About Basepoint Wealth

Basepoint Wealth is a Financial Service company, headquartered in Cedar Rapids, with 51 - 200 employees and annual revenue of $5M - $20M.

Basepoint Wealth is a fee-only Registered Investment Advisory firm, regulated by the Securities and Exchange Commission (SEC). At Basepoint Wealth, we work under the highest fiduciary standard to develop a plan that sets you on your own unique path to success. Your interests are always at the core o...

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Basepoint Wealth Company Highlights

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Phone Number

(319) 826-xxxx

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Corporate Office Address

4144 Golf Street Northeast
Cedar Rapids, 52402

Industries Served

Financial Service

Number of Employees

51 - 200 Employees

Company Revenue

$5M - $20M

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Basepoint Wealth Org

Basepoint Wealth has 3 VP, 2 Director, 3 Manager, 3 Senior, and 9 Other employees.

Basepoint Wealth Decision Makers

  • CEOKate Wallace

Basepoint Wealth's Tech Stack

Amazon Web Services
AppNexus
Bootstrap
Express

Frequently Asked Questions About
Basepoint Wealth

FAQs

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Who is the CEO of Basepoint Wealth?

The CEO of Basepoint Wealth is Kate Wallace. See full contact details  ›

How many senior employees does Basepoint Wealth have?

Basepoint Wealth has 11 senior employees that are typically used for decision making.

Who are the key decision makers at Basepoint Wealth?

Key decision makers at Basepoint Wealth include Kate Wallace (CEO). See full contact details  ›

What technologies does Basepoint Wealth use?

Basepoint Wealth uses technologies including AppNexus, Express, and Font Awesome.

How do I contact Basepoint Wealth?

To contact Basepoint Wealth, visit basepointwealth.com.

What companies are similar to Basepoint Wealth?

Companies similar to Basepoint Wealth include Jackson Hewitt Tax Service Inc., First Data Merchant Services, and BCI.

Where is Basepoint Wealth headquartered?

Basepoint Wealth is headquartered at 4144 Golf Street Northeast, Cedar Rapids.

What is the main phone number for Basepoint Wealth?

The main phone number for Basepoint Wealth is (319) 826-xxxx.

What is the official website for Basepoint Wealth?

The official website for Basepoint Wealth is basepointwealth.com.

What is the annual revenue of Basepoint Wealth?

The annual revenue of Basepoint Wealth is $5M - $20M.

How many employees does Basepoint Wealth have?

Basepoint Wealth has 51 - 200 employees.

What industry is Basepoint Wealth in?

Basepoint Wealth is in the Financial Service industry.

Last updated: July 22, 2025

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