True Capital Management Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • True Capital Management's estimated annual revenue is currently $6.9M per year.(i)
  • True Capital Management's estimated revenue per employee is $172,520

Employee Data

  • True Capital Management has 40 Employees.(i)
  • True Capital Management grew their employee count by 25% last year.

True Capital Management's People

NameTitleEmail/Phone
1
Associate VPReveal Email/Phone
2
Associate VPReveal Email/Phone
3
Executive Management, General Counsel and Chief Compliance OfficerReveal Email/Phone
4
Associate Director, Private Wealth Client ServicesReveal Email/Phone
5
Managing DirectorReveal Email/Phone
6
Director OperationsReveal Email/Phone
7
Associate Director, Tax ServicesReveal Email/Phone
8
Director, Wealth AdvisorReveal Email/Phone
9
Director, Wealth Advisor, Co-Founder TRUE Culture FundReveal Email/Phone
10
Managing Director, OwnerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$3.8M240%N/AN/A
#2
$4.3M27-4%N/AN/A
#3
$1.9M14-22%N/AN/A
#4
$13.7M678%N/AN/A
#5
$27M11928%N/AN/A
#6
$12.1M5934%N/AN/A
#7
$21.1M933%N/AN/A
#8
$23.4M103-8%N/AN/A
#9
$4.3M270%N/AN/A
#10
$7.6M45N/AN/AN/A
Add Company

What Is True Capital Management?

Founded in 2007, TRUE is a leading RIA (Registered Investment Advisor) for Sudden Wealth Families ᅢᄁ¬ツᆲ¬タワ athletes, entertainers, entrepreneurs, lottery winners and inheritors. Sudden Wealth is a rare and exciting opportunity, but it can also be a double-edged sword. Manage your wealth correctly and you can create change for the better, sometimes for generations. Manage your wealth incorrectly and you may end up with regrets about not reaching your goals. We built TRUE with the purpose of helping to transform the lives of Sudden Wealth Families for generations.

keywords:N/A

N/A

Total Funding

40

Number of Employees

$6.9M

Revenue (est)

25%

Employee Growth %

N/A

Valuation

N/A

Accelerator

True Capital Management News

2022-04-20 - True Capital Management acquires $200m boutique wealth ...

True Capital Management has bought Nashville-based boutique wealth advisory firm FS Wealth Sports & Entertainment, which serves high-profile...

2022-04-19 - San Francisco company buys local wealth management firm

San Francisco-based True Capital Management — which manages close to $2 billion of assets primarily for high-net-worth professional athletes...

2022-04-19 - TRUE Capital Management Announces Strategic Acquisition ...

Founded in 2007, TRUE Capital Management is a wealth management firm that specializes in guiding its diverse roster of clients to financial...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.2M4090%$14.5M
#2
$4.4M40-5%$60M
#3
$7.5M405%N/A
#4
$4.5M40-76%N/A
#5
$8.1M40N/AN/A