Amit Dogra has joined Tru Independence as president, board member, and minority shareholder, bringing decades of experience from SEI, Brinker, Hightower, BNY Mellon, and Sanctuary. Tru Independence provides back-office services for RIAs, bundling compliance, software, marketing, and business development for growing advisory firms. The firm currently serves 24 RIAs managing $8 billion in assets, positioning itself as a strong alternative to larger platforms like Dynasty Financial Partners and Hightower. Dogra, known for his hands-on leadership and expertise in scaling financial services businesses, will focus on growing Tru’s assets, boosting profitability, and expanding its market presence.
Co-founder and CEO Craig Stuvland emphasized the need for high-profile hires to increase Tru’s visibility in the wealth management industry. Tru targets RIAs with $250 million to $1 billion in AUM, helping smaller firms leverage operational efficiencies and organic growth strategies that often outperform larger competitors…