About TruChoice Financial
TruChoice Financial is a Financial Services company based in Minneapolis (United States) founded in 2018, and was acquired by AmeriLife in November 2022. Provider of financial services. Its chief executive, as recorded, is Brian Peterson. Its focus areas include Services for Investment Industry and Marketing Services.
Company details
TruChoice Financial was founded in 2018 and operates as a provider of financial services from its base in Minneapolis, United States. Core activities encompass various financial solutions tailored for clients in the sector. Operations focus on delivering essential services within the financial industry, with oversight led by CEO Brian Peterson. The company maintains a presence through its domain, truchoicefinancial.com, supporting regional financial needs.
- Headquarters Minneapolis, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website truchoicefinancial.com
- Social LinkedIn X Facebook
- Acquired by AmeriLife (Nov 2022)
Investors in TruChoice Financial
TruChoice Financial has secured backing from 1 investor. Prominent investors backing the company include AmeriLife.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Insurance and retirement solutions are provided by AmeriLife. | 1971 | amerilife.com | Clearwater, United States |
Investor details for TruChoice Financial
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People of TruChoice Financial
47 people are tracked at TruChoice Financial (37 in leadership, 10 in team).
| Name | Role | Group |
|---|---|---|
Brian Peterson | CEO | Leadership |
Tim Riley | Divisional Vice President - Advanced Annuity Sales | Leadership |
Ryan Pace | Divisional Vice President - Advanced Annuity Sales | Leadership |
Jeff Danner | Vice President Of Field & Strategic Marketing | Leadership |
Jon Cameron | Senior Director, Advanced Life And Annuity Sales | Leadership |
Angi Reeves | Vice President Of Communications And Multimedia | Leadership |
James Gisondi | Vice President--advanced Annuity Sales | Leadership |
Brian Kunkel | Vice President, Marketing, Product And Advanced Strategies | Leadership |
Michael Bergman | Regional Vice President-advanced Annuity Sales | Leadership |
Angela Jacobson | Vice President- Advanced Annuity Sales At Truchoice Financial | Leadership |
Dylan Smeltzer | VP Advanced Annuity Sales | Leadership |
Dan Perusse | Vice President - Advanced Annuity Sales | Leadership |
Brian D'Amato | Vice President - Advanced Life Insurance Sales | Leadership |
Aaron Burtzel Chfc® | Vice President - Advanced Annuity Sales | Leadership |
Shelly Porter-Sturm | Vice President - Advanced Annuity Sales | Leadership |
Mike Calder | Divisional Vice President | Leadership |
Dave Petersen | Vice President - Advanced Annuity Sales | Leadership |
Steven Ackerman | Broker Dealer & Partner Development | Leadership |
Craig Campbell | Vice President - Advanced Annuity Sales | Leadership |
Brian Owens | Divisional Vice President Of Sales | Leadership |
27 more people are available in the full profile.
Complete people profiles for TruChoice Financial
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Timeline of TruChoice Financial
2 dated milestones of TruChoice Financial across 4 years, from founding to its latest funding, stage changes and deals.
- Founded TruChoice Financial is founded.
- Exit Acquired by AmeriLife.
Web traffic of TruChoice Financial
The website of TruChoice Financial (truchoicefinancial.com) receives about 7.5K visits a month.
- Monthly visits7.5K
▲ 54.2% vs previous month
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as TruChoice Financial (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Truchoice Financial
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Frequently Asked Questions about TruChoice Financial
TruChoice Financial was founded in 2018.
TruChoice Financial is headquartered in Minneapolis, United States. It is registered at Minneapolis, Minnesota, United States.
Brian Peterson is the CEO of TruChoice Financial, as recorded in our data.
TruChoice Financial was founded in 2018 and operates as a provider of financial services from its base in Minneapolis, United States. Core activities encompass various financial solutions tailored for clients in the sector. Operations focus on delivering essential services within the financial industry, with oversight led by CEO Brian Peterson. The company maintains a presence through its domain, truchoicefinancial.com, supporting regional financial needs.
TruChoice Financial has 1 investor. Key investors include AmeriLife.
Yes. TruChoice Financial was acquired by AmeriLife in November 2022.