| Name | Title | Contact Details |
|---|
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.
AltoIRA offers an easy-to-use investing platform that empowers everyday investors to diversify their IRAs by investing in alternative assets such as private equity, venture capital, real estate, loans, and cryptocurrency.
EnerBank is a highly specialized bank founded June 1, 2002 and headquartered in Salt Lake City, providing unsecured home improvement lending through strategic business partners and independent home improvement contractors throughout the United States. Strategic partners include manufacturers, distributors, franchisors, and major retailers of home improvement, remodeling, and energy saving products and services. The bank provides private label loan programs for strategic partner organizations (“loan program sponsors”), which in turn make those programs available to their networks of dealers.
Space Coast Financial Group is a Rockledge, FL-based company in the Financial Services sector.
Bain Capital is an American private investment firm based in Boston, Massachusetts.