True North Advisors Revenue

Financial Services • Dallas, Texas, United States • 51-100 Employees

True North Advisors revenue & valuation

Annual revenue	$32,000,000
Revenue per employee	$427,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$102,400,000
Total funding	No funding

Key Contacts at True North Advisors

Holly B. Wilkins

Director Of Marketing

Bernadeta Thomas

Human Resources Director

Molly Colten

Founder

Scott Wood

Chief Executive Officer, Co-Founder

Matt Peden

Senior Director Of Investments

Christopher Conlan

Director Of New Client Relationships

Mac Owens

Director Of Investments

Danielle Walker

Director Of Investor Relations

Blake Kinney

Director Of Business Operations

Melissa Lucas

Managing Director, Family Wealth

Company overview

Headquarters	3131 Turtle Creek Blvd, Ste 1300, Dallas, TX 75219, US
Phone number	+12143607300
Website	truenorthadvisors.com
NAICS	52
SIC	628
Keywords	Alternative Investments, Social Impact, Financial Planning, Financial Advice, Wealth Management, Family Philanthropy, Advisors, Investment Portfolio Management, Business Exit Planning, Concierge Health, Generational Wealth Planning, Institutional Quality Investment Access, Multi-Generational Success Planning
Founded	2000
Employees	51-100
Socials

True North Advisors Email Formats

True North Advisors uses 5 email formats. The most common is {first name}{last name} (e.g., johndoe@truenorthadvisors.com), used 64.4% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@truenorthadvisors.com	64.4%
{first initial}{last name}	jdoe@truenorthadvisors.com	28.8%
{last name}{last name}	doedoe@truenorthadvisors.com	3.4%
{first initial}{first initial}	jj@truenorthadvisors.com	1.7%
{last name}	doe@truenorthadvisors.com	1.7%

About True North Advisors

True North Advisors is a fee-based registered investment adviser (RIA) and multi-family office headquartered in Dallas, Texas. True North offers a wide range of wealth and investment offerings to individuals and investors including integrated wealth planning, business exit planning, and private investment solutions. True North is steered by the visionary leadership of its Co-founders, Scott Wood and Mark Gehlbach. Embodied in its mission of Fulfilling Lives™, True North delivers a holistic approach to wealth and investment management, enriching lives and legacies across multiple generations. Since inception, True North has remained committed in its pursuit of excellence, offering bespoke solutions crafted to ensure the longevity and prosperity of client portfolios. True North continues to redefine the standards of wealth planning and alternative investment strategies, crafting innovative solutions for its clients and individual investors.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

Director

Employees by Department

True North Advisors has 48 employees across 10 departments.

Departments

Number of employees

Funding Data

Explore True North Advisors's funding history, including investment rounds, total capital raised, and key backers.

Funding Date	Round	Amount	Link to Article
2024-02-24	11	N/A

Funding Insights

Number of funding rounds

True North Advisors Tech Stack

Discover the technologies and tools that power True North Advisors's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

reCAPTCHA

Security

SiteGround

Hosting

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Frequently asked questions

True North Advisors is located in Dallas, Texas, US.

You can reach True North Advisors at +12143607300.

True North Advisors generates an estimated annual revenue of $32,000,000. This revenue figure reflects the company's market position and business performance in its industry.

True North Advisors has an estimated valuation of $102,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

True North Advisors was founded in 2000, making it 26 years old. The company has established itself as a significant player in its industry over this time.

True North Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.