Key Wealth
Banking • 
Cleveland, Ohio, United States • 201-500 Employees
Company overview
| Headquarters | 127 Public Square, 12th floor, Cleveland, Ohio 44114, US |
| Website | |
| NAICS | 521 |
| Keywords | Investment Management, Estate Planning, Retirement Planning, Financial Planning, Wealth Management, Legacy Planning, Trust Administration, Wealth Advisory, Private Banking Services |
| Founded | 1825 |
| Employees | 201-500 |
Key Contacts at Key Wealth
Sean Poe
Director, Investment Manager Research + Asset Allocation, Chief Investment Office
Joel T. Redmond
Managing Director, Family Wealth Consulting
Samuel R. Snyder
Director, Us Equities
Kalimah Z. White
Senior Vice President/Senior Business Consulting Director Er
Sam Carpenter
Director, Family Wealth Consulting
Brecken Diller
Family Office Director
Joe Stone
National Managing Director Of Family Wealth Investments And Advice
Rajeev Sharma
Managing Director Of Fixed Income
Nancy L. Anderson
Director Of Wealth Planning Programs & Initiatives
Brian Pietrangelo
Senior Vice President, Managing Director Of Investment Strategy
Key Wealth Email Formats
Key Wealth uses 4 email formats. The most common is {first name}_{last name} (e.g., john_doe@keybank.com), used 54.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}_{last name} | john_doe@keybank.com | 54.8% |
{first initial}_{last name} | j_doe@keybank.com | 39.2% |
{first initial}.{last name} | j.doe@key.com | 2.4% |
{first name}.{last name} | john.doe@key.com | 1.2% |
About Key Wealth
Key Wealth represents all of KeyBank’s wealth management knowledge, insights, experience, and expertise under one banner. We pride ourselves on our culture of collaboration. This is why the average time a client maintains a relationship with Key is almost 25 years. Our comprehensive approach provides our clients with a robust investment platform, proactive insights, timely thought leadership, and compelling investment solutions. Key Wealth, Key Private Bank, Key Family Wealth, KeyBank Institutional Advisors and Key Private Client are marketing names for KeyBank National Association (KeyBank) and certain affiliates, such as Key Investment Services LLC (KIS) (hyper link to: https://www.key.com/kpb/our-approach/kis-disclosures.html) and KeyCorp Insurance Agency USA Inc. (KIA). KeyBank, KIS and KIA are separate entities. Each entity separately supervises the sales and other activities of financial professionals providing access to its products and services. Non-Deposit products are: NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL OR STATE GOVERNMENT AGENCY ©2025 KeyCorp®. All rights reserved.
Key Wealth revenue & valuation
| Annual revenue | $40,100,000 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Banking industry and current estimated revenues | $128,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Key Wealth has 171 employees across 10 departments.
Departments
Number of employees
Funding Data
Key Wealth has never raised funding before.
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BrazilFrequently asked questions
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