A Story Worth Telling

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, grow, and retain advisory businesses while also reducing time and costs related to transitions.

Meet the Team

We are a small but mighty group of FinTech entrepreneurs!

Terry Mullen

Chief Executive Officer & Co-Founder

Jeremi Karnell

President, Chief Operating Officer, & Co-Founder

Kasey Logan

Vice President, Head of Customer Success

Carla McCabe

Vice President, Head of Pro Services

Kevin Gulley

Vice President, Head of Product

Eli Gassert

Vice President, Head of Engineering

Timeline

Pioneering Advisor Transition Management

The Noob

2016

Raised Friends and Family Round to acquire intellectual property from an investment banking firm in the Wealth Management industry.

The Toddler

2017

Official launch of Truelytics. Established mission to help the wealth management and insurance industry to attract, grow, and retain financial advisory firms.

The Favorite Child

2018

Worked hard to re-engineer the IP so that we could introduce an enterprise solution. Launched Truelytics 2.0 in July 2018. Landed 56% of the top Independent Broker-Dealers as customers or in our pipeline. Grew by 7,000% over the next 12 months.

The Honor Student

2019

Grew database from 300 firms to over 7,000 in less than a year. Hit cash flow positive milestone.

The Graduate

2020

Introducing Truelytics 3.0 and rolling out TrueRecruit, TrueContinuity, and TrueMatch to fulfill our promise of architecting the first complete Advisor Transition Management Platform in the Wealth Management and Insurance industries.

The Professional

2021 and Beyond!

Become the industry utility related to Advisor Transition Management. Go global. Launch in other sectors.

Numbers Never Lie

Truelytics currently maintains the largest database of financial advisory business health records in the United States.

20

Top Independent Broker-Dealers, Asset Managers, Custodians, OSJs, and RIAs in the United States

7,000+

Independent Financial Advisory Firms

$300 Billion+

In reported Assets Under Management (AUM)

$1.7 Billion+

In reported Net Revenue

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OUR CULTURE

The Four Beings of "I" at Truelytics

Inspired

Being of such excellence as to suggest inspiration by the gods!

Insightful

Exhibiting or characterized by insight, being perceptive.

Integrative

Serving to integrate or favoring integration. A multidisciplinary, holistic approach.

Inventive

Adept or skillful at inventing; creative; or characterized by pursuing invention.

Success Stories

“I subscribe to the concept of “what gets measured gets done” so for any advisor focused on organic growth having a mechanism to understand how they can effectively drive enterprise value by leveraging a mechanism that captures the quality of earnings and the sustainability of the revenues is critical. Truelytics offers that very mechanism.”

Adam Antoniades
CEO, Cetera

“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

“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 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

"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

“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

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Let's Change how Advisors Transition!

Most financial advisory business owners lack the tools, technologies, advice, and resources to adequately create a more stable, profitable, valuable, and transferable business in an environment of challenging regulation and increased consolidation. With your help, we can change that and remove the friction associated with transitions.

Our Friends & Partners

Truelytics is the leading SAAS business intelligence platform for Wealth Management enterprise focused on business performance and transition management. We have been selected by some of the biggest names in the sector to provide actionable business insights and key performance indicators. Below are just a few of the firms optimizing, benchmarking and strengthening their businesses.