Intervention Point Overview

  • Year Founded
  • 2011

Year Founded

  • Status
  • Private

  • Employees
  • 2


  • Latest Deal Type
  • 2ndary - Private

Intervention Point General Information


Provider of estate planning and trust services intended to provide asset protection services. The company provides customized estate document creation services and estate planning documents marketed through the client relationship networks of trusted business partnerships, enabling customers with support and protection and helping protect the family's wishes legally by a trust portfolio.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Formerly Angel backed
Primary Industry
Other Financial Services
Corporate Office
  • 15400 Pearl Road
  • Suite 200
  • Strongsville, OH 44136
  • United States
+1 (888) 000-0000

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Intervention Point Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Secondary Transaction - Private 01-Jan-2023 00000 Completed Generating Revenue
1. Angel (individual) 01-Oct-2015 00000 00000 000 Completed Startup
To view Intervention Point’s complete valuation and funding history, request access »

Intervention Point Executive Team (2)

Name Title Board Seat Contact Info
Steve Morris Founder, Chief Executive Officer & Managing Partner
You’re viewing 1 of 2 executive team members. Get the full list »

Intervention Point Board Members (5)

Name Representing Role Since
David Hunke Self Board Member & Advisor 000 0000
Hugh Fitzpatrick Self Board Member 000 0000
Ross Manire Self Board Member 000 0000
Wayne Miller Self Board Member 000 0000
You’re viewing 4 of 5 board members. Get the full list »

Intervention Point Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Intervention Point FAQs

  • When was Intervention Point founded?

    Intervention Point was founded in 2011.

  • Who is the founder of Intervention Point?

    Steve Morris is the founder of Intervention Point.

  • Who is the CEO of Intervention Point?

    Steve Morris is the CEO of Intervention Point.

  • Where is Intervention Point headquartered?

    Intervention Point is headquartered in Strongsville, OH.

  • What is the size of Intervention Point?

    Intervention Point has 2 total employees.

  • What industry is Intervention Point in?

    Intervention Point’s primary industry is Other Financial Services.

  • Is Intervention Point a private or public company?

    Intervention Point is a Private company.

  • What is Intervention Point’s current revenue?

    The current revenue for Intervention Point is 000000.

  • How much funding has Intervention Point raised over time?

    Intervention Point has raised $900K.

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