TRUEDGE
BOLD PRECISION AND RELIABILITY
WHO WE ARE
At TRUEDGE, we are dedicated to making an impactful contribution to the future of Advisors’ businesses. With over 150 years of collective industry experience, our team consists of hands-on practitioners with expertise in advisory technology, compliance, middle and back office operations and business consulting. With a shared background in building client relationships and managing retail advisory programs, we understand the challenges you face and are committed to delivering solutions designed to drive growth and success.
WHY TRUEDGE
Empowering Independence. Our mission is straightforward: to equip Advisors with the wealth management tools, technology, and resources they need to succeed. At TRUEDGE, we are committed to delivering unmatched support through a robust infrastructure, customizable solutions, and reliable back-office efficiency. Our vision is to create the most advisor-centric TAMP in the industry, driving innovation to provide the flexibility and investment solutions that empower Advisors to exceed client expectations.
DEDICATED TO YOUR GROWTH
TRUEDGE is focused on enabling Advisors to achieve scalable growth. As a trusted partner, our goal is to deliver personalized support by designing and helping to implement accessible, efficient and cost-effective solutions built on an integrated wealth management technology infrastructure. Your success is our priority.
Our Leadership Team
Matt Reynolds
Clint Sorenson, CFA, CMT
Rick Parker
JEFF HALVOSA
Regina Rudnick
Stephanie West
Chris Greenlee
Tina Bowman
Headquarters/Support Locations Map
Our Partners
Ready to Accelerate Your Business?
TruEdge offers a full suite of solutions designed to streamline your operations and free up your time. From technology to portfolio management and back-office support, we’ve got you covered.