
Intervention Point: A SaaS platform for asset protection and estate planning, founded in 2011, Ohio.
Intervention Point, founded in 2011 and headquartered in Strongsville, Ohio, is a Software as a Service (SaaS) company focused on asset protection and estate planning. The company's core mission is to empower individuals to protect their hard-earned assets through customized estate document creation services. Intervention Point offers a robust and secure document assembly platform that provides estate planning documents, which are marketed through the client relationship networks of trusted business partnerships. Their services are designed to make trusts accessible to a broader audience, not just the super wealthy.
Notable affiliated people and investors have not been disclosed publicly. However, Intervention Point has made significant strides in the estate planning industry by simplifying the process of creating legally binding trusts and other essential documents. Their platform has had a meaningful impact on how individuals approach asset protection, making it more convenient and secure. By leveraging technology, Intervention Point has successfully positioned itself as a one-stop solution for preserving legacies and ensuring that family wishes are legally protected.
Companies similar to Intervention Point include Gentreo, Estate.Studio, Yourefolio and Trust & Will.
Intervention Point was founded in 2011.
Intervention Point's headquarters is located in Strongsville, OH, US.
Intervention Point's most recent funding round was for $25k (USD) in December 2014.
As of Dec 8, 2014, Intervention Point has disclosed funding of $25k (USD). Undisclosed round amounts are excluded.
Intervention Point has 6 employees as of Feb 4, 2024.
Trust & Will
trustandwill.com