TRUE Network Advisors

What TRUE Network Advisors does

TRUE Network Advisors is a private, nationwide collaborative network of independent employee benefits advisory firms, operating as a division of Patriot Growth Insurance Services, LLC. Founded in 2015, the company aggregates independent benefit consulting firms into an exclusive membership network where each member holds sole territorial rights in its assigned local market. Member firms collectively serve more than 30,000 employers across at least 31 U.S. states, providing employee benefits consulting, health insurance advisory, benefit plan design, and administration services to employer clients. Scott Smith serves as Founder and President, with leadership including Scott Patterson (COO), Stephen McNeil (EVP of Strategic Partnerships and Programs), Joel Tillirson (VP of Events), and Adrienne Janssen (Director of Member Success).

The business model is membership-based recurring revenue, supplemented by referral and commission arrangements with an ecosystem of more than 50 strategic partners spanning technology platforms (iSolved HCM, Employee Navigator, Paylocity, Zywave), benefits administration (TASC, Allied Benefit), pharmacy benefits management (SmithRx, MedOne, RxMapper), healthcare (Teladoc Health, Lucent Health, Pareto Health), legal services (Maynard Nexsen, LegalShield), and consulting. Member firms access national-scale vendor relationships, shared best practices across consulting, operations, sales, and leadership, and a recurring calendar of educational events including the Virtual Insanity TRUE Learning Academy, Healthcare in HaRmony, Tables Have Turned, and the annual Owners Meeting, while retaining their independent brand identity and client relationships.

TRUE Network does not develop or sell proprietary software products; its technology footprint is built on partner platform integrations rather than internally developed IP, and no APIs, SDKs, or AI/ML capabilities are disclosed. Distribution occurs through member advisory firms serving as exclusive local channel partners to employer clients, with Patriot Growth Insurance Services, LLC providing corporate infrastructure. Marketing relies primarily on events and collaborative community building rather than traditional demand generation channels. The firmographic lists São Paulo, Brazil, but operating geographies are entirely domestic U.S., with member firms and the legal parent entity Patriot Growth Insurance Services, LLC incorporated in the United States.

Name

TRUE Network Advisors

Legal name

TRUE Network Advisors (A Division of Patriot Growth Insurance Services, LLC)

Website

https://truenetworkadvisors.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

TRUE Network Advisors is a private nationwide membership network of independent employee benefits advisory firms, operating as a division of Patriot Growth Insurance Services, LLC, serving more than 30,000 employers across 31+ U.S. states through exclusive local member agencies.

Ownership category

akta.pro rank

Product category

Employee Benefits Consulting

NAICS

Professional Organizations (81392), Business, Professional, Labor, Political, and Similar Organizations (8139)

SIC

Services-Membership Organizations (8600), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Affinity, Membership & Association Referral Programs (FSAEAMAL)

akta.pro secondary industry

Independent Broker-Dealers (Retail Network) (FSAAAAAC)

Keywords

• Employee benefits consulting
• Benefits advisory network
• Insurance brokerage services
• HR consulting partnerships
• Benefits broker consortium

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Member Network Services: TRUE Network operates as a collaborative network of independent employee benefit advisory firms. Revenue appears to be generated through membership fees and referral/commission arrangements with strategic partners, where member firms access national partnerships and shared resources while maintaining independence.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

TRUE Network Advisors is a nationwide, exclusive membership network of independent employee benefits advisory firms that collectively serve employers with localized, community-rooted benefits consulting. Member agencies gain access to national strategic partnerships, shared best practices across consulting, operations, sales, and leadership, and collective purchasing power, while employers receive benefits advisory services delivered by their local member firm. The network also coordinates member events, learning programs, and growth resources that support member agency development.

Product overview

TRUE Network Advisors is a nationwide network of independent employee benefits consulting firms. It operates as a collaborative community/network model rather than a single unified software product with modular architecture. The organization connects over 30,000 employers with member benefit advisory firms through a network of strategic partners. Services include employee benefits consulting, advisory support, operational best practices sharing, sales and leadership guidance, and agency management collaboration. The network organizes industry events and provides member resources, but no distinct branded software products, platforms, or modules are offered by TRUE Network Advisors itself.

Differentiator

Problem solved

Functional benefit

Products and services

• TRUE Network Member Advisory Services Exclusive one-agency-per-market membership offering that gives independent employee benefits advisory firms access to TRUE Network's national strategic partnerships, shared best practices across consulting, operations, sales, leadership, and agency management, and the collective resources of a nationwide broker network. Member agencies retain local independence and ownership while serving employer clients with benefits advisory, health insurance, plan design, and benefits administration services.
• TRUE Learning Academy Educational program offered to TRUE Network member agencies, partners, and prospects that delivers learning, networking, and growth content through in-person and virtual events such as the Virtual Insanity TRUE Learning Academy, Tables Have Turned, and Owners Meeting formats.

Quantifiable outcome

• More than 30,000 employers receive advice from TRUE Network member firms

Named customers1 record

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

40 partnerships are on record, tiered core and minor.

• iSolved HCMcoreStrategic or Co-development PartnerHuman capital management platform partner providing technology solutions to TRUE Network member firms and their employer clients.
• Employee NavigatorcoreTechnology or IntegrationBenefits administration software partner integrated with TRUE Network's service offerings for member firms.
• 5500 Tax GroupminorStrategic or Co-development PartnerTax and compliance services partner specializing in Form 5500 filings for employee benefit plans.
• Stealth Partner GroupminorStrategic or Co-development PartnerStrategic partner providing additional resources and capabilities to TRUE Network members.
• LumelightcoreTechnology or IntegrationTechnology partner providing platform solutions for TRUE Network members.
• Maynard NexsenminorStrategic or Co-development PartnerLegal services partner providing employment law and regulatory compliance support.
• Lucent HealthcoreStrategic or Co-development PartnerHealth benefits partner providing specialized healthcare solutions to TRUE Network members.
• TASCcoreStrategic or Co-development PartnerThird party administrator services partner for employee benefits administration.
• MedOneminorStrategic or Co-development PartnerPharmacy benefits partner providing prescription drug coverage solutions.
• Futuro SolidominorStrategic or Co-development PartnerBenefits consulting partner offering additional expertise to TRUE Network members.
• BeneconminorStrategic or Co-development PartnerBenefits administration and consulting partner.
• Allied BenefitcoreStrategic or Co-development PartnerBenefits insurance partner providing coverage solutions through TRUE Network members.
• ZywavecoreTechnology or IntegrationInsurance technology partner providing digital tools and platforms for TRUE Network members.
• PaylocitycoreTechnology or IntegrationHR and payroll technology partner providing cloud-based solutions.
• TriNetcoreStrategic or Co-development PartnerProfessional employer organization (PEO) partner offering HR solutions.
• Teladoc HealthcoreStrategic or Co-development PartnerVirtual healthcare and telehealth services partner providing remote medical care solutions.
• SmithRxcoreStrategic or Co-development PartnerPharmacy benefits management partner offering prescription drug coverage solutions.
• LegalShieldminorStrategic or Co-development PartnerLegal services partner providing identity protection and legal benefit solutions.
• IDShieldminorStrategic or Co-development PartnerIdentity protection services partner.
• BettermentminorStrategic or Co-development PartnerFinancial wellness partner providing retirement and investment solutions.
• Pareto HealthminorStrategic or Co-development PartnerHealth benefits optimization partner.
• EtekhnoscoreStrategic or Co-development PartnerFeatured strategic partner providing technology and consulting solutions.
• Wakely BCSminorStrategic or Co-development PartnerActuarial and consulting services partner specializing in employee benefits.
• GRA BenefitsminorStrategic or Co-development PartnerBenefits consulting partner.
• Empower ConsultingminorImplementation/ SI/ Consulting PartnerBenefits consulting and implementation partner.
• ACSIA PartnersminorStrategic or Co-development PartnerLong-term care benefits partner.
• Hollis StrategiesminorStrategic or Co-development PartnerBenefits communication and strategy partner.
• Agility Innovation PartnersminorStrategic or Co-development PartnerInnovation and growth consulting partner.
• CXC SolutionsminorStrategic or Co-development PartnerBenefits consulting and solutions partner.
• Riaz MeghjiminorStrategic or Co-development PartnerStrategic partnership and advisory services.
• MGMT AcceleratorminorStrategic or Co-development PartnerManagement development and growth resources partner.
• Savoca Performance GroupminorStrategic or Co-development PartnerPerformance improvement and consulting partner.
• A.E. BetancourtminorStrategic or Co-development PartnerBenefits consulting partner.
• RxMapperminorStrategic or Co-development PartnerPharmacy benefits optimization partner.
• PTServices GroupminorStrategic or Co-development PartnerPhysical therapy and workers compensation services partner.
• OnTheBallminorStrategic or Co-development PartnerBenefits compliance and administrative services partner.
• Strategic Benefit ResourcesminorStrategic or Co-development PartnerBenefits strategy and consulting partner.
• TIP AdviseminorStrategic or Co-development PartnerInsurance technology and advisory partner.
• Empowered Productivity (Maurathomas)coreStrategic or Co-development PartnerFeatured partner providing productivity and wellness solutions.
• The Olson GroupminorStrategic or Co-development PartnerBenefits and insurance consulting partner.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• OneDigital: OneDigital is a large employee benefits and insurance advisory firm that combines national-scale resources with local offices through acquisitions — directly comparable to TRUE Network's 'local touch, national resources' positioning for employers seeking benefits advisory.
• Alera Group: Alera Group is a national network of independent insurance and financial services firms operating under a shared brand and partnership ecosystem — a structurally similar model to TRUE Network's collaborative independent agency network.
• Holmes Murphy: Holmes Murphy is an independent insurance brokerage that serves mid- and large-sized employers with employee benefits consulting and risk management, sharing TRUE Network's employer-facing benefits advisory focus and partnership-driven service model.

Broad incumbents

• Patriot Growth Insurance Services: Patriot Growth Insurance Services is the parent operating company of TRUE Network Advisors and an active acquirer of insurance agencies, making it the structural parent and closest corporate-level comparable.
• USI Insurance Services: USI is a large national insurance brokerage that builds local advisory capacity through acquisitions and uses a partnership-and-resource platform approach to serve mid- and large-sized employer benefits clients — competing with TRUE Network in the same employer segment.
• Brown & Brown: Brown & Brown is a publicly traded insurance brokerage that aggregates independent agency talent into a national platform, overlapping with TRUE Network's benefits advisory distribution and acquisition-driven network model.
• NFP (an Aon company): NFP is a national insurance brokerage and advisory firm serving mid-market employers with benefits and risk solutions, providing comparable employer-facing benefits advisory services to TRUE Network's member firms.
• Arthur J. Gallagher & Co. Gallagher is one of the largest global insurance brokerage and risk management firms with significant US employee benefits advisory operations, serving as a major incumbent competitor to TRUE Network's employer-facing benefits advisory.
• Marsh McLennan: Marsh McLennan is a global professional services firm with a major US benefits advisory practice (Mercer), competing in the same employer-benefits advisory market that TRUE Network's member firms serve.

Emerging players

• LFG National: LFG National is a national network of independent insurance agencies offering shared resources and partnerships — a comparable network-of-independents model, though smaller in scale and benefits specialization than TRUE Network.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/TRUEadvisors
• Facebookfacebook.com/truenetworkadvisors
• LinkedInlinkedin.com/company/true-network-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about TRUE Network Advisors