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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.
Beaumont Community Credit Union is a Beaumont, TX-based company in the Financial Services sector.
Cleerbrook Financial is a Wayne, PA-based company in the Financial Services sector.
SelfScore is an analytics-based lending company providing access to financial products for a deserving but underserved population of international students in the US. We`re developing a strong market niche around providing access to financial products (credit cards, student loans, etc) to this population of students (1M+ strong and growing with $31 billion in untapped annual spending). International students are routinely granted access to the US educational system and all the advantages it has to offer. However, no clear path exists for them to gain access to the credit markets. The current credit policies handicap them, leaving them unable to get a credit card, student loan or car lease without paying exorbitant costs/fees. We want to provide them with a financial on-ramp and put them on a path towards financial success in America.
Northern Hills Federal Cu is a Sturgis, SD-based company in the Financial Services sector.