Basepoint Wealth
Finance · Iowa, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
4144 Golf St NE, Cedar Rapids, Iowa, 524...Phone Number
(319) 826-1898Website
www.basepointwealth.comRevenue
$5.6 MillionIndustry
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
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to Basepoint Wealth
Compare insights from companies similar to Basepoint Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Basepoint Wealth
$5.6M
11-50
Private
<$5M
2017
KW
Kathryn WallacePresident & Managing Wealth Advisor & Partner
Basepoint Wealth Tech Stack
A closer look at the technologies used by Basepoint Wealth
Top Finance Companies
Top companies in Australia by revenue
Frequently Asked Questions Regarding Basepoint Wealth
Sign Up For FreeTo access detailed company insights
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
