Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
TruFinancial Logo
TruFinancial CB Rank
1078215
Heat Score
56
TruFinancial is a full service financial planning firm.
Founded
obfuscation
Private San Diego, California, United States1-10 www.trufinancial.org
Consulting
Financial Services
Insurance
Overview

TruFinancial
Heat Score
56

Growth Score
pts
in past quarter
Heat Score 56
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About TruFinancial

CB Rank
1078215
TruFinancial is a full service financial planning firm.
Founded
obfuscation
Private San Diego, California, United States1-10 www.trufinancial.org
Consulting
Financial Services
Insurance

Key People

Details

Legal Name TruFinancial Inc.
Operating Status Active
Company Type For Profit
Founders  Daniel Meyers
Phone Number 619-955-5565
Contact Email info@trufinancial.org
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Debt & Credit Management Services
Services to help clients manage and reduce debt and improve credit standing.
Tax & Accounting Services
Services providing tax planning and accounting support to optimize financial outcomes.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

111

IT Spend

$48.6KThis year, TruFinancial is projected to spend $48.6K on IT, according to Aberdeen.

Active Website Tech Count

26TruFinancial is actively using 26 technologies for its website, according to BuiltWith. These include SSL by Default, HSTS, and  Apple Mobile Web Clips Icon.
Sub-Organizations
Frequently Asked Questions

Where is TruFinancial's headquarters? TruFinancial is located in San Diego, California, United States.Who are TruFinancial's competitors? Alternatives and possible competitors to TruFinancial may include Creative Planning, Charles Schwab, and  Mariner Wealth Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(3e39328 1)
|