tru Independence logo

tru Independence Employee Directory

Financial ServicesOregon, United States11-50 Employees

tru Independence is a financial services firm that supports investment professionals seeking to establish independent advisory and wealth management practices while preserving full ownership of their new entity. The company focuses on providing tools and support that help independent advisers grow and manage their firms, emphasizing ownership continuity for practitioners. Based in Portland, Oregon, tru Independence operates within a national independent advisory platform, serving a network of partner firms and their clients. The organization has positioned itself as a facilitator for independence in an industry dominated by larger custodial and advisory platforms, combining technology-enabled solutions with human support. Recent activity includes the launch of Mindset Wealth Management in Indianapolis, reflecting ongoing expansion and product development aimed at enhancing the independence-focused model.

Find tru Independence employees' phone numbers or email addresses

tru Independence Global Highlights

Location
Employees

North America
34

Minus sign iconPlus sign icon
  • United States Of America
    34

tru Independence's Leadership

  • Stylized image of a person
    M. A.
    Chief Compliance Officer

tru Independence Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Business
  • Business Development
  • Other
  • Human Resources

Contact profiles from tru Independence

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. A.
    Chief Compliance Officer
    Apr 24, 2025

Frequently Asked Questions

What is tru Independence known for?

Minus sign iconPlus sign icon
tru Independence was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore tru Independence's company overview page for more information.

What is tru Independence's most common email format?

Minus sign iconPlus sign icon
tru Independence employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more tru Independence email formats with LeadIQ.

How many employees does tru Independence have currently?

Minus sign iconPlus sign icon
tru Independence has approximately 23 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are tru Independence's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, tru Independence's key employees include:

  • Chief Compliance Officer: M. A.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.