PORTLAND, Ore., Mar. 8, 2022 /RIABiz/ — Amit Dogra is back in the game in Portland, Ore., as president, board member and minority stakeholder in tru Independence (tru, for short) just as an old rival makes a big move.
Dynasty Financial Partners, the originator of tru’s business model, is about to seek $100 million or more in an initial public offering. See: Dynasty Financial takes next logical step, using Wall Street powers and RIAs to beat Wall Street with an IPO, but timing surprises one expert.
Growing under the radar is fine, but tru co-founder and CEO Craig Stuvland is ready to spend outside capital on prominent hires to gain the outside world’s attention.