About True Capital Management
True Capital Management is a company based in San Francisco (United States) founded in 2006 by Doug Raetz and Heather Goodman.. True Capital Management has raised $31.36 million across 2 funding rounds from investors including Peakline Partners. True Capital Management has completed 1 acquisition, including FS Wealth Sports & Entertainment. True Capital Management offers products and services including Wealth Planning, Tax Strategy, Estate Planning, Investment Opportunities, and Family Governance. True Capital Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, among others.
- Headquarter San Francisco, United States
- Founders Doug Raetz, Heather Goodman
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Cresset Asset Management, Llc
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$31.36 M (USD)
in 2 rounds
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Latest Funding Round
- Investors
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of True Capital Management
True Capital Management offers a comprehensive portfolio of products and services, including Wealth Planning, Tax Strategy, Estate Planning, Investment Opportunities, and Family Governance. 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.
Customized investment portfolios for wealth protection and growth.
Advisory on tax mitigation to preserve client capital effectively.
Holistic services for legacy and risk management planning.
Access to fee-friendly private investments for clients.
Guidance on family communication and philanthropic strategies.
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Funding Insights of True Capital Management
True Capital Management has successfully raised a total of $31.36M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 2
- Last Round Last Round
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First Round
First Round
(18 Jan 2017)
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb, 2020 | Amount | Private Equity Round - True Capital Management | Valuation |
investors |
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| Jan, 2017 | Amount | Series A - True Capital Management | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in True Capital Management
True Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Peakline Partners. 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.
| Investor | Description | Founded Year | Domain | Location |
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Peakline Partners is engaged in private market investment opportunities.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by True Capital Management
True Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include FS Wealth Sports & Entertainment. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Provider of financial advisory and wealth management services
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2010 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - True Capital Management
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
True Capital Management Comparisons
Competitors of True Capital Management
True Capital Management 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 Fidelity Investments, Investec, Morgan Stanley, Northwestern Mutual and Principal, 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 |
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Northwestern Mutual is engaged in financial planning and insurance services.
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| domain | founded_year | HQ Location |
Retirement, investment, and insurance products and services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on True Capital Management
Frequently Asked Questions about True Capital Management
When was True Capital Management founded?
True Capital Management was founded in 2006 and raised its 1st funding round 11 years after it was founded.
Where is True Capital Management located?
True Capital Management is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of True Capital Management?
Doug Raetz is the current CEO of True Capital Management. They have also founded this company.
Is True Capital Management a funded company?
True Capital Management is a funded company, having raised a total of $31.36M across 2 funding rounds to date. The company's 1st funding round was a Series A of $31.36M, raised on Jan 18, 2017.
What does True Capital Management do?
True Capital Management was established in 2006 in San Francisco, United States, as a multi-family office. Comprehensive financial advisory, investment management, and estate planning services are delivered to high-net-worth families. Operations focus on personalized wealth preservation and growth strategies. The firm is led by co-founders Doug Raetz, serving as CEO, and Heather Goodman, with activities centered in the United States.
Who are the top competitors of True Capital Management?
True Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does True Capital Management offer?
True Capital Management offers Wealth Planning, Tax Strategy, Estate Planning, Investment Opportunities, and Family Governance.
How many acquisitions has True Capital Management made?
True Capital Management has made 1 acquisition, including FS Wealth Sports & Entertainment.
Who are True Capital Management's investors?
True Capital Management has 1 investor. Key investors include Peakline Partners.
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