
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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Twelve Points was founded to bring trustworthiness back to an industry which has steadily lost Americas trust over the last two decades. The 2014 Edelman Trust Barometer found that only 46% of Americans trust the financial advisory industry. 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...
Wealth advisory,risk management,and charitable services
Twelve points wealth management operates in the Financial services industry.
Twelve points wealth management's revenue is 1m - 10m
Twelve points wealth management has 11 - 50 employees.
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