ClearPoint
Batesville
About ClearPoint
ClearPoint is a chartered savings bank that provides fiduciary and trust services to individuals, institutions, and retirement plans. The bank offers investment management services that support long-term asset stewardship, portfolio oversight, and alignment with client objectives. Its fiduciary capabilities include acting as trustee, custodian, and discretionary investment manager for retirement plans, endowments, foundations, and other fiduciary accounts. ClearPoint also delivers recordkeeping, administration, and reporting services that support plan governance, compliance monitoring, and transparent financial oversight. The bank’s reporting systems provide structured data, performance tracking, and detailed disclosures to support informed decision-making by clients and plan sponsors. ClearPoint serves organizations and individuals that require regulated fiduciary services, disciplined investment processes, and consistent financial administration within a banking framework.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Website: clearpointfederal.com
- Phone: (800) 763-0234
Social Profiles
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