Insights

Recent Acquisitions Truepoint Wealth Counsel has a history of acquisitions, most notably acquiring RhineVest Advisors for $1M in 2016. This indicates a potential strategy for expanding client base and market share through targeted acquisitions.

Tech-Savvy Operations Utilization of technology tools like Google Analytics, Intercom, and Typeform showcases Truepoint's tech-savvy approach. Leveraging these tools can lead to streamlining operations and enhancing client engagement.

Expansion to New Offices The recent expansion of Truepoint to a new office location at 9999 Carver Road demonstrates growth potential and a fresh market presence. This could signify an opportunity to target businesses or individuals in the vicinity for prospective partnerships or clients.

Strategic Investments Truepoint's investment of $398K in Philip Morris International reflects a strategic financial move. Identifying companies like Philip Morris International for potential investment partnerships or financial advisory services could be a lucrative sales opportunity.

Employee Development and Hiring Continued hiring of financial planning associates and client service associates, such as Kyle Dodson and Steven Milby, indicates a focus on team growth. Partnering with Truepoint for training programs or recruitment services could open avenues for mutually beneficial collaborations.

Similar companies to Truepoint Wealth Counsel

Truepoint Wealth Counsel Tech Stack

Truepoint Wealth Counsel uses 8 technology products and services including Google Analytics, jQuery, Intercom, and more. Explore Truepoint Wealth Counsel's tech stack below.

Google Analytics
Analytics
jQuery
Javascript Libraries
Intercom
Live Chat
Open Graph
Miscellaneous
RSS
Miscellaneous
Typeform
Online Form Builders
Cloudflare Bot Management
Security
Twitter
Widgets

Media & News

Truepoint Wealth Counsel's Email Address Formats

Truepoint Wealth Counsel uses at least 1 format(s):

Truepoint Wealth Counsel Email Formats	Example	Percentage
F.Last@truepointwealth.com	J.Doe@truepointwealth.com	66%
FLast@truepointwealth.com	JDoe@truepointwealth.com	26%
First@truepointwealth.com	John@truepointwealth.com	4%
First.Last@truepointwealth.com	John.Doe@truepointwealth.com	4%

Frequently Asked Questions

Where is Truepoint Wealth Counsel's headquarters located?

Truepoint Wealth Counsel's main headquarters is located at 9999 Carver Road Suite 200 Cincinnati, Ohio 45242 US. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Truepoint Wealth Counsel's phone number?

You can contact Truepoint Wealth Counsel's main corporate office by phone at +1-513-792-6648. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Truepoint Wealth Counsel's official website and social media links?

Truepoint Wealth Counsel's official website is truepointwealth.com and has social profiles on LinkedIn.

How much revenue does Truepoint Wealth Counsel generate?

As of July 2024, Truepoint Wealth Counsel's annual revenue reached $35M.

What is Truepoint Wealth Counsel's NAICS code?

Truepoint Wealth Counsel's NAICS code is 52 - Finance and Insurance.

How many employees does Truepoint Wealth Counsel have currently?

As of July 2024, Truepoint Wealth Counsel has approximately 87 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Infrastructure Officer: S. K.Chief Operating Officer: K. H.Ceo & Shareholder: S. C.. Explore Truepoint Wealth Counsel's employee directory with LeadIQ.

What industry does Truepoint Wealth Counsel belong to?

Truepoint Wealth Counsel operates in the Financial Services industry.

What technology does Truepoint Wealth Counsel use?

Truepoint Wealth Counsel's tech stack includes Google AnalyticsjQueryIntercomOpen GraphRSSTypeformCloudflare Bot ManagementTwitter.

What is Truepoint Wealth Counsel's email format?

Truepoint Wealth Counsel's email format typically follows the pattern of . Find more Truepoint Wealth Counsel email formats with LeadIQ.

When was Truepoint Wealth Counsel founded?

Truepoint Wealth Counsel was founded in 1990.

Truepoint Wealth Counsel

Financial ServicesOhio, United States51-200 Employees

Since our founding in 1990, the focus of Truepoint Wealth Counsel has been creating the best personal financial advisory experience possible. 

We are fee-only fiduciaries and remain 100% employee-owned. We employ an evidence-based investment strategy. Tax planning and preparation and estate planning strategy are a core element of our client experience and have been for years. And all our guidance is rooted in your personal values and goals. Let us connect all the dots in your financial life to deliver peace of mind and possibility.

This is life and wealth, well managed.