Insights

Strong Market Position Twelve Points Wealth Management has achieved notable recognition as the top wealth management firm in Massachusetts, demonstrating a solid local reputation and potential for regional expansion or partnership opportunities with other financial institutions and service providers.

Trust-Centric Approach With a foundational mission to restore trust in the financial advisory industry, Twelve Points emphasizes transparency, loyalty, and client relationships, making it an ideal partner for firms seeking to enhance client confidence and engagement strategies.

Technology Utilization The company's use of modern digital tools such as Google Tag Manager and Shopify indicates openness to innovative solutions and digital marketing, presenting opportunities to offer tailored fintech integrations or digital client engagement platforms.

Investment Activities Recent investments in assets like Avalara suggest active asset management and portfolio diversification, opening avenues for collaborating on investment technology solutions, financial analytics, or exclusive investment products with similar firms.

Growth Potential With a revenue range of 25 to 50 million dollars and a dedicated team of fewer than 50 employees, Twelve Points exhibits scalable growth prospects, making it a prime target for professional services, compliance solutions, or strategic alliances aimed at expanding their service offerings.

Similar companies to Twelve Points Wealth Management

Twelve Points Wealth Management Tech Stack

Twelve Points Wealth Management uses 8 technology products and services including RSS, Shopify, jQuery, and more. Explore Twelve Points Wealth Management's tech stack below.

  • RSS
    Content Management System
  • Shopify
    E-commerce
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Elementor
    Page Builders
  • Google Tag Manager for WordPress
    Web Platform Extensions
  • Ivory Search
    Web Platform Extensions
  • Max Mega Menu
    Widgets

Twelve Points Wealth Management's Email Address Formats

Twelve Points Wealth Management uses at least 2 format(s):
Twelve Points Wealth Management Email FormatsExamplePercentage
First@twelvepointswealth.comJohn@twelvepointswealth.com
76%
Last@twelvepointswealth.comDoe@twelvepointswealth.com
15%
First.Last@twelvepointswealth.comJohn.Doe@twelvepointswealth.com
9%

Frequently Asked Questions

Where is Twelve Points Wealth Management's headquarters located?

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Twelve Points Wealth Management's main headquarters is located at 9 Pond Lane Suite 3a Concord, Massachusetts 01742 United States. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Twelve Points Wealth Management's phone number?

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You can contact Twelve Points Wealth Management's main corporate office by phone at . 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 Twelve Points Wealth Management's official website and social media links?

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Twelve Points Wealth Management's official website is twelvepoints.com and has social profiles on LinkedIn.

What is Twelve Points Wealth Management's NAICS code?

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Twelve Points Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does Twelve Points Wealth Management have currently?

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As of April 2026, Twelve Points Wealth Management has approximately 27 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Compliance Officer: K. V. W.Co-Founder And Ceo, Wealth Manager: D. C.Co-Founder & President, Wealth Advisor: F. F.. Explore Twelve Points Wealth Management's employee directory with LeadIQ.

What industry does Twelve Points Wealth Management belong to?

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Twelve Points Wealth Management operates in the Financial Services industry.

What technology does Twelve Points Wealth Management use?

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Twelve Points Wealth Management's tech stack includes RSSShopifyjQueryjQuery MigrateElementorGoogle Tag Manager for WordPressIvory SearchMax Mega Menu.

What is Twelve Points Wealth Management's email format?

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Twelve Points Wealth Management's email format typically follows the pattern of First@twelvepointswealth.com. Find more Twelve Points Wealth Management email formats with LeadIQ.

When was Twelve Points Wealth Management founded?

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Twelve Points Wealth Management was founded in 2014.

Twelve Points Wealth Management

Financial ServicesMassachusetts, United States11-50 Employees

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://www.twelvepoints.com/disclosure-full/

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.

Section iconCompany Overview

Headquarters
9 Pond Lane Suite 3a Concord, Massachusetts 01742 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Twelve Points Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Twelve Points Wealth Management's revenue is estimated to be in the range of $25M$50M

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