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Tru Independence

www.tru-ind.com

 
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that ...
  • Number of Employees: 100-250
  • Annual Revenue: $1-10 Million
  • www.tru-ind.com
  • 15350 SW Sequoia Parkway Suite 250
    Portland, OR USA 97224
  • Phone: 971.371.3444

Executives

Name Title Contact Details
Paul Dalton
Chief Technology Officer Profile

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Capitalize

Our platform helps people digitally locate their old 401k and transfer it seamlessly into a new account at any financial institution – without the paperwork, phone calls, and faxes of the past. In doing so, we`re automating the process by which $500 billion in 401k assets is rolled over each year.