About Trueltyics.

Evolving Business Intelligence In Wealth Management

OUR STORY

Get to know us a little bit better.

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.

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2014
2015
2016
2017
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Introduced at the Orion FUSE Hackathon. Recognized it as the Best Application For Business Intelligence.

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Beta Application Developed By Gladstone & Associates

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Acquired And Converted To Truelytics SAAS Platform

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

A Small, But Formidable Team ...

Terry Mullen

CEO & Co-Founder

Brendan McSheffrey

COO & Co-Founder

Kevin Connor

Managing Partner

Jeremi Karnell

CMO

George MacAllister

Partner

Kevin Gulley

VP Product

Kasey Logan

Business Development Associate

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What Our Clients Say ...

As the head of OSJ with 25 advisors and $800M 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 currently acquiring Advisory Practices, truelytics provides us with a simple, yet thorough report to assess an advisor’s practice.

Sean Bergin Ironview Capital Management