Keelstone Financial works with small and mid-size businesses across the U.S. on capital, payments, cash management, planning and protection, so owners can spend their time running the company.
We bring together the financial services a growing company relies on, with one team that knows your business from end to end.
Financing matched to your cash flow, sourced through our lending relationships.
Accept payments the way your customers want to pay, with pricing you can understand.
See where your cash is going and keep more of it working for the business.
Planning support for owners, from day-to-day reporting to long-term decisions.
Property and casualty coverage for the businesses we serve, reviewed alongside the rest of your finances.
A single point of contact who coordinates across every service you use with us.
Most business owners juggle a lender, a processor, a bank, an accountant and an insurance agent who never talk to each other. We built Keelstone to close those gaps.
When one team sees the full picture, we can spot where you are overpaying, where you are exposed, and where there is room to grow.
We work with owner-led companies across a range of industries, from single-location operators to multi-site businesses.
We learn about your business, your goals and the financial tools you use today.
Our team reviews your current setup across capital, payments, cash and coverage.
You get a clear, prioritized plan with pricing laid out up front.
We put the right solutions in place and stay engaged as the business grows.
"Business owners deserve a financial partner who sees the whole picture, not five vendors who each see a piece of it."The Keelstone Financial team
We focus on owner-led small and mid-size businesses, typically companies with a handful of employees up to several hundred, across a wide range of industries.
No. Many clients start with one service and add others over time. We only recommend what makes sense for your business.
We work with businesses across the United States. Most of our work is done remotely, with in-person meetings when it helps.
We are building out our property and casualty offering now. If you would like to be among the first to review coverage with us, let us know through the form below.
Send us a note through the form, email support@keelstonefinancial.com, or call (813) 819-0147. A member of our team will follow up within one business day.
Tell us a little about your company and what you are looking for. A member of our team will follow up within one business day.