True North Financial
True North Financial is a registered financial advisor based in Billings, Montana, founded in 2020, serving individual and small-business clients with personalized financial planning and investment advisory services through a small team of 1–10 employees.
- Company typePrivate
- Founded2020
- HeadquartersBillings, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
True North Financial firmographics
Firmographics- Name
- True North Financial
- Website
- https://app.twentyoverten.com
- Company type
- Private
- Founded year
- 2020
- Headcount range
- 1–10 employees
- Short description
- True North Financial is a registered financial advisor based in Billings, Montana, founded in 2020, serving individual and small-business clients with personalized financial planning and investment advisory services through a small team of 1–10 employees.
- Ownership category
- akta.pro rank
True North Financial industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where True North Financial is headquartered
LocationHeadquarters
- HQ city
- Billings
- HQ country
- United States
- HQ region
- North America
Markets served
True North Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
True North Financial product offering
Product offeringCore offering
True North Financial is a registered financial advisor providing personal financial advisory services to clients. Based in Billings, United States, the firm was founded in 2020 and operates with a small team of 1–10 employees.
Differentiator
Problem solved
Functional benefit
Companies that use True North Financial
Customer profileIdeal customer profiles1 record
True North Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
True North Financial competitors and assessment
Company assessmentBroad incumbents
- Creative Planning: Large, PE-backed registered investment advisor offering comprehensive wealth management to individuals and families. Highly comparable business model (fee-based RIA, recurring AUM revenue) and a demonstrated roll-up acquirer of small advisory firms like True North Financial.
- Mercer Advisors: National RIA and one of the most active acquirers of small, registered financial advisors in the U.S. Direct business model comparability (RIA, recurring fees) and explicit consolidator profile make it a direct comparable for both competition and as a potential acquirer.
- LPL Financial: Largest independent broker-dealer in the U.S. by total revenue, providing custody, technology, and compliance infrastructure to thousands of registered advisors. Comparable as the dominant incumbent affiliation option for firms the size of True North Financial.
- Cetera Financial Group: Independent broker-dealer and wealth management platform serving thousands of financial advisors across the U.S. Comparable target affiliation platform and consolidator of small registered advisors.
- Edelman Financial Engines: Large national RIA offering goal-based financial planning and investment management to individuals. Directly comparable business model (recurring AUM-based fees) and an active acquirer of small advisor practices.
- Northwestern Mutual: Large U.S. financial services firm with a vast captive advisor network providing wealth management, retirement, and insurance products. Comparable in providing personal, advisor-led financial planning services to retail clients in markets the size of Billings, MT.
Direct peers
- Commonwealth Financial Network: Independent broker-dealer and RIA platform serving thousands of small- to mid-sized financial advisors. Directly comparable as a go-to affiliation partner / custodian platform for a small registered advisor like True North Financial.
- Cambridge Investment Research: Large independent broker-dealer supporting thousands of registered financial advisors, including many micro-RIA practices. Directly comparable infrastructure / affiliation model for a small registered advisory firm.
Emerging players
- Wealthfront: Leading digital / robo-advisor offering automated, low-fee portfolio management to mass-affluent and younger clients. Comparable end-customer (retail investment management) but delivered via a digital model rather than a personal-advisor model, representing both competition and a price-discipline reference point.
- Betterment: Major robo-advisor and digital wealth management platform targeting the same mass-affluent / retail segment that small registered advisors like True North Financial serve. Comparable on customer profile and service offering (investment management) but competes on price and digital UX.
Market position
Customer concentration
True North Financial social profiles
Digital presenceTrue North Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
True North Financial leadership team
Management profileNumber of profiles
True North Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
True North Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about True North Financial
What does True North Financial do?
True North Financial is a registered financial advisor providing personal financial advisory services to clients. Based in Billings, United States, the firm was founded in 2020 and operates with a small team of 1–10 employees.
When was True North Financial founded?
True North Financial was founded in 2020. It employs 1 to 10 people.
Where is True North Financial based?
True North Financial is headquartered in Billings, United States, in the North America region.
Who are True North Financial's main competitors?
Broad incumbents on record are Creative Planning, Mercer Advisors, LPL Financial, Cetera Financial Group, Edelman Financial Engines and Northwestern Mutual. Direct peers are Commonwealth Financial Network and Cambridge Investment Research. Emerging players are Wealthfront and Betterment.
Does True North Financial have an API?
No public API is recorded for True North Financial.
What industry is True North Financial in?
True North Financial's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6199.