What technologies does Twelve Points Wealth Management use?

Twelve Points Wealth Management uses Outlook, Microsoft Office 365, Google Cloud Hosting, GoToWebinar, Google Tag Manager. View their full technology stack — including all 17 detected tools — on StackWho.

Who is the Co-Founder and CEO, Wealth Manager of Twelve Points Wealth Management?

Dave Clayman is the Co-Founder and CEO, Wealth Manager at Twelve Points Wealth Management. Get verified contact information on StackWho.

Where is Twelve Points Wealth Management located?

Twelve Points Wealth Management is based in Concord, Massachusetts, United States.

Twelve Points Wealth Management

twelvepointswealth.com

financial services

twelvepointswealth.com

Concord, Massachusetts, United States

11-50 employees

2600000 revenue

LinkedIn Profile

About Twelve Points Wealth Management

wealth advisory, risk management, charitable services, financial planning, wealth preservation, family trust management, fiduciary audit tools, estate and legacy planning, consulting, philanthropic planning, services, asset management, fiduciary duty, nonprofit management, financial strategy, b2c, trust services, financial services, philanthropy support, complex gift execution

Twelve Points Wealth Management's Tech Stack

AI/ML

Decision Makers at Twelve Points Wealth Management

1 contact

Dave Clayman

Co-Founder and CEO, Wealth Manager

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17 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

WordPress as a CMS signals a content-driven or SMB digital presence. SEO tools, hosting solutions, and page-builder plugins are natural fits for outreach.

Twelve Points Wealth Management's Position in the StackWho Database

• Twelve Points Wealth Management is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 10,409 companies in Massachusetts are in the StackWho database.
• 7,667 financial services companies are in the 11-50 employee range (same size as Twelve Points Wealth Management).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Twelve Points Wealth Management use?

Twelve Points Wealth Management uses Outlook, Microsoft Office 365, Google Cloud Hosting, GoToWebinar, Google Tag Manager, Google Font API, and 11 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Twelve Points Wealth Management?

StackWho has verified email addresses for 1 decision maker at Twelve Points Wealth Management. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Twelve Points Wealth Management directly for sales, recruiting, or partnerships.

What industry is Twelve Points Wealth Management in?

Twelve Points Wealth Management operates in the financial services industry, headquartered in Concord, Massachusetts, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Twelve Points Wealth Management's contact data?

Yes. StackWho Pro members can export decision maker contact data for Twelve Points Wealth Management and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.