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
- SectorsTechnology
- Phone•••• ••••
- Website keystonenational.com
- Social LinkedIn
- Acquired by Virtus (Dec 2025)
- Latest Funding Round$50M (USD), Debt – Conventional
Jun 2018
- InvestorsVirtus Investment Partners
& 1 more
- Acquired byVirtus
(Dec 2025)
Funding Insights of Keystone National
- Total Rounds 1
- Last Round Debt – Conventional — $50M
- First Round $50M
(Jun 2018)
- Investors Count 1
All 1 funding rounds of Keystone National with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2018 | $50M | Debt – Conventional | – | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Credit assessment solutions for individuals and businesses | 2014 | braviantholdings.com | Chicago, United States | |
Diversified investment management services are provided globally. | 2009 | virtus.com | Hartford, United States |
Investor details for Keystone National
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of Keystone National
15 people are tracked at Keystone National (11 in leadership, 4 in team).
| Name | Role | Group |
|---|---|---|
Brandon Nielson | Co-Founder | Leadership |
John Earl | Co-Founder | Leadership |
Suman Mallick | Managing Director | Portfolio Manager | Leadership |
Craig Cardall | Senior Vice President Asset Management | Leadership |
Brett Winder | Chief Financial Officer, Private Credit | Leadership |
Heston Nielson | Partner | Leadership |
Ben Clifford | Managing Director | Leadership |
Taylor Jackson | Managing Partner | Leadership |
Raymond Chan | Managing Director, Private Credit Investments | Leadership |
Grant Calder | Partner | Leadership |
Steven Taylor | Vice President | Leadership |
Aaron Stevenson | Investment And Originations Analyst | Team |
Ryan Ruth | Senior Associate, Private Credit Investments | Team |
Connor Hoisington | Private Credit Analyst | Team |
Cody Solomon | Principal | Team |
Complete people profiles for Keystone National
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Keystone National
3 dated milestones of Keystone National across 19 years, from founding to its latest funding, stage changes and deals.
- Founded Keystone National is founded.
- Funding First funding round of $50.0M.
- Exit Acquired by Virtus.
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 | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | – | AI-enabled financial planning and advisory solutions are provided for individuals. | |
| ascensus.com | 1980 | Dresher, United States | – | 5,112 | Retirement, health, and college savings services are administered nationwide. | |
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise | |
| farther.com | 2019 | New York, United States | $118M | – | App-based financial planning and management platform for individuals | |
| pocketnest.com | 2017 | Michigan, United States | $9M | – | An app-based platform is provided for individual wealth management. | |
| hicapitalize.com | 2019 | New York, United States | $33.5M | – | Financial planning and advisory platform | |
| harnesswealth.com | 2018 | New York, United States | $35.95M | – | Data-driven wealth management platform | |
| earnedwealth.com | 2021 | New York, United States | $224M | – | Financial advisory and wealth management are provided to healthcare professionals. | |
| newretirement.com | 2005 | San Francisco, United States | $20M | 16 | Operates a digital hub for comprehensive retirement planning services. | |
| finlocker.com | 2015 | St. Louis, United States | $43.48M | 23 | Online financial management platform for individuals and businesses |
Detailed competitors of Keystone National
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Keystone National
Websites that share an audience with Keystone National (keystonenational.com).
Websites whose visitors overlap most with Keystone National. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| mai.capital | 100% | 22.6K | #1,094,267 | View details |
Latest news on Keystone National
Complete news archive for Keystone National
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Keystone National
10 companies that operate in the same segment as Keystone National (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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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.
Yes. Keystone National was acquired by Virtus in December 2025.