Insights

Growth leadership Keystone Advisors recently appointed a chief growth officer to lead expansion, signaling an active push to scale revenue streams and broaden client acquisition in Medicare and ACA markets.

Healthcare focus As a minority woman owned brokerage and BPO partner specializing in Medicare and ACA, there is a clear opportunity to pitch expanded enrollment support, compliance services, and agent distribution optimization to health plans and providers looking to improve access and affordability.

Tech enabled Utilize Keystone’s technology stack including Power BI, AWS, LiveChat, ServiceNow, and AI tools to propose data-driven operations, member engagement platforms, and streamlined case management for insurers and healthcare organizations.

Scale and partnerships With 51-200 employees and a positioning as an extension of client teams, target mid-market insurers and healthcare organizations seeking turnkey operations, BPO support, and scalable distribution networks.

Financial opportunity Revenue in the mid hundreds of millions suggests capacity for larger, multi-year engagements; approach with bundled services (enrollment, admin, education, and community outreach) to drive larger contract values and long-term partnerships.

Similar companies to Keystone Advisors

Keystone Advisors Tech Stack

Keystone Advisors uses 8 technology products and services including Power BI, Amazon Web Services, Microsoft 365, and more. Explore Keystone Advisors's tech stack below.

Keystone Advisors's Email Address Formats

Keystone Advisors uses at least 3 email formats:
Keystone Advisors Email FormatsExamplePercentage
First.Last@keystonema.comJohn.Doe@keystonema.com
77%
First@keystonema.comJohn@keystonema.com
23%
First@keystoneadv.comJohn@keystoneadv.com
100%

Frequently Asked Questions

What is Keystone Advisors's phone number?

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You can contact Keystone Advisors's main corporate office by phone at . 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 Keystone Advisors's official website and social media links?

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Keystone Advisors's official website is keystonema.com and has social profiles on LinkedIn.

How much revenue does Keystone Advisors generate?

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As of October 2026, Keystone Advisors's annual revenue is estimated to be $100M - $250M.

What is Keystone Advisors's NAICS code?

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Keystone Advisors's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Keystone Advisors have currently?

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As of October 2026, Keystone Advisors has approximately 89 employees across 4 continents, including North America, South America and Asia. Key team members include Chief Operating Officer: A. C., President And Owner: B. N. and Founder & Managing Partner: A. A. Explore Keystone Advisors's employee directory with LeadIQ.

What industry does Keystone Advisors belong to?

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Keystone Advisors operates in the Insurance industry.

What technology does Keystone Advisors use?

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Keystone Advisors's tech stack includes Power BI, Amazon Web Services, Microsoft 365, ChatGPT, ADP, Atlassian Jira, LiveChat and ServiceNow.

What is Keystone Advisors's email format?

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Keystone Advisors's email format typically follows the pattern of First.Last@keystonema.com. Find more Keystone Advisors email formats with LeadIQ.

When was Keystone Advisors founded?

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Keystone Advisors was founded in 2014.
Keystone Advisors logo

Keystone Advisors

InsuranceTexas, United States51-200 Employees

Keystone Advisors is a US-based, minority woman-owned brokerage and BPO partner focused on Medicare and ACA markets. It operates at the intersection of healthcare operations, agent distribution, and community engagement to help clients scale and improve access to care. Based in Houston, Texas, the firm positions itself as an extension of its clients' teams.

The company serves organizations seeking operational scale, agents pursuing growth, and communities seeking better access and education. It aims to embed within client operations to support growth while maintaining a focus on care access. In April 2023, Keystone Advisors appointed Vince Lanni as chief growth officer to lead growth expansion.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Keystone Advisors's revenue is estimated to be in the range of $100M - $250M

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