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VerifiedFinancial Services· Founded 2014

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. https://twelvepointswealth.com/important-disclosure-information Our 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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HeadquartersConcord, United StatesEmployees26(11 to 50)Annual revenue$1M to <$10MFounded year2014Websitetwelvepointswealth.comLinkedIn profileLinkedIn

Verified contacts

24

available on Kipplo

LinkedIn employees

26

11 to 50 range

Open roles

no listings

Distinct roles

17

indexed titles

Tech stack

1

tools in use

Monthly traffic

44

organic / mo

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Top roles at Twelve Points Wealth Management

17 distinct titles indexed · top 10 shown.

  • 3relationship manager
  • 2senior relationship manager
  • 2senior wealth advisor
  • 2wealth management intern
  • 1()
  • 1account relationship manager
  • 1associate financial planner
  • 1business consultant
  • 1chief compliance officer
  • 1co-founder and ceo, wealth manager
  • +7more titles

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