Winged Keel

New York, United States Founded: 1989 • Age: 37 yrs Acquired By GTCR
Life insurance brokerage services are provided by Winged Keel.

About Winged Keel

Winged Keel is a Financial Services company based in New York (United States) founded in 1989, and was acquired by GTCR in January 2025. Life insurance brokerage services are provided by Winged Keel. The company has 67 employees. Winged Keel has completed 2 acquisitions, including Knight Planning and The Madison Group. Its focus areas include Insurance Distribution and Life. Its legal entity is Winged Keel Group.

Company details

Winged Keel was established in 1989 in New York, United States, as a broker in the life insurance sector. Policies and related financial products are sourced and arranged for clients through partnerships with insurers. Operations are centered in the U.S. market, with a focus on advisory services for individual and group coverage needs. The domain wingedkeel.com supports client interactions and information access.

  • Headquarters New York, United States
  • Employees 67
  • Stage Acquired
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website wingedkeel.com
  • Social LinkedIn X
  • Acquired by GTCR (Jan 2025)
  • Legal Name Winged Keel Group
Key Metrics

Investors in Winged Keel

Winged Keel has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include GTCR Chicago Private Equity Firm.

All
Venture Fund
InvestorDescriptionFounded YearDomainLocation
Private equity investments and firm management in Chicago.
gtcr.com
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Investor details for Winged Keel

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People of Winged Keel

17 people are tracked at Winged Keel (11 in leadership, 6 in team); the tracked headcount is 67.

NameRoleGroup
Christian Lysinger
Director, Client ServicesLeadership
Doug Doughty
Director, Case DesignLeadership
Stephanie Preston
Director, Marketing And CommunicationsLeadership
Amy Donaldson
DirectorLeadership
Jerry Cheung
Director, Information TechnologyLeadership
Kathleen Watt
Director, Client Relationship ManagerLeadership
Douglas Doughty
Director, Case DesignLeadership
Tim Mccarty
Director, Client Relationship ManagerLeadership
Katie Watt
Director, Client Relationship ManagerLeadership
Mee Mei Zhao
Director, Case DesignLeadership
Vikash Haritwal
Principal, Chief Financial OfficerLeadership
Lily Richards
Associate, Client Relationship ManagerTeam
Ken Masters
Private WealthTeam
Matthew Naumec
Senior Associate, Client Relationship ManagerTeam
Anthony Iorio
Senior Associate, Client Relationship ManagerTeam
Ashley Laptas
Senior AssociateTeam
Alisa Bolton
Senior Client Services AssociateTeam
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Investments & Acquisitions by Winged Keel

Winged Keel has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Knight Planning and The Madison Group.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Diversified operations are conducted across multiple industries by the conglomerate.
themadisongroup.comGreenwood Village, United States1968Jun 2023β€’β€’β€’β€’
Investment advisory services are provided for financial planning needs.
knightplanning.comHouston, United States2006Jan 2021β€’β€’β€’β€’
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Timeline of Winged Keel

4 dated milestones of Winged Keel across 36 years, from founding to its latest funding, stage changes and deals.

  1. Founded Winged Keel is founded.
  2. Acquisition Acquires Knight Planning.
  3. Acquisition Acquires The Madison Group.
  4. Exit Acquired by GTCR.

Web traffic of Winged Keel

The website of Winged Keel (wingedkeel.com) receives about 6.1K visits a month.

  • Monthly visits
    6.1K

    ▼ 25.4% vs previous month

Similar websites

Websites whose visitors overlap most with Winged Keel. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
indeed.com
100%
416.4M#70View details
glassdoor.com
96%
30.5M#1,976View details
risklifeinsurance.com
risklifeinsurance.com
69%
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Top companies in Insurance & Risk Management

3 companies that operate in the same segment as Winged Keel (Insurance & Risk Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment advisory, insurance distribution, and risk management services are provided.
1998Chicago, Illinois, United StatesUSD 1.6 B
Financial institution offering insurance & transaction services
1847Jacksonville, United StatesUSD 500 MUSD 14.51 B23,530
Integrated healthcare services and coverage are provided nationwide.
1945United States
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Related news about Winged Keel

GTCR Announces Invests in Winged Keel Group
Themiddlemarket β€’ 1 year ago
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Frequently Asked Questions about Winged Keel

Winged Keel was founded in 1989.

Winged Keel is headquartered in New York, United States. It is registered at New York, New York, United States.

Winged Keel has 67 employees.

Winged Keel was established in 1989 in New York, United States, as a broker in the life insurance sector. Policies and related financial products are sourced and arranged for clients through partnerships with insurers. Operations are centered in the U.S. market, with a focus on advisory services for individual and group coverage needs. The domain wingedkeel.com supports client interactions and information access.

Winged Keel has made 2 acquisitions, including Knight Planning, and The Madison Group.

Winged Keel has 1 investor. Key investors include GTCR Chicago Private Equity Firm.

Winged Keel operates through Winged Keel Group.

Yes. Winged Keel was acquired by GTCR in January 2025.

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