Twelve Points Wealth Management Revenue and Competitors
Estimated Revenue & Valuation
- Twelve Points Wealth Management's estimated annual revenue is currently $5.2M per year.
- Twelve Points Wealth Management's estimated revenue per employee is $168,000
Employee Data
- Twelve Points Wealth Management has 31 Employees.
- Twelve Points Wealth Management grew their employee count by 29% last year.
Twelve Points Wealth Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Founder & President, Wealth Advisor | Reveal Email/Phone |
2 | Wealth Advisor, Chief Operating Officer | Reveal Email/Phone |
3 | Chief Compliance Officer | Reveal Email/Phone |
4 | Partner and Principal in the Family Office division | Reveal Email/Phone |
5 | Financial Controller | Reveal Email/Phone |
6 | Corporate Retirement Plan Consultant & Private Wealth Advisor | Reveal Email/Phone |
7 | Principal | Reveal Email/Phone |
8 | Business Consultant | Reveal Email/Phone |
Twelve Points Wealth Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Twelve Points Wealth Management?
Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost America’s trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry. \n\nOur values reflect the principles of the Scout Law: aiming to be trustworthy, loyal, helpful and friendly guides through our clients' financial affairs. We assist our clients in reaching their goals and fulfilling their dreams in any way we can - whether through financial planning, investment management, or using our network of contacts to provide concierge level services. Our mission is to be THE trusted advisor for our clients. We are fortunate to work with clients who value their relationship with us as much as we value our relationship with them.
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Total Funding
31
Number of Employees
$5.2M
Revenue (est)
29%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Concord
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $3.6M | 31 | 7% | N/A |
#2 | $3.6M | 31 | 19% | N/A |
#3 | $6.1M | 31 | -11% | N/A |
#4 | $4.5M | 32 | 7% | N/A |
#5 | $7.4M | 32 | 3% | N/A |