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According to Accenture, $30 trillion of intergenerational wealth is about to exchange hands. Historically wealth transfers from one generation to the next have resulted in 90% of heirs changing advisors, presenting both an opportunity and a major threat for wealth management firms and enterprises. We call this The Great Transition. It is our mission to help wealth management enterprises attract, retain, and support advisory businesses while also reducing time and costs related to transitions.

Acquired Algorithm And Built Truelytics SAAS Platform

Official Launch with the Mission to Help Wealth Management Enterprises (IBDs, Asset Managers, Custodians, OSJs, etc.) Attract, Retain, and Support Advisory Businesses.

Launched Truelytics 2.0! Updated Application UI/UX; Introduced Enterprise Functionality; and Introduced New Dashboards.

In 2019 we plan to exploit opportunities that are natural adjacencies to our core business of valuations and benchmarking. Among the most attractive segments is an area we call Advisor Transition Management, which includes recruitment, succession, M&A.

Terry Mullen

CEO & Co-Founder

Jeremi Karnell

President & COO, Co-Founder

Kevin Gulley

Vice President, Head of Product

Kasey Logan

Vice President, Head of Customer Success

Carla McCabe, CVA

Vice President, Head of Professional Services

Being able to personally model different numbers and scenarios for my practice by entering the data myself into the Truelytics system gives me a hands-on tool that can help me understand the gravity of business decisions and outcomes, and I see the results immediately. Additionally, when I’ve had questions, I’ve gotten incredibly fast responses from the Truelytics team.

Tom Barton Wells Fargo FiNet

As the head of OSJ with 25 advisors and $1.1 billion in AUM, I have found the Truelytics eValuation Index™ tool to be extremely helpful for both valuation and business analysis. There is nothing like it in the marketplace.

Kevin Supka LPL Financial

We are involved in M&A transactions within our industry and we wanted an independent tool to value our firm and the firms we are speaking to.

Tom Orecchio Modera Wealth Management

I would recommend that every advisor/team at least go through the exercise to demo the software. I would imagine that many, like myself, would see value from a very sophisticated, yet easy to use program to keep an eye on a large assets.

Jeff Brown Stratos Wealth Partners

We are currently acquiring Advisory Practices, Truelytics provides us with a simple, yet thorough report to assess an advisor’s practice.

Sean Bergin Ironview Capital Management

About Truelytics...

Pioneering Advisor Transition Management

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