CTOs on the Move

Keel Point

www.keelpoint.com

 
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 ...
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.keelpoint.com
  • 100 Church Street Southwest Suite 500
    Huntsville, AL USA 35801
  • Phone: 256.704.5111

Executives

Name Title Contact Details

Similar Companies

AnchorBank

For over 97 years, our commitment to and involvement in our Wisconsin communities have not wavered. Our culture and values are very strong and support all of our actions. We are here to serve the community. And that won’t change now that we’re Old National Bank.

Heritage Trust Company

Heritage Trust Company is a Oklahoma City, OK-based company in the Financial Services sector.

Benchmark Financial Groups

Benchmark Financial Groups is a Aliso Viejo, CA-based company in the Financial Services sector.

Chargebee

Chargebee is the subscription management platform that automates revenue operations of over 3500 high-growth subscription-based businesses from startups to enterprises. The SaaS platform helps subscription businesses across verticals, including SeaS, eCommerce, e-learning, IoT, Publications, and more, manage and grow revenue by automating subscription, billing, invoicing, payments, and revenue recognition operations and provides key metrics, reports, and business insights. Founded in 2011, Chargebee counts businesses, like Okta, Freshworks, Calendly, and Study.com amongst its global customer base.

Karagosian Financial Svc

Karagosian Financial Svc is a New York, NY-based company in the Financial Services sector.