Truepoint Wealth Counsel
Financial Services • 
Blue Ash, Ohio, United States • 101-200 Employees
Company overview
| Headquarters | 9999 Carver Road, Suite 200, Cincinnati, Ohio 45242, US |
| Phone number | +15137926648 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Investing, Wealth Management, Tax, Financial Planning, Estate Planning, Fee Only, Institutional Investment Management, Expertise Working With P&G And Ge Employees, Financial Advisory & Investment Management |
| Founded | 1990 |
| Employees | 101-200 |
| Socials |
Key Contact at Truepoint Wealth Counsel
Truepoint Wealth Counsel Email Formats
Truepoint Wealth Counsel uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@truepointwealth.com), used 67.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@truepointwealth.com | 67.2% |
{first name}{last name} | johndoe@truepointwealth.com | 22.4% |
{last name}.{last name} | doe.doe@truepointwealth.com | 6% |
{first initial}{last name} | jdoe@truepointwealth.com | 4.5% |
About Truepoint Wealth Counsel
Since our founding in 1990 in Cincinnati, OH, 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.
Truepoint Wealth Counsel revenue & valuation
| Annual revenue | $15,700,000 |
| Revenue per employee | $146,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $50,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Truepoint Wealth Counsel has 58 employees across 8 departments.
Departments
Number of employees
Funding Data
Truepoint Wealth Counsel has never raised funding before.
Truepoint Wealth Counsel Tech Stack
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Blogs
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Frequently asked questions
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