True North Advisors

True North Advisors

True North Advisors | True North Advisors is an independent investment advisor in Dallas, Texas that seeks to help its client live more fulfilled lives..

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DateInvestorsAmountRound
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Growth Equity non VC
Total Funding000k
More about True North Advisors
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True North Advisors is an independent, wealth management firm passionate about helping clients lead more fulfilled lives. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined. True North offers comprehensive solutions, including wealth planning and investment management to high net worth families and individuals no matter what stage of life they may be entering. Additionally, our institutional services group provides a full-range of investment management services for middle-market corporations, municipalities and non-profit organizations. True North offers conflict-free advice that’s inspired by our clients' aspirations, not sales commissions. We view ourselves as stewards of our clients' wealth and well-being.

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Investments by True North Advisors

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Clear Rock Advisors
ACQUISITION by True North Advisors Sep 2024