Transforming the way the Financial Service Industry Discovers Opportunity
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 the financial services industry attract, grow, and retain advisory businesses while also reducing time and costs related to transitions.
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
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.
Truelytics News and Updates
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.
