tru Independence

Business Services · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

2400 Market St, Philadelphia, Pennsylvan...

Phone Number

(971) 371-3448

Revenue

$8.2 Million

Industry

Business Services Project Management

About tru Independence

Tru Independence is a service-based platform designed to empower financial advisors by providing them with conflict-free, independent support as they establish and grow their own firms. The company offers a comprehensive suite of solutions including technology, operations, compliance, investments, marketing, and finance, tailored specifically for Registered Investment Advisors (RIAs). Their target clients include both breakaway advisors seeking independence and established RIAs looking for operational support to enhance their business efficiency. Tru Independence is committed to maximizing advisor profitability while allowing them to maintain full control over their client relationships and business operations.Explore more
tru Independence's Social MediaSIC Code 87,874NAICS Code 54,541Show more

tru Independence Org Chart

Craig Stuvland, Chief Executive Officer at tru Independence
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Chief Executive Officer

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Chief Technology Officer

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Chief Technology Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

tru Independence

$8.2M
11-50
Private
<$5M
2014
$6.9M
11-50
Private
-
1983
WT
Walter ToddPresident & Chief Investment Officer
$5.5M
11-50
Private
-
2015
N/A
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2015
AL
Albert LuChief Information Security Officer & Director, Technology
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
Illustration of an envelope

tru Independence Tech Stack

A closer look at the technologies used by tru Independence

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Frequently Asked Questions Regarding tru Independence

What is tru Independence's official website?
tru Independence's official website is www.tru-ind.com
What is tru Independence's Revenue?
tru Independence's revenue is $8.2 Million
What is tru Independence's SIC code?
tru Independence's SIC: 87,874
What is tru Independence's NAICS code?
tru Independence's NAICS: 54,541
How many employees does tru Independence have?
tru Independence has 11-50 employees
What industry does tru Independence belong to?
tru Independence is in the industry of: Business Services, Project Management
What is tru Independence competition?
tru Independence top competitors include: Aurora Private Wealth, Dynamic Wealth Solutions, Mountainview Wealth Management, Greenwood Capital Associates
What technology does tru Independence use?
Some of the popular technologies that tru Independence uses are: WordPress.org, PHP, Cloudflare CDN, Google Cloud Web Serving
Who is the CTO of tru Independence?
tru Independence's CTO is Paul Cissp
How do I contact tru Independence?
tru Independence contact info: Phone number: (971) 371-3448 Website: www.tru-ind.com
What does tru Independence do?

Tru Independence is a service-based platform designed to empower financial advisors by providing them with conflict-free, independent support as they establish and grow their own firms. The company offers a comprehensive suite of solutions including technology, operations, compliance, investments, marketing, and finance, tailored specifically for R... egistered Investment Advisors (RIAs). Their target clients include both breakaway advisors seeking independence and established RIAs looking for operational support to enhance their business efficiency. Tru Independence is committed to maximizing advisor profitability while allowing them to maintain full control over their client relationships and business operations.Read More

What are tru Independence social media links?
tru Independence Linkedin page tru Independence Twitter page tru Independence Facebook page
Is tru Independence a public company?
tru Independence is private company therefore does not currently have an official ticker symbol
See more information about tru Independence

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