What departments does Keel Point have?

Keel Point has employees across 9 departments including Entrepreneurship, Program & Project Management, Operations, Customer Success, Consultant.

What is the largest department at Keel Point?

The largest department at Keel Point is Consultant with 8 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 75 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
130

United States Of America
130

Keel Point's Leadership

A. D. E.
Principal Owner
Mobile Phone
Email
D. D.
Owner
Mobile Phone
Email
R. P.
Owner
Mobile Phone
Email
V. K.
Family Wealth Director
Mobile Phone
Email
J. A.
Family Wealth Manager
Mobile Phone
Email
D. S.
Portfolio Manager
Mobile Phone
Email
C. G.
Senior Investment Operations Manager
Mobile Phone
Email
M. A.
Client Relationship Manager
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

Location

Last Update

D. C.
Senior Wealth Advisor
Mobile Phone
Email
Sep 03, 2026
R. B.
Senior Wealth Advisor
Mobile Phone
Email
Jun 26, 2026
C. R.
Senior Wealth Advisor
Mobile Phone
Email
Jun 08, 2026
G. S.
Principal
Mobile Phone
Email
Oct 22, 2024
R. B.
Senior Wealth Advisor
Mobile Phone
Email
Jun 25, 2026
T. M.
Principal
Mobile Phone
Email
Oct 18, 2024
B. M.
Family Office Tax Accountant
Mobile Phone
Email
Apr 14, 2026
M. M.
Wealth Advisor
Mobile Phone
Email
Sep 03, 2026
E. O.
Customer Service Representative
Mobile Phone
Email
Jun 26, 2026
M. M.
Retired
Mobile Phone
Email
Aug 28, 2026

Frequently Asked Questions

What is Keel Point known for?

Keel Point was founded in 2003 and operates in the Financial Services industry. You can contact Keel Point's 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 FLast@keelpoint.com. 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 92 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Keel Point's key employees and leadership?

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

Principal Owner: A. D. E.
Owner: D. D.
Owner: R. P.
Family Wealth Director: V. K.
Family Wealth Manager: J. A.

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Keel Point Employee Directory

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