Products
By Team
Sales
Multithread effectively and personalize outreach to convert deals faster
Social Media Marketing
Elevate social presence and drive business growth from social media
RevOps
Identify and prioritize high-intent leads, and improve sales effectiveness
Events & Field Marketing
Find and connect with ICP attendees, and improve event outcomes
Resources
.png)
.png)
Keel Point
What Does Keel Point Do?
KeelPoint is an independent wealth management firm dedicated to providing sophisticated financial planning and investment advisory services. They focus on building long-term relationships with clients, offering personalized strategies to navigate complex financial landscapes and achieve individual, family, and institutional objectives. KeelPoint emphasizes a disciplined investment philosophy, fiduciary responsibility, and a comprehensive approach to wealth management, aiming to serve as a trusted advisor for all aspects of their clients' financial lives.
Where Is Keel Point's Headquarters?
HQ Function
Serves as the central operational and strategic hub for KeelPoint, housing executive leadership, core financial advisory teams, investment strategy development, compliance, and client relationship management.
Notable Features:
Situated in a modern, Class A office building in the Tysons Corner urban center, known for its accessibility and professional environment. The office likely features contemporary design conducive to confidential client consultations and collaborative teamwork.
Work Culture:
The work culture at KeelPoint's headquarters is expected to be client-focused, emphasizing professionalism, integrity, collaboration among financial experts, and a commitment to ethical practices in wealth management.
HQ Significance:
The McLean headquarters anchors KeelPoint's presence in a key financial and economic corridor, providing access to a significant client base, a rich talent pool, and proximity to important financial industry resources.
Values Reflected in HQ: The headquarters' professional setting, strategic location, and modern facilities likely reflect KeelPoint's values of trust, expertise, stability, and a commitment to providing high-quality client service.
Location:
KeelPoint primarily operates within the United States, with a network of offices strategically located in various states. While their physical presence is U.S.-based, they are equipped to serve U.S. clients with international financial interests or U.S. expatriates, leveraging their expertise in domestic and cross-border wealth management complexities. Direct international office locations are not a current feature of their operational model.
Street Address:
1600 Tysons Boulevard, Suite 1150
City:
McLean
State/Province:
VA
Country:
USA
Where Else Does Keel Point Operate Around the World?
Huntsville, AL, USA
Address: 200 West Side Square, Suite 400, Huntsville, AL 35801
To serve the financial planning and investment needs of individuals, families, and businesses within Huntsville's dynamic and growing economy.
Kansas City, MO, USA
Address: 4520 Main Street, Suite 1100, Kansas City, MO 64111
To extend KeelPoint's personalized wealth management solutions to clients in the Midwest, supporting their long-term financial objectives.
Nashville, TN, USA
Address: 150 3rd Avenue South, Suite 2100, Nashville, TN 37201
To meet the sophisticated wealth management needs of a growing high-net-worth population in Nashville and Middle Tennessee.
Chattanooga, TN, USA
Address: 6718 Heritage Business Court, Suite 102, Chattanooga, TN 37421
To offer dedicated financial expertise and build strong client relationships within the Chattanooga community and surrounding Southeast Tennessee region.
Atlanta, GA, USA
Address: 3333 Piedmont Road NE, Suite 1800, Atlanta, GA 30305
To establish a strong advisory presence in one of the nation's largest metropolitan areas, offering sophisticated financial guidance.
Greenville, SC, USA
Address: 15 South Main Street, Suite 500, Greenville, SC 29601
To support the financial well-being and goals of clients in the economically vibrant Greenville region with personalized advisory services.
Vienna, VA, USA
Address: 8000 Towers Crescent Drive, Suite 1350, Vienna, VA 22182
To enhance service delivery and accessibility for clients in the affluent and densely populated Northern Virginia corridor, offering localized support.
Buying Intent Signals for Keel Point
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading Keel Point? Meet the Executive Team
As of April 2025, Keel Point' leadership includes:
Who's Investing in Keel Point?
Keel Point has been backed by several prominent investors over the years, including:
What Leadership Changes Has Keel Point Seen Recently?
Based on publicly available information, there have been no major C-suite executive hires or exits announced at KeelPoint in the last 12 months (approximately May 2023 - May 2024). The leadership team appears to have maintained stability during this period.
What Technology (Tech Stack) Is Used byKeel Point?
Discover the tools Keel Point uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Keel Point Email Formats and Examples
KeelPoint typically utilizes a common professional email format: the employee's first initial followed by their full last name, at the keelpoint.com domain. This structure is standard for many organizations and facilitates direct communication.
flast@keelpoint.com (e.g. jsmith@keelpoint.com)
Format
rkeel@keelpoint.com
Example
90%
Success rate
What's the Latest News About Keel Point?
KeelPoint Website / Citywire RIA • September 20, 2023
KeelPoint Recognized by Citywire RIA as One of the Fastest Growing RIAs in the Nation (2023)
KeelPoint was named by Citywire RIA as one of the 50 fastest-growing Registered Investment Advisors (RIAs) across the United States in 2023. This recognition highlights the firm's significant expansion, client acquisition, and growing influence in the wealth management sector....more
Huntsville Business Journal • August 1, 2023
KeelPoint Relocates and Expands its Huntsville Office
KeelPoint announced the relocation and expansion of its Huntsville, Alabama office to a new, larger space at 200 West Side Square, Suite 400. This move is to accommodate its growing team and better serve its expanding client base in the Northern Alabama region, reflecting the firm's commitment to the Huntsville market....more
Highperformr's free tools for company research
Explore Employees by Region or Country
See where a company’s workforce is located, by country or region.
View Funding Details
View past and recent funding rounds with amounts and investors.
Understand Revenue Insights
Understand company revenue estimates and financial scale.
Track Active Job Openings
Track active roles and hiring trends to spot growth signals.
Review Product and Offerings
Discover what a company offers—products, platforms, and solutions.
Get SIC or NAICS Codes
Get the company’s official SIC and NAICS classifications.
Analyze Website Traffic Trends
Analyze visitor volume, engagement, and top traffic sources.
Discover Social Profiles and Engagement
Explore LinkedIn, Twitter, and other active social profiles.
Identify Top Competitors
Identify top competitors based on similar business traits.
Research and Discover Companies with Highperformr — Smarter, Faster
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
- Track intent signals to find buyers who are actively in-market
- Enrich contacts and companies instantly, no need to switch tools
- Automate workflows to stay ahead of every change
- Connect your CRM & tools for seamless data sync and activation
Thousands of companies, including Keel Point, are just a search away.