Insights

Fee-Only Fiduciaries Truepoint Wealth Counsel is a fee-only fiduciary RIA with 100% employee ownership, signaling a client-aligned advisory model and potential cross-sell opportunities in fee-based planning, tax and estate services, and personalized investment strategies.

Personalized Planning Core offerings include tax planning, tax preparation, and estate planning intertwined with investment guidance, presenting opportunities to upsell comprehensive financial wellness services and annual planning reviews to current clients.

Growth & Acquisition Historical growth activities include acquisitions and expansion of offices, indicating strategic capacity to onboard new high-net-worth clients and smaller investors through integrated services and a broader geographic footprint.

Diverse Client Initiatives Recent launches such as the Financial Wellness Checklist and Women’s Wealth Counsel suggest potential entry points for targeted outreach to mid-market employers for workplace financial wellness programs and to female-focused client segments.

Market Position & Scale With revenue in the 50-100 million range and a mid-sized employee base, Truepoint presents opportunities for partner integrations (tech, onboarding, analytics) and scalable advisory tech solutions to support growth, compliance, and client experience enhancements.

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Truepoint Wealth Counsel Tech Stack

Truepoint Wealth Counsel uses 8 technology products and services including LinkedIn Ads, Mailchimp, OpenAI, and more. Explore Truepoint Wealth Counsel's tech stack below.

LinkedIn Ads
Advertising
Mailchimp
Email
OpenAI
Generative Ai
Twilio
IT Infrastructure
Zapier
IT Infrastructure
Intercom
Live Chat
1Password
Security
Vimeo
Video Players

Media & News

Truepoint Wealth Counsel's Email Address Formats

Truepoint Wealth Counsel uses at least 4 email formats:

Truepoint Wealth Counsel Email Formats	Example	Percentage
F.Last@truepointwealth.com	J.Doe@truepointwealth.com	67%
FLast@truepointwealth.com	JDoe@truepointwealth.com	25%
First.Last@truepointwealth.com	John.Doe@truepointwealth.com	4%
First@truepointwealth.com	John@truepointwealth.com	4%

Frequently Asked Questions

What is Truepoint Wealth Counsel's phone number?

You can contact Truepoint Wealth Counsel's main corporate office by phone at

+1-513-792-****

. 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 August 2026, Truepoint Wealth Counsel's annual revenue is estimated to be $50M - $100M.

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 August 2026, Truepoint Wealth Counsel has approximately 108 employees across 2 continents, including North America and Europe. Key team members include President: L. J., Founder And Chief Executive Officer: R. L. and Sr. Portfolio Manager & Shareholder: L. M. 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 LinkedIn Ads, Mailchimp, OpenAI, Twilio, Zapier, Intercom, 1Password and Vimeo.

What is Truepoint Wealth Counsel's email format?

Truepoint Wealth Counsel's email format typically follows the pattern of F.Last@truepointwealth.com. 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

Q: How many employees does Truepoint Wealth Counsel have currently?

Truepoint Wealth Counsel has approximately 108 employees.

Q: What technology does Truepoint Wealth Counsel use?

Truepoint Wealth Counsel's tech stack includes Google Tag Manager, Rippling, Microsoft Office, Apple iCloud Mail, Twitter.

Q: What is Truepoint Wealth Counsel's NAICS code?

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

Financial ServicesOhio, United States51-200 Employees

Truepoint Wealth Counsel is a financial services firm founded in 1990 in Cincinnati, Ohio, operating as a fee-only fiduciary registered investment adviser and 100% employee-owned. The firm provides personal financial advisory services with a focus on tax planning and preparation, estate planning, and investment guidance guided by an evidence-based approach and clients' values and goals. It is headquartered at 9999 Carver Road, Suite 200, Cincinnati, Ohio 45242, and employs 51 to 200 people. Notable milestones include the 2016 acquisition of RhineVest, the 2018 expansion to 9999 Carver Road, and the 2010 launch of the Women's Wealth Counsel to support female clients. The company operates in the Financial Services industry and maintains a website at truepointwealth.com.