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Key Financial Logo
Key Financial CB Rank
1338901
Heat Score
51
Key Financial offers financial, wealth and portfolio management services.
Founded
obfuscation
Private West Chester, Pennsylvania, United States11-50 keyfinancialinc.com/
Advice
Finance
Financial Services
Wealth Management
Overview

Key Financial
Heat Score
51

Growth Score
pts
in past quarter
Heat Score 51
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Key Financial

CB Rank
1338901
Key Financial offers financial, wealth and portfolio management services.
Founded
obfuscation
Private West Chester, Pennsylvania, United States11-50 keyfinancialinc.com/
Advice
Finance
Financial Services
Wealth Management

Details

Legal Name Key Financial, Inc.
Operating Status Active
Company Type For Profit
Phone Number 610-429-9050
Contact Email contact@keyfinancialinc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that provides clients with guidelines, actionable steps, and a system to achieve their financial objectives.
Ongoing Planning & Portfolio Management
A service that continuously monitors and updates clients' financial plans and investment portfolios, providing secure online access to account information.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 40
News

News and Press

News•Mar 13, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Nov 26, 2024
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,243
3.76%
 in past month

IT Spend

$350KThis year, Key Financial is projected to spend $350K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Cryptocurrency Logo
Cryptocurrency
84
Creative Asset Adaptation Logo
Creative Asset Adaptation
83
Retirement / Pre-Retirement Planning Logo
Retirement / Pre-Retirement Planning
80

Actively Used Products

18Key Financial uses 18 technology products and services including HTML5, Vimeo, and  Google Drive, according to G2 Stack.

Active Website Tech Count

10Key Financial is actively using 10 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  Apache.
Sub-Organizations
Frequently Asked Questions

Where is Key Financial's headquarters? Key Financial is located in West Chester, Pennsylvania, United States.Who are Key Financial's competitors? Alternatives and possible competitors to Key Financial may include HighTower Advisors, Creative Planning, and  LPL Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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