The Keel Point company source record lists 87 employees. The visible Keel Point management graph includes:
Jason Blount
Chief Financial Officer
3
2
General
(22)
Charles Jay
Human Resources Manager at Keel Point, Llc
0
0
Sales
(6)
Marissa Taylor, Cfp®, Clu®
Financial Services and Wealth Management Client Operations Specialist
4
0
Finance
(3)
Kyle Findlay, Cfp
Certified Financial Planner at Keel Point
3
6
Legal
(3)
Compliance Department
Compliance Department at Keel Point Advisors
0
0
Operations
(1)
Courtney Green
Senior Investment Operations Manager at Keel Point
1
0
Related company intelligence for Keel Point
6 same-industry peers
10 with employee estimates
10 with websites
10 with social profiles
4 peer evidence types
Peer evidence source coverage
4 source-backed evidence types support this related-company graph.
same-industry peers, employee benchmarks, website records, and social profiles
Same-industry peers
6 / 10
6 of 10 related companies share this company's industry classification.
Employee benchmarks
10 / 10
10 of 10 related companies include employee estimates.
Website records
10 / 10
10 of 10 related companies include official website records.
Social profiles
10 / 10
10 of 10 related companies include company social profile signals.
Peer link quality filter
High-confidence peer link set
10 related companies met the 2-signal peer-link threshold. Eligible peers average 4.0 source-backed signals.
10
eligible
0
filtered
4.0
avg signals
Peer comparison matrix
Limited peer comparison
Compares this company with related-company evidence across employee scale and peer graph evidence.
employee scale and peer graph evidence
Employee scale
Larger than most related peers
This company
87 employees
Related peers
22 median peer employees
8 of 10 related employee-estimated peers are lower.
10 related companies with employee estimates
Peer graph evidence
Multi-signal peer benchmark evidence
This company
Benchmark-ready peer graph
Related peers
3 benchmark dimensions
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
industry context, employee benchmarks, website records, social profiles
Peer benchmark evidence
Multi-signal peer benchmark evidence
Peer benchmark combines 10 related companies with peer graph strength, size benchmark, and size position. Underlying peer graph includes 4 evidence types: industry context, employee benchmarks, website records, social profiles.
peer graph strength
size benchmark
size position
Peer position benchmark
Employee-scale peer position benchmark
Peer-position benchmark shows employee scale above 80% of 10 comparable related peers.
Directional peer-position evidence:
Peer-position evidence combines employee scale above 80% of 10 comparable related peers from related-company records.
Employee scale: 80%
Peer graph strength
Benchmark-ready peer graph
Related peer graph has industry context, employee benchmarks, website records, and social profiles across 10 related companies.
Peer median size
22 employees
Largest peer by size
Blue Trust
436 employees
Keel Point size signal
87 employees
Peer size comparison
2 larger · 8 smaller
Peer scale position
Larger than most related peers
8 of 10 related employee-estimated peers are lower.
Keel Point people graph sample
-
Tim Doozan, Cfp®
Senior Wealth Advisor at Keel Point, Llc
Purcellville, Virginia, United States5 email signals: 1 email signal on keelpoint.com, 4 non-official email signals10 phone signals available
-
Douglas Andre
Tax and Estate Planning Attorney
Washington, District of Columbia, United States3 email signals: 1 email signal on keelpoint.com, 2 non-official email signals3 phone signals available
-
Kim Cooke
Business Advisor for Double Bottom Line Enterprises. Doing Well by Doing Good.
Northville, Michigan, United States5 email signals across 5 non-official domains9 phone signals available
How AeroLeads builds company intelligence
Use source-backed company records
AeroLeads combines company source fields, workforce samples, email-pattern aggregates, and related-company records when those signals are available.
Show only available evidence
Blank source fields are omitted. Contact channels are summarized as signals, with raw email addresses and phone numbers masked on public pages.
Compare useful company context
Related company, market, workforce, technology, and management signals help turn a static company listing into a company intelligence page.
Contact research
AeroLeads intelligence
Review reachable contact coverage for Keel Point
AeroLeads maps 3 visible contact signals for Keel Point. Coverage is multi-channel contact coverage.