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Keel Point: Realizing the Benefits of Cloud-as-a-Strategy

Financial Services Firm Leverages the Evolve IP OneCloud™ for Integrated Solutions including: Virtual Desktops, Disaster Recovery, IP Phone System and Infrastructure-as-a-Service

The Challenge

Keel Point continues to grow through mergers and acquisition. To support growth and maintain high-touch client engagements, the executive team looked to adopt a sophisticated, integrated and custom technology infrastructure. The firm aimed to streamline disparate IT components, improve associate mobility and ensure regulatory compliance while controlling costs and IT resources.

The Solution

Keel Point turned to Evolve IP, with a strategy-first approach to cloud, to deploy both cloud computing and cloud communications via The Evolve IP OneCloud was the ideal partner for Keel Point. Within the Evolve IP virtual private cloud environment, Keel Point migrated to Infrastructure-as-a-Service (IaaS), then added in Desktops-as-a-Service (DaaS), Disaster Recovery as a Service (DRaaS) and IP phone systems in select offices.


Keel Point looked to overhaul its IT infrastructure to ensure business continuity, improve associate mobility and meet compliance requirements all while controlling IT costs and resources. The firm found a partner in Evolve IP, the only cloud services provider that could deliver a comprehensive strategy and deploy enterprise-grade services on a single solution, the Evolve IP OneCloud.

Customer Profile

Keel Point is a nationally recognized, independent investment advisory firm with more than $1.45 billion under management. Its wealth management advisors leverage person-to-person relationships, decades of experience, and a passion for strategic investment to aid its clients to “investing in their purpose.” The firm has more than 60 associates working across six offices with locations in Alabama, Tennessee, Virginia, and Kansas.

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