Get to know us a little bit better.
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.