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According to Accenture, $30 trillion of intergenerational wealth is about to exchange hands. Research from Pershing Advisors suggests that the wealth management industry will need to add 237,000 advisors over the next decade just to maintain current levels. We call this The Great Transition. This is why financial advisors need to know the key drivers of their business. It is our mission to help everyone in the Wealth Management Industry to maximize the return they get from either selling, buying, or optimizing their current business.

Acquired Algorithm And Built Truelytics SAAS Platform

Official Launch with the Mission to Maximize the Return of Those in the Wealth Management Industry.

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 & Founder

Jeremi Karnell

President

Kevin Gulley

Executive Vice President Product

Kasey Logan

Vice President of Customer Success

Carla McCabe, CVA

Vice President 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

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Evolving Business Intelligence In Wealth Management

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