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.
Top Stages
1 past transactions
DeMoss Capital
Acquisition in 2015
DeMoss Capital, Inc. is a wealth management firm based in Chattanooga, Tennessee, founded in 2008. The company specializes in providing investment advisory services, creating and implementing tailored investment plans for its clients. In addition to investment management, DeMoss Capital offers financial consulting services for families and their estates, as well as advising closely held businesses on private investment strategies. The firm focuses on delivering comprehensive financial planning and wealth management solutions to meet the diverse needs of its clientele.
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