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Holistic Wealth Management True North Advisors offers integrated wealth planning and private investment solutions, presenting an opportunity to cater to high-net-worth individuals seeking comprehensive financial services.

Innovative Investment Strategies With a commitment to redefining wealth planning and alternative investment strategies, True North Advisors provides a unique selling point for investors looking for innovative financial solutions.

Tech-Driven Services Utilizing technologies like Amazon Web Services and Google Hangouts, True North Advisors showcases a tech-savvy approach that resonates with clients who value digital convenience and efficiency.

Experienced Leadership Led by visionary Co-founders Scott Wood and Mark Gehlbach, True North Advisors boasts strong leadership that instills confidence in potential clients seeking experienced and trusted financial partners.

Mid-Market Revenue Niche With revenue in the $10M - $50M range, True North Advisors occupies a niche appealing to clients looking for personalized services from a financially stable firm without the scale of larger competitors.

True North Advisors Tech Stack

True North Advisors uses 6 technology products and services including Amazon Web Services, Bitly, Lever, and more. Explore True North Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Bitly
    Marketing
  • Lever
    Recruitment Marketing
  • Google
    Search Engines
  • Zoom
    Web Conferencing
  • Google Hangouts
    Web Conferencing

Media & News

True North Advisors's Email Address Formats

True North Advisors uses at least 2 format(s):
True North Advisors Email FormatsExamplePercentage
FLast@truenorthadvisors.comJDoe@truenorthadvisors.com
91%
FirLast@truenorthadvisors.comJohDoe@truenorthadvisors.com
2%
LastFi@truenorthadvisors.comDoeJo@truenorthadvisors.com
2%
LFirst@truenorthadvisors.comDJohn@truenorthadvisors.com
2%
First@truenorthadvisors.comJohn@truenorthadvisors.com
1%
LastFirst@truenorthadvisors.comDoeJohn@truenorthadvisors.com
1%
FirstLa@truenorthadvisors.comJohnDo@truenorthadvisors.com
1%
LastF@bit.lyDoeJ@bit.ly
77%
First.Last@bit.lyJohn.Doe@bit.ly
16%
First@bit.lyJohn@bit.ly
6%
Last@bit.lyDoe@bit.ly
1%

Frequently Asked Questions

Where is True North Advisors's headquarters located?

Minus sign iconPlus sign iconTrue North Advisors's main headquarters is located at 3131 Turtle Creek Blvd, Ste 1300 Dallas, TX 75219, US. The company has employees across 2 continents, including North AmericaAsia.

What is True North Advisors's phone number?

Minus sign iconPlus sign icon You can contact True North Advisors's main corporate office by phone at
+1-214-360-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is True North Advisors's official website and social media links?

Minus sign iconPlus sign iconTrue North Advisors's official website is bit.ly and has social profiles on LinkedInCrunchbase.

How much revenue does True North Advisors generate?

Minus sign iconPlus sign icon As of May 2025, True North Advisors's annual revenue reached $15M.

What is True North Advisors's NAICS code?

Minus sign iconPlus sign iconTrue North Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does True North Advisors have currently?

Minus sign iconPlus sign iconAs of May 2025, True North Advisors has approximately 76 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer, Co-Founder: S. W.Chief Executive Officer: A. M.Chief Executive Officer: F. K.. Explore True North Advisors's employee directory with LeadIQ.

What industry does True North Advisors belong to?

Minus sign iconPlus sign iconTrue North Advisors operates in the Financial Services industry.

What technology does True North Advisors use?

Minus sign iconPlus sign iconTrue North Advisors's tech stack includes Amazon Web ServicesBitlyLeverGoogleZoomGoogle Hangouts.

What is True North Advisors's email format?

Minus sign iconPlus sign iconTrue North Advisors's email format typically follows the pattern of . Find more True North Advisors email formats with LeadIQ.

When was True North Advisors founded?

Minus sign iconPlus sign iconTrue North Advisors was founded in 2000.
True North Advisors

True North Advisors

Financial ServicesUnited States51-200 Employees

True North Advisors is a fee-based registered investment adviser (RIA) and multi-family office headquartered in Dallas, Texas. True North offers a wide range of wealth and investment offerings to individuals and investors including integrated wealth planning, business exit planning, and private investment solutions. 

True North is steered by the visionary leadership of its Co-founders, Scott Wood and Mark Gehlbach. Embodied in its mission of Fulfilling Lives™, True North delivers a holistic approach to wealth and investment management, enriching lives and legacies across multiple generations.

Since inception, True North has remained committed in its pursuit of excellence, offering bespoke solutions crafted to ensure the longevity and prosperity of client portfolios. True North continues to redefine the standards of wealth planning and alternative investment strategies, crafting innovative solutions for its clients and individual investors.

Section iconCompany Overview

Headquarters
3131 Turtle Creek Blvd, Ste 1300 Dallas, TX 75219, US
Phone number
+1-214-360-****
Website
bit.ly
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $10M$50M

    True North Advisors's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    True North Advisors's revenue is in the range of $10M$50M

Company Leadership

  • Stylized image of a person
    S. W.
    Chief Executive Officer, Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. M.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. K.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Chief Investment Officer, Partner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    D. M.
    Chief Investment Officer, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. H.
    Deputy Chief Investment Officer, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Partner & Wealth Management Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. Y.
    Ceo
    Phone icon
    Mobile Phone

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