What departments does Twelve Points Wealth Management have?

Twelve Points Wealth Management has employees across 4 departments including Administrative, Education, Finance, Consultant.

What is the largest department at Twelve Points Wealth Management?

The largest department at Twelve Points Wealth Management is Finance with 6 employees.

Where are Twelve Points Wealth Management employees located globally?

Twelve Points Wealth Management has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Twelve Points Wealth Management's team size changed over time?

Twelve Points Wealth Management's team has decreased from approximately 34 to 31 employees based on available data.

Twelve Points Wealth Management Employee Directory

Q: Who are Twelve Points Wealth Management's key employees and leadership?

Twelve Points Wealth Management's key employees include: Co-Founder And Ceo, Wealth Manager: D. C., Chief Compliance Officer: K. V. W., Co-Founder & President, Wealth Advisor: F. F..

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.

Find Twelve Points Wealth Management employees' phone numbers or email addresses

Twelve Points Wealth Management Global Highlights

North America
40

United States Of America
40

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Oceania
1

Australia
1

Twelve Points Wealth Management's Leadership

K. V. W.
Chief Compliance Officer
Mobile Phone
Email
D. C.
Co-Founder And Ceo, Wealth Manager
Mobile Phone
Email
F. F.
Co-Founder & President, Wealth Advisor
Mobile Phone
Email
C. C.
Partner And Principal In The Family Office Division
Mobile Phone
Email
G. P.
Director, Financial Wellness & Employee Education
Mobile Phone
Email
T. D.
Financial Controller
Mobile Phone
Email
B. C.
Senior Relationship Manager
Mobile Phone
Email
H. L.
Relationship Manager
Mobile Phone
Email

Twelve Points Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Accounting
Legal
Other
Consultant

Contact profiles from Twelve Points Wealth Management

Name

Title

Contact Info

Location

Last Update

D. C.
Senior Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Mar 04, 2026
T. K.
Sr Retirement Plan Consultant
Mobile Phone
Email
United StatesNorth Carolina
Feb 17, 2026
J. K.
Business Consultant
Mobile Phone
Email
United StatesMassachusetts
Mar 04, 2026
A. M.
Financial Advisor
Mobile Phone
Email
United StatesMassachusetts
Apr 13, 2026
C. M.
Associate Financial Planner
Mobile Phone
Email
United StatesConnecticut
Apr 15, 2026
J. K.
Wealth Advisor / Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Nov 27, 2025
M. M.
Financial Adviser
Mobile Phone
Email
United KingdomEngland
Jan 21, 2026
T. H.
Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Nov 27, 2025
E. S.
Intern
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 31, 2025
B. M.
Financial Advisor
Mobile Phone
Email
United StatesKentucky
Apr 16, 2026

Frequently Asked Questions

What is Twelve Points Wealth Management known for?

Twelve Points Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 9 Pond Lane Suite 3a Concord, Massachusetts 01742 United States; you can contact the main corporate office by phone at

+1-978-318-****

. Explore Twelve Points Wealth Management's company overview page for more information.

What is Twelve Points Wealth Management's most common email format?

Twelve Points Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Twelve Points Wealth Management email formats with LeadIQ.

How many employees does Twelve Points Wealth Management have currently?

Twelve Points Wealth Management has approximately 27 employees as of April 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Twelve Points Wealth Management's key employees and leadership?

As of April 2026, Twelve Points Wealth Management's key employees include:

Chief Compliance Officer: K. V. W.
Co-Founder And Ceo, Wealth Manager: D. C.
Co-Founder & President, Wealth Advisor: F. F.
Partner And Principal In The Family Office Division: C. C.
Director, Financial Wellness & Employee Education: G. P.

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