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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.
BFS Capital champions the long-term growth and prosperity of small businesses by providing timely, flexible financing solutions. BFS`s leading small business financing platform leverages customized underwriting and proprietary algorithms to fund up to $500,000 for businesses in all 50 states and Canada, and through its affiliate, Boost Capital, in the United Kingdom. Since 2002, BFS has provided more than $1.75 billion in total financing to small businesses across more than 400 industries. Headquartered in South Florida with additional offices in New York and California, BFS is an accredited BBB company with an A+ rating.
Iowa Finance Authority - Iowas one stop source for homeownership, affordable rental, water quality and title guaranty expertise.
Accion is a global nonprofit dedicated to building a financially inclusive world with economic opportunity for all. Around the world, 2 billion people live without access to basic financial services like savings, insurance, pensions, and credit. Their lives are much harder because of it. But by providing people with the financial tools that they need, we can help them build better lives.