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Intervention Point Logo
Intervention Point Growth Score
7
CB Rank
576831
Heat Score
22
Intervention Point provides software as a service solution that empowers asset protection.
Founded
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PrivateSeed Strongsville, Ohio, United States1-10 www.interventionpoint.com/
Asset Management
Finance
SaaS
Software
Overview

Intervention Point
Total Funding
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Growth Score
7
Heat Score
22

Total Funding
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Seed raised
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Growth Score7
-1 pts
in past quarter
Heat Score 22
3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Intervention Point

CB Rank
576831
Intervention Point provides software as a service solution that empowers asset protection.
Founded
obfuscation
PrivateSeed Strongsville, Ohio, United States1-10 www.interventionpoint.com/
Asset Management
Finance
SaaS
Software

Funding Rounds

Seed
OBF
in
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Key People

  • R. Steve Morris Logo
    R. Steve Morris: C. E. O. and Managing Partner
    Past Role: Advanstar Communications, Executive Vice President of The Healthcare Group

Details

Legal Name Intervention Point, LLC
Operating Status Active
Company Type For Profit
About the Company
Intervention Point provides software as a service solution that empowers asset protection. Its document assembly platform provides estate planning documents marketed through the client relationship networks of trusted business partnerships. The company was founded in 2011 and is headquartered in Strongsville, Ohio.
Phone Number 888-544-2619
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Revocable Living Trust Portfolio
A customizable estate planning solution including revocable trusts, wills, powers of attorney, and medical directives to protect assets and manage inheritance.
Trust Document Assembly Platform
A secure SaaS platform that guides clients through estate planning questionnaires and assembles customized trust documents with advisor and client collaboration.

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Financials

Company Funding

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Number of Funding Rounds 1
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Funding Rounds

Total Funding Amount 
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Number of Funding Rounds 1
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Announced Date  
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Money Raised  
Lead Investors  
Funding Type  
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Investors

Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

121

IT Spend

$96.3KThis year, Intervention Point is projected to spend $96.3K on IT, according to Aberdeen.

Active Website Tech Count

2Intervention Point is actively using 2 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m.

Total IP

2Intervention Point has registered 2 trademarks with the most popular class being 'Education; entertainment', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Intervention Point's headquarters? Intervention Point is located in Strongsville, Ohio, United States.When was the last funding round for Intervention Point? Intervention Point closed its last funding round on
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from a Seed round.Who are Intervention Point's competitors? Alternatives and possible competitors to Intervention Point may include FreeWill, Trust & Will, and  LegalZoom.How much funding has Intervention Point raised to date? Intervention Point has raised
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Who We Are
What We Do
Helpful Links
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