AI-native consulting and development for financial firms. Microsoft-first.

Is your technology working for your firm, or is your firm working around it?

Most firms run on disconnected systems, manual workarounds, and data locked in places nobody can search. Keel builds directly into the environment you already own. Your Microsoft tenant. Your data. Your workflows. Yours to keep.

Talk to Keel

What We Do

Keel is an AI-native consulting and development firm for financial services.

There's a gap between what firm leadership wants to change and what actually gets built. Advisors deliver roadmaps. IT is stretched thin. AI stays theoretical. Meanwhile, the firm runs on legacy systems, manual processes, and workarounds that nobody has time to fix.

Keel closes that gap through the Foundry: AI-native teams led by experienced architects who guide, build, and ship together. No handoff between the people who advise and the people who execute. One accountable partner, building directly into your Microsoft environment, with every engagement compounding into capabilities your firm actually owns.

Learn more about what we do →

The Keel Stack

Everything Keel does runs through three layers, each reinforcing the others.

Services Guide. Build. Ship.

Delivered through the Keel Foundry. Fractional CXO advisory, application development, legacy modernization, security, GCC, and data and document management. Foundry teams are led by experienced architects and built around outcomes, not headcount. AI-native from the inside out.

Platform Integrate. Automate. Compound.

Microsoft is the foundation. Microsoft 365, SharePoint, Azure, and Entra are the backbone. On top of that, Keel builds the capabilities that make it work as one system for your firm: structured data and documents, workflow automation, integrations across your tools, and governance that holds as the firm grows. Every engagement produces assets that live in your environment and compound over time.

Infrastructure Secure. Govern. Scale.

Cloud architecture, identity, security, and operational governance, designed and operated on Microsoft. Keel manages the foundation so everything above it holds. Microsoft-first is a strategic commitment, not a default.

Why Firms Work With Keel

Financial firms usually bring us in when:

They've invested heavily in Microsoft but are using a fraction of what it can do
AI is on the agenda but no one knows where to start or how to make it real
The firm knows it needs to change but isn't sure what direction to take
Data, documents, and institutional knowledge are trapped in systems nobody can search
Manual processes and workarounds are scattered across the firm with no structure underneath
Vendors bring advice, but no one owns execution
Growth is outpacing the firm's operational foundation

This is what Keel does. We bring consulting, development, and managed services together so the firm gets one partner who guides, builds, and runs the technology it depends on.

Who We Work With

Keel partners with financial firms that:

Need a partner who gets the most out of the Microsoft investment they already have
Recognize AI is table stakes, not just a technology to deploy
Realize the unlocked potential in their firm's data and documents
Are ready to automate the firm's workflows and retire legacy processes
Want a partner who guides the execution, not just presents a strategy

If your firm wants ideas, there are plenty of advisors. If your firm wants the work done right, there is Keel.