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
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- Legal Name Cresset Asset Management, Llc
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Annual Revenue
Not available
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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
Not available
- Investors
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Employee Count
Not available
- 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.
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.
People of True Capital Management
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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.
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.
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Peakline Partners is engaged in private market investment opportunities.
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Investor details for True Capital Management
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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.
Investment portfolio details for True Capital Management
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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Provider of financial advisory and wealth management services
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Complete acquisition details for True Capital Management
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Financial Statements - True Capital Management
Detailed financials for True Capital Management
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True Capital Management Comparisons
Peer comparison for True Capital Management
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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.
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Retirement, investment, and insurance products and services are provided.
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Asset management and investment advisory services are provided to clients.
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Detailed competitors of True Capital Management
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Latest news on True Capital Management
Complete news archive for True Capital Management
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Frequently Asked Questions about True Capital Management
True Capital Management was founded in 2006 and raised its 1st funding round 11 years after it was founded.
True Capital Management is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Doug Raetz is the current CEO of True Capital Management. They have also founded this company.
True Capital Management is a funded company, having raised a total of $31.36M across 2 funding rounds to date.
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.
True Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.
True Capital Management offers Wealth Planning, Tax Strategy, Estate Planning, Investment Opportunities, and Family Governance.
True Capital Management has made 1 acquisition, including FS Wealth Sports & Entertainment.
True Capital Management has 1 investor. Key investors include Peakline Partners.