Twelve Points Wealth Management
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
9 Damonmill Sq Ste 3A, Concord, Massachu...Phone Number
(978) 318-9500Website
www.twelvepointswealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
1
1
1
1
About Twelve Points Wealth Management
Twelve Points Wealth Management is a Registered Investment Advisory firm dedicated to helping clients achieve financial freedom and security through a commitment to integrity and trust. Their services cater to a diverse clientele including attorneys, entrepreneurs, foundations, endowments, and women, aiming to provide tailored financial advice that focuses on clients' best interests. The firm emphasizes clear communication and attention to detail in managing clients' wealth. Founded by an Eagle Scout, Twelve Points aims to rebuild trust in financial services while supporting clients in achieving their financial goals.Explore more
Twelve Points Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Twelve Points Wealth Mana...
<$5M
11-50
Private
<$5M
2014
GP
Gregory PhillipsWellness & Employee Education Director, Financial
Company Profile Activity
Activity Insights
Twelve Points Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Twelve Points Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Twelve Points Wealth Management.
Twelve Points Wealth Management financials insights
Gather financial insights about Twelve Points Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Twelve Points Wealth Management Tech Stack
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Twelve Points Wealth Management is a Registered Investment Advisory firm dedicated to helping clients achieve financial freedom and security through a commitment to integrity and trust. Their services cater to a diverse clientele including attorneys, entrepreneurs, foundations, endowments, and women, aiming to provide tailored financial advice that... Read More
