CrestPoint Wealth Management
CrestPoint Wealth Management is a privately-held, four-person wealth advisory practice in Knoxville, Tennessee that delivers financial planning, asset allocation, asset protection, and insurance services to individual investors and households, operating under Cambridge Investment Research.
- Company typePrivate
- Founded-
- HeadquartersKnoxville, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
CrestPoint Wealth Management firmographics
Firmographics- Name
- CrestPoint Wealth Management
- Legal name
- CrestPoint Wealth Management
- Website
- https://crestpointwealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- CrestPoint Wealth Management is a privately-held, four-person wealth advisory practice in Knoxville, Tennessee that delivers financial planning, asset allocation, asset protection, and insurance services to individual investors and households, operating under Cambridge Investment Research.
- Ownership category
- akta.pro rank
CrestPoint Wealth Management industry classification
Industry- Product category
- Wealth Management & Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK)
Keywords
Where CrestPoint Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Knoxville
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CrestPoint Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Financial Advisory Services: Fee-based and/or commission-based financial planning and investment advisory services offered through Cambridge Investment Research Advisors, Inc. Services include financial planning, asset allocation, asset protection, and retirement planning.
- Securities Transactions: Securities products offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Revenue generated from securities transactions and related investment products.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | One time | Free second opinion consultation |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
CrestPoint Wealth Management product offering
Product offeringCore offering
CrestPoint Wealth Management is a Knoxville, Tennessee-based financial planning and wealth management advisory firm serving individual investors and families. The firm delivers comprehensive financial planning, asset allocation, asset protection, retirement planning, college funding strategies, and insurance planning (life, disability, long-term care), along with free second-opinion reviews of existing financial plans and investment portfolios. Securities and advisory services are delivered through Registered Representatives and Investment Adviser Representatives of Cambridge Investment Research.
Product overview
CrestPoint Wealth Management offers a comprehensive suite of wealth management services including financial planning, asset allocation, asset protection, and various insurance products. The firm provides individualized wealth management and maximized investment strategy services to clients in Knoxville, TN. Their core offerings include life insurance, disability insurance, long-term care insurance, college planning, retirement planning, and a second opinion service. The firm partners with Cambridge Investment Research, Inc. for brokerage services and uses MoneyGuidePro as their financial planning software platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning
- Asset Allocation Services
- Asset Protection
- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- College Planning
- Retirement Planning
- Second Opinion Service
Quantifiable outcome
- Comprehensive 30,000-foot view of current financial situation
Companies that use CrestPoint Wealth Management
Customer profileSegments2 records
Ideal customer profiles2 records
CrestPoint Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
CrestPoint Wealth Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core and supporting.
- Cambridge Investment Research, Inc.coreSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Partnership provides technology, wide range of product offerings, and representative service to support client advisory activities.
- MoneyGuideProsupportingFinancial planning software platform used by advisors to create comprehensive financial plans for clients. Available through client portal for ongoing plan management.
Scale indicators1 record
Recent moves5 records
Expansion highlights3 records
CrestPoint Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large national broker-dealer with a branch-based local advisor model serving mass-affluent individuals and families with financial planning, retirement, and investment services. The closest large-incumbent analogue to CrestPoint's relationship-led Knoxville office.
- Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, retirement, and estate planning to mass-affluent and HNW individuals. Broad incumbent in the same product category CrestPoint targets.
- Personal Capital (now Empower Personal Dashboard): Hybrid wealth management and financial planning firm combining digital tools with dedicated advisors for mass-affluent clients. Competes with CrestPoint on the same client segment with a more technology-led delivery model.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of independent RIAs and financial advisors with technology, product shelf, and compliance infrastructure comparable to CrestPoint's Cambridge relationship, but at massive scale.
- Creative Planning: Large national RIA offering comprehensive financial planning, retirement, estate, and tax planning services to individuals and families. Overlaps with CrestPoint on the full-service retail wealth management proposition but at vastly greater scale.
Direct peers
- Carson Group: Hybrid RIA platform providing coaching, technology, and back-office support to independent financial advisors serving mass-affluent clients. Mirrors CrestPoint's small-team advisor model with the added layer of a parent support ecosystem.
- Cambridge Investment Research: Independent broker-dealer and RIA platform whose representatives and advisors deliver the exact fee-based advisory and securities services CrestPoint offers through its affiliation. Cambridge is CrestPoint's core operating partner and the closest model analogue at scale.
Emerging players
- Facet Wealth: Digital-first hybrid RIA pairing CFP® advisors with a tech platform for mass-affluent financial planning. Represents the technology-enabled direction CrestPoint's hybrid MoneyGuidePro/eMoney model points toward.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
CrestPoint Wealth Management social profiles
Digital presenceCrestPoint Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
CrestPoint Wealth Management leadership team
Management profileNumber of profiles
Profiles4 records
CrestPoint Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CrestPoint Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CrestPoint Wealth Management
What does CrestPoint Wealth Management do?
CrestPoint Wealth Management is a Knoxville, Tennessee-based financial planning and wealth management advisory firm serving individual investors and families. The firm delivers comprehensive financial planning, asset allocation, asset protection, retirement planning, college funding strategies, and insurance planning (life, disability, long-term care), along with free second-opinion reviews of existing financial plans and investment portfolios. Securities and advisory services are delivered through Registered Representatives and Investment Adviser Representatives of Cambridge Investment Research.
Is CrestPoint Wealth Management a public or private company?
CrestPoint Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CrestPoint Wealth Management founded?
CrestPoint Wealth Management was founded in -1. It employs 1 to 10 people.
Where is CrestPoint Wealth Management based?
CrestPoint Wealth Management is headquartered in Knoxville, United States, in the North America region.
How does CrestPoint Wealth Management make money?
Two revenue lines are on record. Financial Advisory Services are the primary driver. The others are securities Transactions.
Who are CrestPoint Wealth Management's main competitors?
Broad incumbents on record are Edward Jones, Mariner Wealth Advisors, Personal Capital (now Empower Personal Dashboard), LPL Financial and Creative Planning. Direct peers are Carson Group and Cambridge Investment Research. Facet Wealth is listed as an emerging player.
Does CrestPoint Wealth Management have an API?
No public API is recorded for CrestPoint Wealth Management.
What industry is CrestPoint Wealth Management in?
CrestPoint Wealth Management's product category is Wealth Management & Financial Advisory. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.