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Press Coverage

Envestnet Advisor Summit Highlights “The Intelligent Financial Life”

May 24, 2022

Envestnet buys Austin startup, Truelytics

Austin Business Journal
May 20, 2022

Connecting the Dots by Acquiring the Right Data with Bill Crager

WealthTech Today
May 13, 2022

Envestnet Wraps Advisor Summit, Announces Truelytics Deal

May 13, 2022

The Intelligent Financial Life™ Takes Center Stage at 2022 Envestnet Advisor Summit

Wall Street Journal
May 11, 2022

Transactions: Envestnet acquires business intelligence firm Truelytics

Bank Automation News
May 11, 2022

Envestnet CEO Opens Summit With New Cloud Tech, Upbeat Vibes

May 11, 2022

Truelytics Announced as Finalist for MassChallenge 2022 FinTech Cohort

December 20, 2021

Truelytics Selected to RevTech Lab's National Fintech, Insurtech Accelerator

RevTech Labs
September 13, 2021

Truelytics Selected as a Featured Company for the Global Insurance Accelerator 2021 InsurTech Days

Global Insurance Accelerator
July 28, 2021

Nassau Financial Group Identifies Truelytics as one of the Top 100 Retiretech Companies

Nassau Re/Imagine
July 26, 2021

Investopedia Rates Truelytics as the Best Practice Management Software in 2021 for Analytics

May 21, 2021

OnRamp Announces 2021 Insurtech Accelerator

Digital Insurance
May 5, 2021

OnRamp Insurance Accelerator Announces 2021 Cohort

May 4, 2021

Succession Planning Goes In-House

April 29, 2021

COVID-19 throws a curveball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own

April 9, 2020

Charity, free advisor services and more: How the industry is stepping up in the coronavirus outbreak

April 7, 2020

M&A Loan Requests Spike

April 6, 2020

INC Advisors offers Real-Time Succession - Valuation Platform

iGlobal Update
March 20, 2020

Truelytics Launches Emergency Continuity Solution Free Of Charge To Clients

FA Magazine
March 19, 2020

Truelytics Offers Up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

PR Newswire
March 19, 2020

Truelytics Taps SkyView As Exclusive Lending Partner

FA Magazine
January 14, 2020

Truelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors

PR Newswire
January 14, 2020

Independent Advisor Alliance Announces Partnership with Truelytics

Press Release
October 10, 2019

How Cetera is preparing for downturn ‘disruption’

Financial Planning
May 14, 2019

Cetera Launches Rescue Plan for Exiting Advisors

May 9, 2019

Why Cetera is Pledging to Buy Out Exiting Advisors

Financial Advisor IQ
May 8, 2019

‘There’s a big, big problem’: Unrealistic valuations stifling RIAs' succession plans

Citywire RIA
May 7, 2019

Cetera Enhances Continuity Planning for Advisors by Assuring Purchase of Practice

PR NewsWire
May 7, 2019

These 23 Boston Startups Raised More Than $451M in March

April 2, 2018

Truelytics: Empowering Wealth Management through Business Intelligence

CIO Review
February 16, 2018

Marty Bicknell: An RIA Shark Tank

February 5, 2018

The Latest In Financial Advisor #FinTech

January 1, 2018

RIA Sellers Need Their Own Zillow

December 23, 2017

Advisor Group launches matchmaking service for succession planning

Financial Planning
October 27, 2017

Advisor Group Launches Succession Plan Platform

October 23, 2017

Advisor Group Launches My Succession Plan - A Comprehensive Succession Planning Platform

PR Newswire
October 20, 2017

FSI partners with Truelytics

September 21, 2017

FSI Delivers New Truelytics Business Intel Platform So Members Can Accurately Valuate And Grow Practices

Financial Services Institute
September 20, 2017

Quick Takes: Truelytics, A Business Intelligence Application for RIAs

T3 Technology Hub
May 3, 2017

Over 200 Fintech Startup Finalists To Celebrate Worldwide Fintech Innovation At The Benzinga Global Fintech Awards

April 17, 2017

Truelytics Launches Industry’s First Free Comprehensive Advisory Firm Valuation Tool

April 17, 2017

Advisors Could Be Making Up To 20% More Money, And Truelytics Fintech Wants To Help

March 31, 2017

Truelytics Launches First Subscription Service to Benchmark and Improve Advisory Firms

January 24, 2017

Fintechs producing cheaper, automated firm valuations for advisers

January 24, 2017

Media Kit

Please get in touch with our PR Team for any press or PR related enquiries. Email: press@truelytics.com

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