Accelerate your capacity for scale and growth through an integrated suite of services, technologies, and solutions built to empower you to seamlessly manage your wealth management practice. Create more time for relationships and worry less about operating your business.
" TRU Enterprise OS delivers the freedom advisors want by removing hassles without encroaching on what makes them truly independent. It's our philosophy of interdependence put into action." — CEO, Brad Shepherd
TRU Enterprise OS combines our suite of proven advisor solutions to simplify enterprise management, freeing up your time to focus on building and enhancing relationships
Connect People, Process, & Technology to Create Unparalleled Delight
Wouldn't it be great if every part of your enterprise were in sync and worked together instead of apart?
You'll be happier with how your business functions, enjoying greater productivity and efficiency — leaving more time for your client relationships.
Why? Because our suite of integrated platforms is intentionally designed to seamlessly work across our ecosystem, created by and for independent financial advisors and professionals experienced in managing business operations.
Amazing Client Experiences & a Streamlined Middle- and Back-Office
Deliver powerful experiences to client relationships and connect business operations to eliminate manual processes and streamline workflows for greater efficiency and accuracy.
Insource or Outsource Your Investment Management — We've Got You Covered
Manage your own investments with flexible solutions. Through our comprehensive suite of solutions, you have the ability to manage investments on your own, outsource to a third-party, or leverage our one-of-a-kind second-party investment management.
The technology part of the practice is one of the most important elements to providing a high level of service. One of the most innovative parts of EMS is that I am an integral part of the development of the offering, as are the other Member Partners of Founders. Without a doubt, Founders is - in a way - in the business of technology.
Mark DarrellMember Partner since 1997
Since I’ve joined Founders, my enterprise has just flourished. Because of the Founders and because of executing on the things that were available to me.
Charlie RobertsDreamBridge FinancialMember Partner since 2014