Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Truepoint Wealth Counsel Logo
Truepoint Wealth Counsel Growth Score
85
CB Rank
519744
Heat Score
61
Truepoint Wealth Counsel is a wealth management firm.
Founded
obfuscation
Private Cincinnati, Ohio, United States51-100 truepointwealth.com/
Asset Management
Financial Services
Wealth Management
Overview

Truepoint Wealth Counsel
Growth Score
85
Heat Score
61

Growth Score85
-2 pts
in past quarter
Heat Score 61
4 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
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Truepoint Wealth Counsel

CB Rank
519744
Truepoint Wealth Counsel is a wealth management firm.
Founded
obfuscation
Private Cincinnati, Ohio, United States51-100 truepointwealth.com/
Asset Management
Financial Services
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Michael J. Chasnoff
About the Company
Truepoint Wealth Counsel offers a full range of wealth management services that deliver clarity and confidence to our clients’ lives. As part of our fiduciary responsibility, we always place clients first in proactively delivering unbiased advice and customized service.
Phone Number 800.792.6648
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Comprehensive financial planning and investment management tailored to individual and family needs, including tax and estate planning.
Commas Financial Planning and Investment Management
A subscription-based financial planning and investment management service with no account minimum, designed for clients needing streamlined advice.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 16 Board Members and Advisors 2 Contacts 104

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jun 8, 2018
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Sep 7, 2016
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,941
21.62%
 in past month

IT Spend

$1.9MThis year, Truepoint Wealth Counsel is projected to spend $1.9M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
3D Printing Logo
3D Printing
100
Decline Salvage Logo
Decline Salvage
95
Sales Kit Logo
Sales Kit
95

Actively Used Products

32Truepoint Wealth Counsel uses 32 technology products and services including HTML5, Google Maps API, and  Google Tag Manager, according to G2 Stack.

Active Website Tech Count

79Truepoint Wealth Counsel is actively using 79 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
RhineVest Advisors Logo
RhineVest AdvisorsSubsidiary
Frequently Asked Questions

Where is Truepoint Wealth Counsel's headquarters? Truepoint Wealth Counsel is located in Cincinnati, Ohio, United States.Who are Truepoint Wealth Counsel's competitors? Alternatives and possible competitors to Truepoint Wealth Counsel may include Wells Fargo, HighTower Advisors, and  UBS.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(b4ae374 1)
|