Insights

Expansion Opportunity Winged Keel Group is actively expanding its national footprint with new offices in Denver and recent acquisitions (Bridge Life, St. Louis, Minneapolis) following a GTCR investment, signaling readiness for scalable partnerships and cross-regional service offerings.

Affluent Client Focus The firm specializes in large block life insurance portfolios for ultra‑affluent individuals and sophisticated business owners, presenting sales opportunities with high-value plans and complex risk management needs.

Operational Modernization A tech stack including iCIMS, Power BI, Salesforce, DocuSign, Boomi, Smartsheet and Teams indicates mature process automation and data analytics—opportunities to partner on enhanced client onboarding, workflow automation, and digital engagement solutions.

Leadership & Talent Growth Recent hires across CFO, COO, MD Marketing & Communications, and Senior Director roles, plus new client relationship leadership, suggest open channels for treasury/insurance tech vendors, CRM enhancements, and consultant-driven growth collaborations.

Financial Scale With revenue in the hundred-million range and a history of over $95 billion in coverage placed, Winged Keel Group demonstrates strong demand potential for high‑capacity carriers, reinsurers, and specialized financial products aligned with sophisticated estate planning and wealth management.

Winged Keel Group Tech Stack

Winged Keel Group uses 8 technology products and services including iCIMS, Power BI, Avaya, and more. Explore Winged Keel Group's tech stack below.

iCIMS

Applicant Tracking Systems

Power BI

Business Intelligence

Avaya

Communications Technology

Salesforce

Customer Relationship Management

DocuSign

Miscellaneous

Boomi

Platform As A Service

Smartsheet

Project Management

Microsoft Teams

Team Collaboration

Winged Keel Group Email Formats	Example	Percentage
FLast@wingedkeel.com	JDoe@wingedkeel.com	91%
Last@wingedkeel.com	Doe@wingedkeel.com	9%

Winged Keel Group Email Formats

Example

Percentage

FLast@wingedkeel.com

JDoe@wingedkeel.com

91%

Last@wingedkeel.com

Doe@wingedkeel.com

Frequently Asked Questions

What is Winged Keel Group's phone number?

You can contact Winged Keel Group's main corporate office by phone at

+1-212-527-****

. 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 Winged Keel Group's official website and social media links?

Winged Keel Group's official website is wingedkeel.com and has social profiles on LinkedIn.

How much revenue does Winged Keel Group generate?

As of August 2026, Winged Keel Group's annual revenue is estimated to be $100M - $250M.

What is Winged Keel Group's NAICS code?

Winged Keel Group's NAICS code is 52 - Finance and Insurance.

How many employees does Winged Keel Group have currently?

As of August 2026, Winged Keel Group has approximately 163 employees across 3 continents, including North America, Europe and Asia. Key team members include Chief Executive Officer: B. H., Senior Director, Client Relationship Manager: A. I. and Managing Director, Customer Relationship Manager: K. M. Explore Winged Keel Group's employee directory with LeadIQ.

What industry does Winged Keel Group belong to?

Winged Keel Group operates in the Financial Services industry.

What technology does Winged Keel Group use?

Winged Keel Group's tech stack includes iCIMS, Power BI, Avaya, Salesforce, DocuSign, Boomi, Smartsheet and Microsoft Teams.

What is Winged Keel Group's email format?

Winged Keel Group's email format typically follows the pattern of FLast@wingedkeel.com. Find more Winged Keel Group email formats with LeadIQ.

When was Winged Keel Group founded?

Winged Keel Group was founded in 1989.

Winged Keel Group

Q: What is Winged Keel Group's official website and social media links?

Winged Keel Group's official website is wingedkeel.com. Winged Keel Group has social profiles on LinkedIn.

Q: How many employees does Winged Keel Group have currently?

Winged Keel Group has approximately 163 employees.

Q: What technology does Winged Keel Group use?

Winged Keel Group's tech stack includes LinkedIn Recruiter, HIPAA, SQL, Microsoft SharePoint, Salesforce Financial Services Cloud.

Q: What is Winged Keel Group's NAICS code?

Winged Keel Group's NAICS code is 52 (Finance and Insurance).

Financial ServicesNew York, United States51-200 Employees

Winged Keel Group is a mid-sized financial services firm based in New York, New York. Founded in 1989 as an independent life insurance brokerage, the company focuses on structuring and administering large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Through a mix of advanced planning and product strategies, it has helped clients secure more than $95 billion of life insurance coverage. Securities are offered through M Holdings Securities, Inc., a registered broker-dealer, and Winged Keel Group is independently owned and operated. 

The organization emphasizes delivering consistent, high-quality work over long periods, supported by an infrastructure designed to sustain performance. In October 2025, Winged Keel Group expanded through the acquisition of Bridge Life, LLC, a Denver-based provider of advanced life insurance planning.

Insights

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