Keen Wealth Advisors Receives Capital Investment from Emigrant Partners

Overland Park-based Keen Wealth Advisors has received a capital investment from New York-based Emigrant Partners. Photo credit: Shutterstock (Andrii Yalanskyi).

Posted April 9, 2026

Overland Park-based Keen Wealth Advisors has landed a new majority investor, wealth management firm Emigrant Partners.

Emigrant Partners holds a minority, non-voting position in the Overland Park firm. Following the investment, Keen will operate independently with its leadership team and advisory staff remaining intact, according to a release. The total amount of capital investment was not disclosed in the release.

Headquartered in New York, Emigrant Partners is a wealth and alternative asset management firm with minority investments in 21 firms overseeing $115 billion in combined assets under management.

“We have known Keen for quite some time and have always admired the work that Bill and his team have done – both for their clients and as personal finance thought leaders,” president and CEO of Emigrant Partners, Jenny Souza, said in the release. “Keen’s business has been built with intention from the ground up, always with a foundation of organic growth and exceptional client service.”

Houlihan Lokey acted as the exclusive financial advisor to Keen Wealth Advisors. Godfrey & Kahn served as Keen’s legal advisor.

Keen Wealth Advisors was founded in 2014 by CEO Bill Keen. Today, the firm manages $1.3 billion in assets. With the capital support of Emigrant Partners, Keen Wealth Advisors will look to bolster its team and technology resources.

“Whether that’s better technology, more planning resources, or the enhanced capacity to give every family the high level of personalized attention that sets Keen apart,” Keen said in the release. “We were very intentional about finding a partner who would let us keep doing things our way, and Emigrant is that partner.”