About Trutina Financial
Trutina Financial is a Financial Services company based in Bellevue (United States) founded in 2011, and was acquired by CAPTRUST in December 2023. Pension and retirement planning services are provided to clients. Trutina Financial offers products and services including Wealth Planning, Investment Advisory, and Retirement Services. Its focus areas include Asset Management, Financial Advisors and Retirement & Pension. Its competitors include MetLife, Pacific Life and Voya Financial.
Company details
Trutina Financial was established in 2011 in Bellevue, United States, within the financial services sector. Pension and retirement planning services are delivered, focusing on advisory support for long-term financial security. Operations are centered in the U.S., with guidance provided on pension management and retirement strategies. Ownership is held by Matt Myers, and activities emphasize practical planning solutions for individuals.
- Headquarters Bellevue, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website trutinafinancial.com
- Social LinkedIn Facebook
- Acquired by CAPTRUST (Dec 2023)
Products & Services of Trutina Financial
Trutina Financial offers a comprehensive portfolio of products and services, including Wealth Planning, Investment Advisory, and Retirement Services.
Tailored planning for individual and family financial needs
Advice on portfolios for businesses and nonprofits
Support for retirement plans and risk management
Investors in Trutina Financial
Trutina Financial has secured backing from 1 investor. Prominent investors backing the company include CAPTRUST.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Investment consulting and wealth management services are provided to clients. | 1989 | captrust.com | Raleigh, United States |
Investor details for Trutina Financial
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People of Trutina Financial
1 people are tracked at Trutina Financial (1 in leadership).
| Name | Role | Group |
|---|---|---|
Matt Myers | Owner | Leadership |
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Timeline of Trutina Financial
2 dated milestones of Trutina Financial across 12 years, from founding to its latest funding, stage changes and deals.
- Founded Trutina Financial is founded.
- Exit Acquired by CAPTRUST.
Competitors of Trutina Financial
Trutina Financial has 3 listed competitors in our database. They include MetLife, Pacific Life and Voya Financial.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| metlife.com | 1868 | New York, United States | 18,167 | Internet-based life, health, auto, home, and pet insurance is offered. | ||
| pacificlife.com | 1868 | Newport Beach, United States | 3,138 | Insurance company | ||
| voya.com | 1999 | New York, United States | 6,839 | Provider of pension fund for the employees based out of the US |
Detailed competitors of Trutina Financial
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Top companies in Asset Management
3 companies that operate in the same segment as Trutina Financial (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Trutina Financial
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Frequently Asked Questions about Trutina Financial
Trutina Financial was founded in 2011.
Trutina Financial is headquartered in Bellevue, United States. It is registered at Bellevue, Washington, United States.
Trutina Financial was established in 2011 in Bellevue, United States, within the financial services sector. Pension and retirement planning services are delivered, focusing on advisory support for long-term financial security. Operations are centered in the U.S., with guidance provided on pension management and retirement strategies. Ownership is held by Matt Myers, and activities emphasize practical planning solutions for individuals.
Trutina Financial's top competitors include Pacific Life, MetLife and Voya Financial.
Trutina Financial offers Wealth Planning, Investment Advisory, and Retirement Services.
Trutina Financial has 1 investor. Key investors include CAPTRUST.
Yes. Trutina Financial was acquired by CAPTRUST in December 2023.