Insights

Recent Investments Truepoint Wealth Counsel recently invested $398,000 in Philip Morris International, showcasing an interest in expanding investment portfolios.

Expansion Strategy The company expanded its offices to a new location at 9999 Carver Road, indicating potential growth and an increased client base.

Acquisition Activity Truepoint Wealth Counsel acquired RhineVest Advisors for $1M, demonstrating a proactive approach to expanding services and market presence.

Tech-savvy Operations Utilization of advanced technologies like Google Analytics, Intercom, and Cloudflare Bot Management indicates a focus on innovation and efficiency.

Employee Expertise Hiring of individuals like Kyle Dodson as a financial planning associate and Steven Milby as a client service associate suggests a commitment to enhancing financial advisory offerings.

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 FormatsExamplePercentage
F.Last@truepointwealth.comJ.Doe@truepointwealth.com
66%
FLast@truepointwealth.comJDoe@truepointwealth.com
26%
First@truepointwealth.comJohn@truepointwealth.com
4%
First.Last@truepointwealth.comJohn.Doe@truepointwealth.com
4%

Frequently Asked Questions

Where is Truepoint Wealth Counsel's headquarters located?

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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?

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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?

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

How much revenue does Truepoint Wealth Counsel generate?

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

What is Truepoint Wealth Counsel's NAICS code?

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

How many employees does Truepoint Wealth Counsel have currently?

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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?

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Truepoint Wealth Counsel operates in the Financial Services industry.

What technology does Truepoint Wealth Counsel use?

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

What is Truepoint Wealth Counsel's email format?

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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?

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Truepoint Wealth Counsel was founded in 1990.
Truepoint Wealth Counsel

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.

Section iconCompany Overview

Headquarters
9999 Carver Road Suite 200 Cincinnati, Ohio 45242 US
Phone number
+1-513-792-6648
NAICS Code
52 - Finance and Insurance
Founded
1990
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    Truepoint Wealth Counsel's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Truepoint Wealth Counsel's revenue is in the range of $10M$50M

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