When was Keystone founded?

Keystone was founded in 2006 and raised its 1st funding round 12 years after it was founded.

Where is Keystone located?

Keystone is headquartered in Salt Lake City, United States.

How many employees does Keystone have?

As of Aug 31, 2026, the latest employee count at Keystone is 54.

Is Keystone a funded company?

Keystone is a funded company, having raised a total of $***** in its 1st and only funding round, a Conventional Debt round on Jun 13, 2018.

When was the latest funding round of Keystone?

Keystone's latest funding was a $***** Conventional Debt round on Jun 13, 2018, with participation from 1 investor.

Where does Keystone rank among its competitors?

Keystone ranks 28th amongst 3069 active competitors, of which 222 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Farther, which secured $150M in May, 2026.

Who are the top competitors of Keystone?

Keystone's top competitors include Dezerv, Nuvama and Farther. Among them, Farther secured the most recent funding round in May, 2026.

Keystone - 2026 Company Profile, Team, Funding & Competitors

Q: Is Keystone an acquired company?

Keystone got acquired by Virtus on Dec 05, 2025.

Company Details

Online financial and investment advisory platform for individuals. It provides financing and investment solutions in the fields of private credit, equipment leasing, corporate finance, real estate private equity, and more.

Website: keystonenational.com
Phone Number: +1 **********

Key Metrics

Founded Year

2006

Location

Salt Lake City, United States

Stage

Acquired

Latest Funding Round

Conventional Debt, Jun 13, 2018, $*****

Investors

Access Ventures & 1 more

Ranked

28^th among 3069 active competitors

Employee Count

54 as on Aug 31, 2026

Investment & Acquisitions

LivAway Suites & 4 more

Similar Companies

Dezerv & 3145 more

Exit Details

Acquired by Virtus (Dec 05, 2025)

View Keystone's full profile

Keystone got acquired by Virtus on Dec 05, 2025 at an acquisition amount of $*****.

Click here to take a look at Keystone's acquisition in detail

Keystone has raised funding over 1 round. Its latest funding round was a Conventional Debt round on Jun 13, 2018 for $*****. 1 investor participated in its latest round. Keystone has 2 institutional investors.

Here is the list of recent funding rounds of Keystone:

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jun 13, 2018	1837909	Conventional Debt	4663638	9347726	4817928	4907030

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View details of Keystone's funding rounds and investors

The founders of Keystone is Brandon Nielson.

Here are the details of Keystone's key team members:

Brandon Nielson: Co-Founder of Keystone.

View details of Keystone's Founder profiles and Board Members

Keystone's employee count trend

Keystone has 54 employees as of Aug 26. Here is Keystone's employee count trend over the years:

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Top competitors of Keystone include Dezerv, Nuvama and Farther. Here is the list of Top 10 competitors of Keystone, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Dezerv 2021, Mumbai (India), Series C	Wealth management platform offering financial planning and advisory service	$100M	Premji Invest, Accel & 49 others	78/100
2nd	Nuvama 1993, Mumbai (India), Public	Diversified of wealth & asset management services	-	Tryrock, Sanaka India	75/100
3rd	Farther 2019, New York City (United States), Series D	App-based financial planning and management platform for individuals	$272M	CapitalG, General Atlantic & 14 others	68/100
4th	Warren 2014, Porto Alegre (Brazil), Series C	Diversified investment management firm	$105M	GIC, QED Investors & 14 others	68/100
5th	Pontera 2012, New York City (United States), Series C	Tax management solutions for businesses	$160M	Lightspeed Venture Partners, Horizons Ventures ... & 11 others	68/100
6th	Phoenix Group 1782, London (United Kingdom), Public	Provider of long-term savings, retirement, and life insurance solutions	-	Kingdom Holding Company, TDR Capital & 2 others	67/100
7th	Origin 2019, San Francisco (United States), Series B	Financial planning solutions for employees	$68M	Felicis Ventures, General Catalyst & 13 others	66/100
8th	ET Money 2014, Gurugram (India), Acquired	App-based mutual fund investment platform	-	-	63/100
9th	Compound 2019, San Francisco (United States), Series B	Wealth and financial management platform	$37.1M	Greenoaks, Y Combinator & 15 others	62/100
10th	Scottish Widows 1815, Edinburgh (United Kingdom), Public	Women bank	-	-	60/100
28th	Keystone 2006, Salt Lake City (United States), Acquired	Online financial and investment advisory platform for individuals	-	Access Ventures, Braviant Holdings	54/100

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Keystone has not made any acquisitions yet. Keystone has made 5 investments.

Here is the list of latest three $investments:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
Jan 20, 2023	Investments	LivAway Suites	2022	Lehi (United States)
Oct 03, 2022	Investments	Loop	2018	Los Angeles (United States)
Aug 04, 2021	Investments	Brandless	2014	San Francisco (United States)