What departments does Keel Point have?

Keel Point has employees across 5 departments including Finance, Administrative, Operations, Accounting, Customer Success.

What is the largest department at Keel Point?

The largest department at Keel Point is Administrative with 3 employees.

Where are Keel Point employees located globally?

Keel Point has employees across 1 continents and 1 countries including United States Of America.

How has Keel Point's team size changed over time?

Keel Point's team has decreased from approximately 84 to 68 employees based on available data.

Keel Point Employee Directory

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.

Keel Point Global Highlights

North America
135

United States Of America
135

Keel Point's Leadership

J. M.
Chief Wealth Officer
Mobile Phone
Email
S. S.
Chief Economic Advisor
Mobile Phone
Email
M. P.
President
Mobile Phone
Email
D. P.
Founder And Executive Chairman
Mobile Phone
Email
S. S.
Senior Advisor To The President
Mobile Phone
Email
A. D. E.
Principal Owner
Mobile Phone
Email
D. D.
Owner
Mobile Phone
Email
R. P.
Owner
Mobile Phone
Email

Keel Point Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Legal
Entrepreneurship
Other
Finance
Accounting

Contact profiles from Keel Point

Name

Title

Contact Info

Location

Last Update

M. P.
President
Mobile Phone
Email
United StatesKentucky
Jun 02, 2026
J. M.
Chief Wealth Officer
Mobile Phone
Email
United StatesTexas
Nov 12, 2024
D. P.
Founder And Executive Chairman
Mobile Phone
Email
United StatesVirginia
Jun 04, 2026
S. S.
Senior Advisor To The President
Mobile Phone
Email
United StatesColorado
Jul 11, 2024
A. D. E.
Principal Owner
Mobile Phone
Email
May 07, 2025
D. D.
Owner
Mobile Phone
Email
Oct 23, 2024
R. P.
Owner
Mobile Phone
Email
Oct 17, 2024
S. S.
Chief Economic Advisor
Mobile Phone
Email
United StatesVirginia
Apr 28, 2026
J. C.
Senior Family Wealth Director
Mobile Phone
Email
United StatesKansas
Jun 04, 2026
G. S.
Family Wealth Director
Mobile Phone
Email
United StatesGeorgia
Jun 08, 2026

Frequently Asked Questions

What is Keel Point known for?

Keel Point was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 100 Church Street Southwest Suite 500 Huntsville, Alabama 35801 United States; you can contact the main corporate office by phone at

+1-703-807-****

. Explore Keel Point's company overview page for more information.

What is Keel Point's most common email format?

Keel Point employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Keel Point email formats with LeadIQ.

How many employees does Keel Point have currently?

Keel Point has approximately 89 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Keel Point's key employees and leadership?

As of June 2026, Keel Point's key employees include:

Chief Wealth Officer: J. M.
Chief Economic Advisor: S. S.
President: M. P.
Founder And Executive Chairman: D. P.
Senior Advisor To The President: S. S.

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Keel Point Employee Directory

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