TruClarity - Ownership and Business Overview

Financial ServicesCompany

TruClarity Ownership

Who owns TruClarity?

TruClarity is owned by Dynasty Financial Partners. It was acquired on February 16, 2023.

TruClarity Business Overview

Where is TruClarity headquartered?

TruClarity is headquartered in St. Petersburg, Florida.

What sector is TruClarity in?

TruClarity is a financial services company.

When was TruClarity founded?

TruClarity was founded in 2015.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 136 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 117 by strategics.

TruClarity

TCH II LLC

180 Fountain Parkway N, Suite 100,
St. Petersburg, Florida 33716
United States,
(813) 384-4817
www.mytruclarity.com

TruClarity is an operator of a brand in the financial services marketplace that is aggressively capitalizing on the growing exodus of wirehouse financial advisors seeking independence. TruClarity's core business model serves as a turnkey business incubator, turning frustrated employee advisors into business owners without the need to be business operators. TruClarity creates customized, branded business engines that provide all the tools, services and start-up capital breakaway advisors need to obtain independence without the hassle or expense of running back-office operations. TruClarity was founded in 2015 and is based in St. Petersburg, Florida.


Company Summary

SECTOR

Financial Services

Established

2015

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