True North Advisors Revenue and Competitors

Dallas, TX USA

Location

#3861

Growjo Ranking

Finance

Industry

Estimated Revenue & Valuation

  • True North Advisors's estimated annual revenue is currently $13.2M per year.(i)
  • True North Advisors's estimated revenue per employee is $189,000

Employee Data

  • True North Advisors has 70 Employees.(i)
  • True North Advisors grew their employee count by 17% last year.

True North Advisors's People

NameTitleEmail/Phone
1
Chief Operating Officer; PartnerReveal Email/Phone
2
CEO, Co-founderReveal Email/Phone
3
Principal, VP, Senior Wealth ManagerReveal Email/Phone
4
VP FinanceReveal Email/Phone
5
Senior Director Wealth ManagementReveal Email/Phone
6
Managing Director, Dallas; PartnerReveal Email/Phone
7
Senior Director Investments, PartnerReveal Email/Phone
8
DirectorReveal Email/Phone
9
Director Business OperationsReveal Email/Phone
10
Senior Director Wealth PlanningReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$34.9M151-4%N/AN/A
#2
$86.6M33010%N/AN/A
#3
$4.1M28-22%N/AN/A
#4
$7.9M47-2%N/AN/A
#5
$7.1M422%N/AN/A
#6
$6.9M4111%N/AN/A
#7
$6.7M408%N/AN/A
#8
$0.1M5-84%N/AN/A
#9
$5.4M3210%N/AN/A
#10
$19.1M9115%N/AN/A
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What Is True North Advisors?

True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street one whose culture was defined by listening to what matters most to clients. Only then can the best path to reach those goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high net worth families and individuals no matter what stage of life they may be entering. When you work with True North, you receive conflict-free advice that's inspired by your aspirations, not sales commissions. We view ourselves as stewards of your wealth and well-being. Our institutional services group provides a full-range of investment management services for middle-market corporations, municipalities and non-profit organizations.

keywords:N/A

N/A

Total Funding

70

Number of Employees

$13.2M

Revenue (est)

17%

Employee Growth %

N/A

Valuation

N/A

Accelerator

True North Advisors News

2022-04-20 - KeyCorp Weighs in on Lennox International Inc.'s Q3 2022 ...

True North Advisors LLC acquired a new stake in shares of Lennox International during the fourth quarter worth $64,763,000.

2022-04-20 - PSCU Offers Digital Consulting to Member Credit Unions

True North contributes to some civic and nonprofit organizations, and helps out with some recreational and charity events. The company is based...

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

For him, these off-the-field victories are the real game changer. MHB Advisers served as the exclusive investment banking advisor to TRUE...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$540.2M7046%N/A
#2
$20.3M70-16%N/A
#3
$8.8M70-3%N/A
#4
$8.8M709%N/A
#5
$9.1M706%N/A