tru Independence

Founded: 2014 • Age: 12 yrs Acquired By Sanctuary Wealth
Financial advisory services are provided to support client financial needs.
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About tru Independence

tru Independence is a company founded in 2014 was acquired by Sanctuary Wealth in May 2024.. The company has 24 employees as of December 31, 2020. tru Independence offers products and services including Technology Platform, Compliance Services, and Marketing Solutions. tru Independence operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Prudent and Thrivent, among others.

  • Employees 24 as on 31 Dec, 2020
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Tru Independence, Llc
Operational Areas
Financial Services → Investment Management & Advisory
Financial Services → Banking & Financial Institutions
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    24

    as on Dec 31, 2020

  • Acquired by
    Sanctuary Wealth

    (May 01, 2024)

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Products & Services of tru Independence

tru Independence offers a comprehensive portfolio of products and services, including Technology Platform, Compliance Services, and Marketing Solutions. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers cutting-edge tools for advisor operations and management.

Provides guidance on regulations and efficient processes.

Supports branding and growth for financial firms.

Funding Insights of tru Independence

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in tru Independence

tru Independence has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Sanctuary Wealth. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Solutions are provided to wealth managers for client management.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by tru Independence

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - tru Independence

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Tru Independence Comparisons

Employees
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Competitors of tru Independence

tru Independence operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Prudent and Thrivent, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Mutual life insurance company
domain founded_year HQ Location
Personal and business insurance products are provided nationwide.
domain founded_year HQ Location
Fractional home equity is sold online for interest-free loans.
domain founded_year HQ Location
Provider of financial products and investment services
domain founded_year HQ Location
Financial services are offered by Thrivent as a not-for-profit entity.
domain founded_year HQ Location
Synechron is recognized as a global technology and AI consulting firm.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Tru Independence

Frequently Asked Questions about tru Independence

When was tru Independence founded?

tru Independence was founded in 2014.

How many employees does tru Independence have?

As of Dec 31, 2020, the latest employee count at tru Independence is 24.

What does tru Independence do?

tru Independence was founded in 2014 as a provider of financial advisory services. Operations are centered in the financial services sector, where guidance on investments, planning, and wealth management is offered to clients. Services are structured to address various financial requirements, including risk evaluation and strategy development. No specific geographic location is associated with the companys activities.

Who are the top competitors of tru Independence?

tru Independence's top competitors include MassMutual, Point Digital Finance and Prudent.

What products or services does tru Independence offer?

tru Independence offers Technology Platform, Compliance Services, and Marketing Solutions.

Who are tru Independence's investors?

tru Independence has 1 investor. Key investors include Sanctuary Wealth.

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