Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Key Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for Key Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Key Financial
Provider of wealth management services, including financial planning and portfolio management. The firm is a federally registered investment advisor and offers securities through Royal Alliance Associates, Inc. Insurance services are also available, independent of Royal Alliance Associates, Inc. Advisory services are offered through Key Financial, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.
- Sector
- Financial Services
- HQ
- West Chester, PA, United States
- Employees
- 161
- Website
- keyfinancialinc.com/
- Ownership
- Privately Held (no backing)
Key Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Key Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Key Financial in its N-PORT filings yet. We sweep new filings monthly.