LeadIQ logo
Learn more at LeadIQ.com
True North Financial logo

True North Financial Employee Directory

Investment ManagementMontana, United States2-10 Employees

True North Financial is a small investment management firm based in Billings, Montana. It provides a flexible, participatory planning approach designed to outline wealth goals and the steps to reach them. The firm offers independent, unbiased guidance, drawing on a broad array of financial options rather than a single solution.

A central element is a comprehensive risk assessment that informs a customized plan for clients seeking a financially secure future. In addition to planning, the practice addresses estate considerations such as wills and trusts to support preserving a family legacy.

Find True North Financial employees' phone numbers or email addresses

True North Financial Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    8
  • Canada
    1

Asia
1

Minus sign iconPlus sign icon
  • Singapore
    1

True North Financial's Leadership

  • Owner at True North Financial
    N. G.
    Owner
    Mobile Phone
  • Managing Partner/Financial Advisor at True North Financial
    R. W.
    Managing Partner/Financial Advisor
    Mobile Phone
  • Managing Partner at True North Financial
    R. W.
    Managing Partner
    Mobile Phone
  • Financial Services Professional at True North Financial
    N. Y.
    Financial Services Professional
    Mobile Phone

True North Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Other

Contact profiles from True North Financial

Name
Title
Contact
Location
Last Update
  • Owner at True North Financial
    N. G.
    Owner
    Mobile Phone
    Canada, Yukon Territory
    Jun 26, 2026
  • Managing Partner/Financial Advisor at True North Financial
    R. W.
    Managing Partner/Financial Advisor
    Mobile Phone
    Aug 09, 2025
  • Managing Partner at True North Financial
    R. W.
    Managing Partner
    Mobile Phone
    Jun 08, 2026
  • Financial Services Professional at True North Financial
    N. Y.
    Financial Services Professional
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is True North Financial known for?

Minus sign iconPlus sign iconTrue North Financial was founded in 2024 and operates in the Investment Management industry. Explore True North Financial's company overview page for more information.

What is True North Financial's most common email format?

Minus sign iconPlus sign iconTrue North Financial employees' email format typically follows the pattern of First@planwithtruenorth.com. Trying to find reliable and up-to-date employee contact data? Find more True North Financial email formats with LeadIQ.

How many employees does True North Financial have currently?

Minus sign iconPlus sign iconTrue North Financial has approximately 4 employees as of July 2026. These team members are located across 2 continents, including North America and Asia.

Who are True North Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, True North Financial's key employees include:

  • Owner: N. G.
  • Managing Partner/Financial Advisor: R. W.
  • Managing Partner: R. W.
  • Financial Services Professional: N. Y.

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

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

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.