Keystone National

Salt Lake City, United States Founded: 2006 • Age: 20 yrs Acquired By Virtus
Financial and investment advisory services are offered online to individuals.
Annual revenue - Latest available
Total funding - 1 rounds
Employees - Tracked headcount
Investors 2 Known backers
Products - Services tracked
Competitors 10 Brand Intelligence

About Keystone National

Keystone National is a company based in Salt Lake City (United States) founded in 2006 by Brandon Nielson and John Earl was acquired by Virtus in December 2025. Keystone National operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.

  • Headquarter Salt Lake City, United States
  • Founders Brandon Nielson, John Earl
  • Sectors
    Technology
  • Phone
    Locked
  • Website
    Locked
  • Social
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Operational Areas
Technology → Marketing, Adtech & Commerce Technology Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    Not available
  • Net Profit
    Not available
  • EBITDA
    Not available
  • Latest Funding Round
    $50 M (USD), Debt – Conventional

    Jun 13, 2018

  • Investors
  • Employee Count
    Not available
  • Acquired by
    Virtus

    (Dec 05, 2025)

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People of Keystone National

Headcount 10-50
Employee Profiles 15
Employee Profiles
People
Aaron Stevenson
Investment And Originations Analyst
People
Ryan Ruth
Senior Associate, Private Credit Investments
People
Brandon Nielson
Co-Founder and Managing Partner
People
Brett Winder
Chief Financial Officer, Private Credit

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Funding Insights of Keystone National

Investors in Keystone National

Keystone National has secured backing from 2 investors, including institutional investors. Prominent investors backing the company include Virtus Investment Partners and Braviant Holdings.

All
Institutional
Investor Description Founded Year Domain Location
Credit assessment solutions for individuals and businesses
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Diversified investment management services are provided globally.
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Investor details for Keystone National

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  • Investor locations
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Investments & Acquisitions by Keystone National

Investments
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Investment portfolio details for Keystone National

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Financial Statements - Keystone National

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Detailed financials for Keystone National

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Keystone National Comparisons

Keystone National Primary company
Description
Financial and investment advisory services are offered onlin...
Location
Salt Lake City, United States
Founded Year
2006
Annual Revenue
Not available
Net Profit
Not available
EBITDA
Not available
Employees
Not available
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Peer comparison for Keystone National

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Competitors of Keystone National

Keystone National operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Pocketnest, among others.

Company Name Domain Founded year HQ Location Description
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AI-enabled financial planning and advisory solutions are provided for individuals.
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Retirement, health, and college savings services are administered nationwide.
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Personal finance management and investment advise
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App-based financial planning and management platform for individuals
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An app-based platform is provided for individual wealth management.
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Financial planning and advisory platform
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Detailed competitors of Keystone National

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Latest news on Keystone National

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Complete news archive for Keystone National

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Frequently Asked Questions about Keystone National

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

Keystone National is headquartered in Salt Lake City, United States. It is registered at Salt Lake City, Utah, United States.

Keystone was founded in 2006 in Salt Lake City, United States, by co-founders Brandon Nielson and John Earl. An online platform is operated to deliver financial and investment advisory for individuals. Solutions in private credit, equipment leasing, corporate finance, real estate private equity, and related areas are provided. Operations focus on financing and investment needs within the financial services sector.

Keystone National's top competitors include The Tifin Group, Ascensus and Farther.

Keystone National has 2 investors. Key investors include Virtus Investment Partners, and Braviant Holdings.

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