True Capital Management
TRUE Capital was founded in 2007 with the goal of creating an open-architecture wealth management platform specifically designed for professional athletes, entertainers, and entrepreneurs. Through this innovative paradigm, TRUE Capital forged a new path using proven methods that empower clients to build generational wealth long into retirement. Since inception, TRUE Capital has successfully grown its asset base, expanded advisory services, built a robust and dynamic investment platform, and remained steadfast in creating financial literacy and financial security for its clients. TRUE Capital is headquartered in San Francisco, CA with offices in Los Angeles & Nashville.
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Verified contacts
12
available on Kipplo
LinkedIn employees
11
201 to 500 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
3
tools in use
Monthly traffic
324
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- DF
Dani Fitzgerald
Associate Vice President · General Business & Management
EmailPhone - SA
Stephanie Anderson
Associate Director, Tax Services · Finance & Accounting
EmailPhone - MC
Morgan Cooney
Client Relations Manager · Customer/Client Service
EmailPhone - AY
Alex Young
Associate, Private Wealth Client Service · Customer/Client Service
EmailPhone - AM
Angela Mustaine
Associate, Private Wealth Client Services · Finance & Accounting
EmailPhone - BB
Brittanie Budinger
People & Culture Specialist · Human Resources
EmailPhone - LF
Lori Forthmann
Director · General Business & Management
EmailPhone - GW
George Wright
Investments Associate · Finance & Accounting
EmailPhone - LW
Leanne Wong
Bookkeeping Consultant · Finance & Accounting
EmailPhone
Showing 9 of 12 verified contacts
Top roles at True Capital Management
11 distinct titles indexed · top 10 shown.
- 1associate director, tax services
- 1associate vice president
- 1associate, private wealth client service
- 1associate, private wealth client services
- 1bookkeeping consultant
- 1call center executive
- 1client relations manager
- 1director
- 1finance manager
- 1investments associate
- +1more titles
Sign up to unlock all 12 contacts at True Capital Management
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