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Our Satisfied Clients ...

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.

What our clients say ...

I would recommend that every advisor/team at least go through the exercise to demo the software. I would imagine that many, like myself, would see value from a very sophisticated, yet easy to use program to keep an eye on a large assets.

Jeff brown

Stratos Wealth Partners

Being able to personally model different numbers and scenarios for my practice by entering the data myself into the Truelytics system gives me a hands-on tool that can help me understand the gravity of business decisions and outcomes, and I see the results immediately. Additionally, when I’ve had questions, I’ve gotten incredibly fast responses from the Truelytics team.

Tom Barton

Wells Fargo FiNet

We are involved in M&A transactions within our industry and we wanted an independent tool to value our firm and the firms we are speaking to.

Tom Orecchio

Modera Wealth Management

As the head of OSJ with 25 advisors and $1.1 billion in AUM, I have found the Truelytics eValuation Index™ tool to be extremely helpful for both valuation and business analysis. There is nothing like it in the marketplace.

Kevin Supka

LPL Financial

We are currently acquiring Advisory Practices, Truelytics provides us with a simple, yet thorough report to assess an advisor’s practice.

Sean Bergin

Ironview Capital Management

Thanks so much for the taking the time out of your busy day to go over our Truelytics report. We truly appreciated it and were extremely impressed with your level of service and knowledge.

Robert J. LoPinto

Silver Spring Capital