Basepoint Wealth
Finance · Iowa, United States · 11-50 Employees
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Overview
Headquarters
4144 Golf St NE, Cedar Rapids, Iowa, 524...Phone Number
(319) 826-1898Website
www.basepointwealth.comRevenue
$5.6 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Basepoint Wealth
Basepoint Wealth is a fee-only financial advisory firm based in Cedar Rapids, Iowa, providing personalized wealth management and advice to clients nationwide. They emphasize independent, fiduciary advice, ensuring their clients' interests are always prioritized. Their services include financial planning and investment management tailored to individual needs and goals. With a focus on transparency and simplicity, Basepoint Wealth aims to make financial services accessible and manageable for their clients.Explore more
Basepoint Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Basepoint Wealth
$5.6M
11-50
Private
<$5M
2017
KW
Kathryn WallacePresident & Managing Wealth Advisor & Partner
Company Profile Activity
Activity Insights
Basepoint Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Basepoint Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Basepoint Wealth.
Basepoint Wealth financials insights
Gather financial insights about Basepoint Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Basepoint Wealth Tech Stack
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Most Recent Scoops
Open Position
Mergers & Acquisitions (M&A)
Funding
Basepoint Wealth has received an SBA PPP loan for $150,000-350,000 from Farmers & Merchants Savings Bank, supporting the retention of 12 jobs.
Funding
Basepoint Wealth News & Media
Basepoint Wealth Crosses $500 Million in Assets Under Management
CEDAR RAPIDS, Iowa, Aug. 17, 2021 /PRNewswire/ -- Basepoint Wealth (www.basepointwealth.com), a fee-only wealth management firm based in Cedar Rapids, IA, is pleased to announce that the firm's assets under management have surpassed $500 million. The milestone comes less than 4 years...Basepoint Wealth Extending Reach with Des Moines Acquisition
DES MOINES, Iowa, July 19, 2021 /PRNewswire/ -- Basepoint Wealth (www.basepointwealth.com), a fee-only wealth management firm based in Cedar Rapids, IA has acquired Charter Accounting, PLC in a transaction completed June 30, 2021. The acquired business will operate as an affiliate under...
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Frequently Asked Questions Regarding Basepoint Wealth
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Basepoint Wealth is a fee-only financial advisory firm based in Cedar Rapids, Iowa, providing personalized wealth management and advice to clients nationwide. They emphasize independent, fiduciary advice, ensuring their clients' interests are always prioritized. Their services include financial planning and investment management tailored to individ... Read More
