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Press Coverage

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

ThinkAdvisor
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

BostInno
April 2, 2018

Truelytics: Empowering Wealth Management through Business Intelligence

CIO Review
February 16, 2018

Marty Bicknell: An RIA Shark Tank

WealthManagement.com
February 5, 2018

The Latest In Financial Advisor #FinTech

Kitces.com
January 1, 2018

RIA Sellers Need Their Own Zillow

Kitces.com
December 23, 2017

Advisor Group launches matchmaking service for succession planning

Financial Planning
October 27, 2017

Advisor Group Launches Succession Plan Platform

PlanAdviser
October 23, 2017

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

PR Newswire
October 20, 2017

FSI partners with Truelytics

WealthAdviser
September 21, 2017

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

Financial Services Institute
September 20, 2017

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

Benzinga
April 17, 2017

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

BusinessWire
April 17, 2017

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

WealthAdvisor
March 31, 2017

Truelytics Launches First Subscription Service to Benchmark and Improve Advisory Firms

BusinessWire
January 24, 2017

Fintechs producing cheaper, automated firm valuations for advisers

InvestmentNews
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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