Coeur d'Alene firm ranks No. 1 fastest growing TAMP nationwide

Coeur d’Alene’s True Freedom Investing has moved from a local finance name to a national scale player, ranking as the No. 17 largest turnkey asset management platform in the country and the No. 1 fastest-growing TAMP in America. The company’s platform now represents roughly $1.56 billion in assets, up from just $0.42 million in 2022, a surge that underscores how quickly a North Idaho firm has built outside influence in wealth management.

A TAMP, in plain English, is an outsourced investment desk. Advisors use it to hand off model portfolios, trading, rebalancing, reporting and custodial integrations instead of building that infrastructure themselves. That makes the size of True Freedom’s rise especially relevant for Coeur d’Alene and Kootenai County, because it shows a local company is not just servicing a niche client base, but helping power the back office of advisors around the country.

The platform is tied to Pinkerton Wealth, headquartered at 2000 W. John Loop in Coeur d’Alene, and to founder and CEO Dan Pinkerton, whose firm says he knew at age 19 that he wanted to work in financial planning. Pinkerton enrolled in the College for Financial Planning while a sophomore at Stanford University and graduated from Stanford in 1987. Pinkerton Wealth’s SEC brochure says the firm was founded in 1987 and is owned by Dan Pinkerton and his wife, Kathryn Pinkerton.

The business has already built a larger footprint than a single hometown office suggests. A recent profile said Pinkerton Wealth Partners has four offices and 45 employees. The firm also said it will celebrate 30 years of doing business in Coeur d’Alene in 2027, giving the new national ranking the weight of a long local history rather than a sudden burst of attention.

True Freedom’s rise is also rooted in proprietary technology. The platform is powered by Sherman Research’s patented investment engine, which uses six proprietary indicators that track short-, medium-, long- and seasonal-term market conditions. Pinkerton said the idea grew out of a 2021 review of 30 model portfolios, when one strategy stood out so sharply that the firm bought and patented the research behind it.

For Coeur d’Alene, the significance goes beyond bragging rights. Pinkerton Wealth was already ranked among the nation’s Top 225 Registered Investment Advisors and was the only firm in the Inland Northwest on that list, while Forbes previously placed Pinkerton Retirement Specialists at No. 179 out of 42,600 firms. True Freedom’s latest ranking adds another data point to the same story: a city best known for tourism is also producing a financial-services company with national reach, measurable scale and growing influence in the advisor marketplace.