Basepoint Wealth Revenue

Financial Services • Cedar Rapids, Iowa, United States • 11-20 Employees

Basepoint Wealth revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,500,000
Total funding	No funding

Key Contacts at Basepoint Wealth

Landis Wiley

Partner // Director Of Business Development

Shelley Woods

Director Of Marketing And Public Relations

Katherine Kula

Director Of Operations, Chief Compliance Officer

Company overview

Headquarters	4144 Golf St NE, Cedar Rapids, Iowa 52402, US
Phone number	+13198261898
Website	basepointwealth.com
NAICS	52
SIC	628
Keywords	Tax Planning, Wealth Management, Income Planning, Retirement Planning, Fiduciary, Financial Planning, Investment Management, Fee-Only, Independent Advice, Employer Sponsored Retirement Plans, Tax And Accounting, High Net Worth Clients, Private Foundations
Founded	2017
Employees	11-20
Socials

Basepoint Wealth Email Formats

Basepoint Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@basepointwealth.com), used 85.7% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@basepointwealth.com	85.7%
{first name}.{last name}	john.doe@basepointwealth.com	14.3%

About Basepoint Wealth

Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core of what we do. No exceptions. No exemptions. We are one of the Corridor's largest fee-only Registered Investment Advisors. Basepoint Wealth is dedicated to providing clear and independent advice, efficient and accurate implementation, and service that continuously sets a new standard for wealth management. Our number one priority is to be your advocate and provide you with the transparency you need to achieve success with confidence.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

C-Suite

Partner

Employees by Department

Basepoint Wealth has 14 employees across 5 departments.

Departments

Number of employees

Funding Data

Basepoint Wealth has never raised funding before.

Basepoint Wealth Tech Stack

Discover the technologies and tools that power Basepoint Wealth's digital infrastructure, from frameworks to analytics platforms.

Salesforce

CRM

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

Basepoint Wealth is located in Cedar Rapids, Iowa, US.

You can reach Basepoint Wealth at +13198261898.

Basepoint Wealth generates an estimated annual revenue of $1,711,100. This revenue figure reflects the company's market position and business performance in its industry.

Basepoint Wealth has an estimated valuation of $5,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Basepoint Wealth was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Basepoint Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.