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Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Woldoff Associates is a Morrisville, PA-based company in the Financial Services sector.
N LINE SERVICE INC is a Gillette, WY-based company in the Financial Services sector.
Banxa is the leading infrastructure provider for enabling embedded crypto, empowering businesses to embed crypto seamlessly into their existing platforms, unlocking new opportunities in the rapidly evolving crypto economy. Through an extensive and growing network of global and local payment solutions and regulatory licenses, Banxa helps businesses provide seamless integration of crypto and fiat for global audiences with lower fees and higher conversion rates. The Banxa team is building for a world where global commerce is run on digital assets, and as such has headquarters in the USA, Europe, and Asia-Pacific.
Assurance is a Donaldsonville, LA-based company in the Financial Services sector.