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.
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.