Insights

Client-Centric Approach Truepoint Wealth Counsel emphasizes personalized financial planning rooted in clients' values and goals, creating opportunities to offer tailored wealth management solutions and advanced estate planning services.

Strong Market Presence With a revenue range of up to 100 million and a dedicated team of over 50 employees, Truepoint is well-positioned to expand its service offerings and deepen engagement with high-net-worth individuals and families.

Focus on Women's Wealth The launch of Women's Wealth Counsel highlights a commitment to targeted client segments, presenting an opportunity to develop specialized financial products and educational programs for women clients.

Growth and Expansion Recent office expansion and strategic hires suggest ongoing growth, providing avenues to introduce new advisory technologies, digital tools, and holistic financial solutions to support scaling efforts.

Technology Utilization The adoption of modern analytics and engagement tools indicates a tech-savvy environment, opening possibilities for offering innovative digital investment platforms, enhanced online client onboarding, and data-driven advisory services.

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Truepoint Wealth Counsel Tech Stack

Truepoint Wealth Counsel uses 8 technology products and services including Linkedin Insight Tag, GSAP, Modernizr, and more. Explore Truepoint Wealth Counsel's tech stack below.

Linkedin Insight Tag
Analytics
GSAP
Javascript Frameworks
Modernizr
Javascript Libraries
Intercom
Live Chat
Typeform
Online Form Builders
Airtable
Project Management
Google Tag Manager
Tag Management
Gravity Forms
Web Platform Extensions

Media & News

Truepoint Wealth Counsel's Email Address Formats

Truepoint Wealth Counsel uses at least 1 format(s):

Truepoint Wealth Counsel Email Formats	Example	Percentage
F.Last@truepointwealth.com	J.Doe@truepointwealth.com	67%
FLast@truepointwealth.com	JDoe@truepointwealth.com	25%
First.Last@truepointwealth.com	John.Doe@truepointwealth.com	4%
First@truepointwealth.com	John@truepointwealth.com	4%

Frequently Asked Questions

Where is Truepoint Wealth Counsel's headquarters located?

Truepoint Wealth Counsel's main headquarters is located at 9999 Carver Road, Suite 200. The company has employees across 2 continents, including North AmericaEurope.

What is Truepoint Wealth Counsel's phone number?

You can contact Truepoint Wealth Counsel's main corporate office by phone at

+1-513-792-****

. 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 Truepoint Wealth Counsel's official website and social media links?

Truepoint Wealth Counsel's official website is truepointwealth.com and has social profiles on LinkedIn.

What is Truepoint Wealth Counsel's NAICS code?

Truepoint Wealth Counsel's NAICS code is 52 - Finance and Insurance.

How many employees does Truepoint Wealth Counsel have currently?

As of December 2025, Truepoint Wealth Counsel has approximately 108 employees across 2 continents, including North AmericaEurope. Key team members include President: L. J.Founder And Chief Executive Officer: R. L.Portfolio Manager: C. F.. Explore Truepoint Wealth Counsel's employee directory with LeadIQ.

What industry does Truepoint Wealth Counsel belong to?

Truepoint Wealth Counsel operates in the Financial Services industry.

What technology does Truepoint Wealth Counsel use?

Truepoint Wealth Counsel's tech stack includes Linkedin Insight TagGSAPModernizrIntercomTypeformAirtableGoogle Tag ManagerGravity Forms.

What is Truepoint Wealth Counsel's email format?

Truepoint Wealth Counsel's email format typically follows the pattern of F.Last@truepointwealth.com. Find more Truepoint Wealth Counsel email formats with LeadIQ.

When was Truepoint Wealth Counsel founded?

Truepoint Wealth Counsel was founded in 1990.

Truepoint Wealth Counsel

Q: How many employees does Truepoint Wealth Counsel have currently?

Truepoint Wealth Counsel has approximately 108 employees.

Q: What technology does Truepoint Wealth Counsel use?

Truepoint Wealth Counsel's tech stack includes Bootstrap, TweenMax, Twitter, Hotjar, PHP.

Financial ServicesOhio, United States51-200 Employees

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.