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.
We are a small but mighty group of FinTech entrepreneurs!
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.
Wells Fargo Finet
Stratos Wealth Partners
Modera Wealth Management
Wells Fargo FiNet
Ironview Capital Management
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.