Keebeck Wealth Management

What Keebeck Wealth Management does

Keebeck Wealth Management is a boutique, independent registered investment advisory firm founded in 2018 and headquartered in Chicago, Illinois, with a second regional office in Scottsdale, Arizona. The firm serves ultra-high net worth individuals, entrepreneurs in transition, and multi-generational families, with a stated thesis of moving clients from "CEO of their business" to "CEO of their capital." Core offerings include discretionary wealth advisory, the proprietary Portfolio Solutions Group (PSG) for customized investment solutions and alternative-access sourcing, financial planning with tax-loss harvesting and model-based asset management, and a digital estate planning layer powered by Wealth.com. Client interaction is delivered through the proprietary "Ask Keebs" mobile and web app and the Moxo workflow platform, rather than through call centers or robo-advisors, reinforcing a high-touch relationship model.

The firm has extended into private real estate through its wholly-owned Keebeck Real Estate platform, which sources niche, off-market opportunities in undercapitalized markets and, as of October 2025, is co-developing an 11-story, 327-residence wellness-integrated complex at Paradise Valley, Phoenix with Life Time Living as part of the $2 billion RED Development redevelopment. The revenue model is asset-based, with advisory fees likely structured as recurring AUM-based charges on portfolios for UHNW households; pricing is not publicly disclosed and is personalized per engagement. Go-to-market is direct and relationship-driven, anchored on the personal network and 33-year industry track record of CEO and founder Bruce K. Lee (Barron's Top 100, 2007–2018), with supplemental distribution via LinkedIn, the firm website, content marketing, and earned media such as a Wall Street Journal feature. The firm is closely held, self-funded, and remains small at 1–10 employees, with no disclosed outside investment, M&A activity, or institutional capital on the balance sheet.

Name

Keebeck Wealth Management

Legal name

Keebeck Wealth Management

Website

https://keebeck.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Keebeck Wealth Management is a boutique, independent registered investment advisor serving ultra-high net worth individuals, entrepreneurs, and multi-generational families with discretionary wealth advisory, a proprietary Portfolio Solutions Group, private real estate investing, and digital estate planning.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Wealth management advisory
• Portfolio management services
• Fiduciary financial planning
• Estate planning solutions
• Private real estate investing

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Advisory Services: Boutique advisory firm generating revenue through wealth management fees, likely AUM-based (Assets Under Management) given the firm's focus on investment management and portfolio construction for ultra-high net worth clients

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Keebeck Wealth Management is a boutique, independent registered investment advisory firm providing personalized wealth management, investment portfolio construction, financial planning, and estate planning services to ultra-high-net-worth individuals, entrepreneurs, and multi-generational families. Its Portfolio Solutions Group (PSG) delivers institutional-quality research and customized investment strategies, complemented by the "Ask Keebs" client app, a Wealth.com-powered estate planning experience, and a Keebeck Real Estate private investment platform.

Product overview

Keebeck Wealth Management is a boutique, independent advisory firm offering a unified wealth management platform centered on fiduciary principles. The core offering includes the Portfolio Solutions Group (PSG) for customized investment solutions, complemented by the Ask Keebs client app for direct communication with advisors. The firm has expanded into private real estate investments through its Keebeck Real Estate sub-brand, and offers an estate planning module powered by Wealth.com. Together, these products provide holistic wealth management from investment advisory to estate planning and real estate exposure.

Differentiator

Problem solved

Functional benefit

Brands

• Keebeck Real Estate: Investment capability of Keebeck Wealth Management offering relationship-driven private real estate platform for entrepreneurial families and long-term investors.

Products and services

• Wealth Management Advisory Services Boutique fiduciary wealth management and portfolio construction services for ultra-high-net-worth individuals, entrepreneurs, and multi-generational families, including financial planning, model-based asset management, tax loss harvesting, and alternative investment access.
• Portfolio Solutions Group (PSG) Investment solutions division that leverages financial technology and innovation to enhance access to Keebeck's proprietary network, implementing customizable strategies tailored to client needs with institutional-quality research, due diligence, consulting, and investment solutions.
• Ask Keebs Client App Client-facing mobile and web application that enables clients to directly communicate with Keebeck advisors, providing streamlined access to the firm's services and support without call centers.
• Estate Planning (Wealth.com-powered) Digital estate planning experience powered by Wealth.com, offering a modern and intuitive approach to legacy planning for Keebeck clients.
• Keebeck Real Estate Platform Relationship-driven private real estate investment platform sourcing niche, off-the-run investment opportunities in undercapitalized markets, providing entrepreneurial families and long-term investors with access to differentiated real estate deals.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered major and core.

• Life Time LivingmajorStrategic or Co-development Partner · 16 October 2025Keebeck Real Estate Partners with Life Time Living to develop an 11-story wellness-integrated residential complex at Paradise Valley, Phoenix. The project includes 327 residences linked to a Life Time Fitness facility with expected completion in August 2027. This is part of the ongoing $2 billion Paradise Valley redevelopment led by RED Development.
• Wealth.comcoreTechnology or Integration · 17 July 2025Technology partnership powering the estate planning experience for Keebeck clients. Wealth.com provides a modern and intuitive approach to legacy planning, integrated into Keebeck's service offering.
• MoxocoreTechnology or Integration · 17 July 2025Technology partnership streamlining communication and elevating the service experience for Keebeck clients. Moxo's platform enables more efficient client-advisor interactions and workflow management.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Bessemer Trust: Bessemer Trust is a privately-held wealth management and investment firm purpose-built for ultra-high-net-worth and multi-generational families. Like Keebeck, it emphasizes independent fiduciary alignment, customized portfolios, and estate/legacy planning for entrepreneurial households.
• Pathstone: Pathstone is an independent, employee-owned RIA serving ultra-high-net-worth families, foundations, and endowments with comprehensive wealth advisory, family office services, and direct investing. It is closely comparable in mission, client segment, and boutique fiduciary model.
• Cresset Asset Management: Cresset is a privately-held single-family-office-style RIA serving ultra-high-net-worth individuals, entrepreneurs, and multi-generational families. Comparable in boutique scale, family-office orientation, and direct/alternative investment capabilities.
• GenSpring Family Offices: GenSpring is a family-office firm focused on serving wealthy families with wealth strategy, investment management, and next-generation planning. It competes for the same multi-generational, entrepreneur-led households as Keebeck.
• Pitcairn: Pitcairn is a multi-family office serving multiple generations of high-net-worth families with investment management, trust, and family governance services. Directly comparable in serving multi-generational wealth creators with a relationship-led model.
• Aspiriant: Aspiriant is an independent, employee-owned RIA providing wealth management, tax, and estate planning to high-net-worth individuals and families. Comparable boutique RIA model with comprehensive financial-planning orientation.
• Brighton Jones: Brighton Jones is an independent RIA serving high-net-worth and ultra-high-net-worth clients with personalized wealth, tax, and investment planning. Comparable boutique, fiduciary, client-experience-led model.
• First Manhattan Company: First Manhattan is an independent, employee-owned wealth manager and registered investment advisor serving high-net-worth families and institutions. Comparable independent fiduciary RIA model with discretionary portfolio management for select client bases.

Broad incumbents

• Brown Brothers Harriman (Wealth Management): Brown Brothers Harriman operates a long-standing private wealth management business serving multi-generational families, foundations, and endowments. Overlaps with Keebeck's UHNW client base but operates at much larger institutional scale.
• Wilmington Trust (Wealth Advisory): Wilmington Trust's wealth advisory serves ultra-high-net-worth families with investment management, trust, estate, and family-office services. Comparable client segment and service mix but embedded within a much larger institutional platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/keebeck-wealth-management
• Facebookfacebook.com/Keebeck-Wealth-Management-187629382152593

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keebeck Wealth Management