Twelve Points Wealth Management Revenue, Growth & Competitor Profile

DBA TWELVE POINTS WEALTH MANAGEMENT LLC

Company Profile & Annual Report for Twelve Points Wealth Management

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Twelve Points Wealth Management Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes	812 Personal & Laundry Services
Address	9 Pond Lane Suite 3a Concord, MA 01742

Note: Revenues for privately held companies are statistical evaluations.


Twelve Points Wealth Management's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Twelve Points Wealth Management's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Twelve Points Wealth Management is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Twelve Points Wealth Management Annual Revenue and Growth Rate

Twelve Points Wealth Management	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Twelve Points Wealth Management's revenues are gauged from an analysis of company filings.

Twelve Points Wealth Management's Income Statement (based on Industry Averages)

Twelve Points Wealth Management P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Twelve Points Wealth Management is developing and marketing. Twelve Points Wealth Management doesn't have any recent trademark applications, indicating Twelve Points Wealth Management is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
TWELVE POINTS Commodity brokerage; Financial advisory and consultancy services; Investment advisory services; Financial services, namely, wealth management services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others	03/13/2020
TWELVE POINTS WEALTH MANAGEMENT Financial advisory and consultancy services; investment advisory services; and wealth management services	05/30/2014

See all trademarks and details in the Full Report.

Market Share of Twelve Points Wealth Management's Largest Competitors

A competitive analysis shows these companies are in the same general field as Twelve Points Wealth Management, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Twelve Points Wealth Management. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALIRA HEALTH BOSTON	Framingham, MA	100
ATHENA CAPITAL ADVISORS	Lincoln, MA	15
BOLTON CAPITAL GROUP	Bolton, MA	15
USB	Lincoln, MA	10
TWELVE POINTS WEALTH MANAGEMENT	Concord, MA	9
GREENWICH INVESTMENT RESOURCES	Concord, MA	9

Other Companies at 9 Pond Lane, Concord MA

Company	Headquarters	Revenue ($ MM)
GROVE MARKETING	Concord, MA	100
CALYPSO CARDS	Concord, MA	45
E FOUNDRY	Concord, MA	0

Future Competition: Twelve Points Wealth Management's Fastest Growing Competitors

These companies are in the same general field as Twelve Points Wealth Management and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)