning to move or invest across borders, emphasizing personalized, conflict-free advisory services.

Technology Enablement Utilizing a robust technology stack including WordPress, Marketo, and analytics tools, KeatsConnelly is positioned to leverage digital marketing and automation to attract and engage high-net-worth clients interested in cross-border financial planning.

Financial Strength Generating revenue between $25 million and $50 million with a dedicated team, KeatsConnelly signals a financially stable platform that can support expanding service offerings or forming strategic partnerships in the cross-border wealth management segment.

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 North 32nd Street Suite 100 Phoenix, Arizona 85018 United States. The company has employees across 4 continents, including North AmericaEuropeAfrica.

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 February 2026, 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 February 2026, KeatsConnelly - Cross Border Wealth Management has approximately 11 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include President And Financial Advisor: T. C.Owner And Founder: R. K.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

Investment ManagementArizona, United 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 North 32nd Street Suite 100 Phoenix, Arizona 85018 United States
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
    T. C.
    President And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K.
    Owner And Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Director Of Business Development
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Director Of Technology
    Phone icon
    Mobile Phone

Employee Directory

  • 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
  • Stylized image of a person
    J. H.
    Paraplanner
    Phone icon
    Mobile Phone

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