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The Truth Is In The Analytics...


Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help wealth management and insurance enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.



Welcome To
Truelytics 2.9.1


We’re so excited about sharing the release of Truelytics 2.9.1 with our customers.  First off, we’ve expanded our recently launched Attribution solution to include a new 'Promotion' module, allowing Enterprises to promote their transition programs directly within Truelytics app.  We also completed version 1.0 of our new 'Enterprise OSJ' product by launching OSJ benchmarking.


Truelytics Podcast Series

 The Valuations podcast is designed to help financial advisors and wealth management firms increase the value of their businesses by sharing insights and data from Truelytics.

Stream today via:

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The Great Transition ...

The average age of the US financial advisor is 59 years. It is estimated that 1/3rd of these advisors will retire in the next 10 years.  According to Deloitte, the Wealth Management industry will need to recruit and train nearly 240,000 advisors just to maintain current service levels. Needless to say, the demographic pressure for ownership transition solutions is high now and about to explode. 

Imagine a new system where all entities involved in a transition can independently agree to a single prime record. Processes related to recruitment, continuity, succession and M&A become easier, more efficient, and have the potential to deliver cost benefit across the entire value chain, improve data integrity, and lower the frictional cost of “Transitioning.”


The Power of Knowing

Our tools combine real industry experience and big data that empower Financial Advisors, Practice Managers, and Wealth Management Executives.




Gain deep insight to how you stack up to industry peers and identify growth opportunities



Practice Managers

Harness the power of the industry’s top consultants packaged into technology you can utilize daily





Take the guesswork out of determining what drives your enterprise value

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Data That Matters, Data You Can Trust

The foundation of our technology is based on performance data captured across our extensive client portfolio; state of the art Key Performance Indicators; and proprietary Investment Banking formulas. The result:  Moneyball  for IBDs, OSJs, Custodians, and Large RIAs.

Business Stability Score - Reflects the structure and operations of your firm.

Client Stability Score - Reflects the demographics and turnover of your client base.

Market Stability Score - Reflects the amount of market risk inherent in your revenue streams.


Contact us today

Please feel free to contact us anytime.


Call us


396 Washington St Suite 290, 02481 United States


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