Keel Point

Financial ServicesAlabama, United States51-200 Employees

Keel Point is a financial services firm focused on private wealth management and family office services, delivering tailored guidance to families across generations. It offers an integrated suite of services, including life planning, investment management, and tax and estate design, with strategies aimed at helping clients achieve their long-term financial goals. Its client base ranges from families just starting out to those with multi-generational wealth, emphasizing customized, coordinated solutions. Headquartered in Huntsville, Alabama, the firm operates across multiple offices with a team drawn from a range of professional backgrounds.

Positioned within the private wealth management and family office sector, Keel Point combines investment expertise with life planning and governance-oriented services to support comprehensive wealth management. In 2024, the firm announced a strategic partnership with Eagle Venture Fund, reflecting collaboration beyond traditional wealth management activities.

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