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AI Prospecting for Twelve Points Wealth Management

Twelve Points Wealth Management is a comprehensive financial services firm that provides wealth management, retirement planning, and family office services.

Company data:

Company size:

17 employees

Website URL:

https://www.twelvepointswealth.com

Industry

Financial Services

Headquarters:

Boston, Massachusetts, USA

Investment round:

Private

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Joey Belsanti

President

Kimberly Winkle

Chief Compliance Officer

Christopher A. Cahill

Partner and Principal In the Family Office Division

Latest news about Twelve Points Wealth Management

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

Twelve Points Wealth Management LLC increased its position in Cleveland-Cliffs Inc. (NYSE:CLF) by 58.5% in the 3rd quarter, acquiring an additional 49,359 shares to total 133,717 shares, valued at $1,708,000 as of the latest SEC filing[3].

Twelve Points Wealth Management LLC disclosed 183 total holdings in their latest SEC filings, with a portfolio value of $317,835,085. Notable new positions include the Harbor Commodity All-Weather Strategy ETF, Cognizant Technology Solutions Corporation, and iShares Short Treasury Bond ETF[3].

Twelve Points Wealth Management LLC's latest SEC filing, as of October 16, 2024, shows top increases in portfolio allocation, including a significant rise in holdings of the SPDR Bloomberg 1-3 Month T-Bill ETF and the SPDR Portfolio Long Term Corporate Bond ETF, reflecting adjustments in their investment strategy[1].

Open job positions at Twelve Points Wealth Management

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Planning Advisor

AI sales outreach emails you can send to Twelve Points Wealth Management

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