tru Independence
Business Services · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
2400 Market St, Philadelphia, Pennsylvan...Phone Number
(971) 371-3448Website
www.tru-ind.comRevenue
$8.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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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 Org Chart
PC
Chief Technology Officer
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2020
Debt
$350K
tru Independence Tech Stack
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Mergers & Acquisitions (M&A)
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Promotion
Executive Move
tru Independence has announced that Doug Nichols has been promoted from Executive Vice President & Managing Partner to the role of Chief Operating Officer.
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Executive Move
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tru Independence News & Media
tru Independence Records Explosive Growth, Expands East Coast Presence
PHILADELPHIA--(BUSINESS WIRE)-- #EAS--tru Independence, (“tru”) a national independent advisory platform servicing approximately $12.5 billion in assets, has announced the location of its new corporate offices in downtown Philadelphia. This choice reflects tru’s growing presence on the East Coast while fulfilling founder and CEO, Craig Stuvland’s longstanding vision of expanding the firm to serve advisors from coast to coast. The strategic decision to establish East Coast offices at 2400 Markettru Independence Records Explosive Growth, Establishes East Coast Headquarters
PHILADELPHIA--(BUSINESS WIRE)-- #EAS--tru Independence, (“tru”) a national independent advisory platform servicing approximately $12.5 billion in assets, has announced the location of its new headquarters in downtown Philadelphia. This choice reflects tru’s growing presence on the East Coast while fulfilling founder and CEO, Craig Stuvland’s longstanding vision of expanding the firm to serve advisors from coast to coast. The strategic decision to establish an East Coast headquarters at 2400 Marktru Independence Selects Opto Investments to Provide Private Market Opportunities for Advisors
PORTLAND, Ore.--(BUSINESS WIRE)--tru Independence (“tru”), a national independent advisory platform servicing approximately $12 billion in assets, today announced a strategic partnership with private markets platform Opto Investments (“Opto”). This relationship provides tru’s community of registered investment advisors (RIAs) with access to a technology-driven, end-to-end private markets investment solution to further aid tru’s explosive growth in 2023. The platform offers a unique selection of$1.9 Billion SpirePoint Private Client Launches with tru Independence
PORTLAND, Ore.--(BUSINESS WIRE)--tru Independence, (“tru”) an $11.5 billion national independent advisory platform, today announced the launch of SpirePoint Private Client, (“SpirePoint”), an independent RIA established by Founding Partners, Trent Leyda, Kay Campione, CFP® and Jim Beindorf, CPA. The new firm, formerly The Leyda Group at Morgan Stanley, consists of the founding partners and associate team members Susie Zimmerman, Heather Tritt and Tara Carabello. The group has a strong history o
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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... Read More
