Keel Point

Keel Point is an investment advisory firm that provides a range of services including wealth and philanthropic planning, family office support, and business advisory guidance. Owned jointly by the families it serves and the professionals who manage it, Keel Point aims to challenge the status quo in the advisory industry. The firm is dedicated to delivering personalized strategies to meet the unique needs of its clients, emphasizing a collaborative approach to financial management and planning.

Miriam Boysen

Senior Family Wealth Director

David Parks

Founder and Executive Chairman

Kevin Yea

CFO

1 past transactions

DeMoss Capital

Acquisition in 2015

DeMoss Capital, Inc. is a wealth management firm based in Chattanooga, Tennessee, founded in 2008. The firm specializes in investment advisory services, creating and implementing tailored investment plans for clients. In addition to its investment management offerings, DeMoss Capital provides financial consulting services aimed at families and their estates, as well as consulting for private investments and closely held businesses. The company's comprehensive approach ensures that clients receive expert guidance in managing their financial assets and achieving their long-term financial goals.

Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.