Key Financial Revenue
Financial Services • 
West Chester, Pennsylvania, United States • 21-50 Employees
Key Financial revenue & valuation
| Annual revenue | $10,600,000 |
| Revenue per employee | $330,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $33,800,000 |
| Total funding | No funding |
Key Contacts at Key Financial
Patti Brennan
Chief Executive Officer
Robin Jardine
Owner
Jenni Brown
Owner
Alon Fisch
Owner
Company overview
| Headquarters | 1045 Andrew Drive, Suite A, West Chester, Pennsylvania 19380, US |
| Phone number | +16104299050 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Tax Planning, Financial Advisory, Insurance Planning, Asset Protection, Personal Wealth Management, Wealth Management, Wills And Trusts, Exit Planning, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning, Cash Flow Planning, Retirement Income Planning, 401K Plans, Wealth Generation, Family Wealth Planning, Longevity Planning |
| Founded | 1991 |
| Employees | 21-50 |
| Socials |
Key Financial Email Formats
Key Financial uses 4 email formats. The most common is {first name} (e.g., john@keyfinancialinc.com), used 48.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@keyfinancialinc.com | 48.5% |
{first initial} | j@keyfinancialinc.com | 36.4% |
{first initial}{last name} | jdoe@keyfinancialinc.com | 9.1% |
{first name}{last name} | johndoe@keyfinancialinc.com | 6.1% |
About Key Financial
Financial Planning, Wealth Management and Portfolio Management is our business. Our approach is simple: We apply financial strategies with wisdom and care customized just for you and the people you care about most – now and for the rest of your life. For nearly four decades, Patti Brennan has revolutionized financial advice by combining deep expertise with genuine compassion. We don't just manage wealth, we drive results. Our technology organizes your complete financial picture, providing crystal-clear direction and to help simplify your financial life. Your wealth management represents the outcome of your well-built and executed financial plan—one that is constantly monitored and adjusted as you reach each milestone. Important Disclosures: https://keyfinancialinc.com/disclosure/
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Key Financial has 18 employees across 6 departments.
Departments
Number of employees
Funding Data
Key Financial has never raised funding before.
Key Financial Tech Stack
Discover the technologies and tools that power Key Financial's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
Security
Form builders
WordPress plugins
Video players
Caching
JavaScript libraries
Maps
JavaScript libraries
CDN
JavaScript libraries
Spain
Poland
Frequently asked questions
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