Investor directory

Truelytics

Truelytics is a Boston-based B-to-B enterprise software startup that specializes in an Advisor Transition Management platform. This innovative, data-driven platform is designed to assist wealth management, insurance, and tax firms in analyzing their business performance and recruitment strategies. By providing actionable insights and key performance indicators, Truelytics enables these enterprises to effectively attract, grow, and retain advisory businesses. The platform also aims to streamline the transition process, ultimately reducing the time and costs associated with these changes.

Top Stages

Acquisition
https://truelytics.com
https://crunchbase.com/organization/truelytics-inc
https://facebook.com/truelytics1
https://linkedin.com/company/truelytics
https://pitchbook.com/profiles/company/166717-63
https://twitter.com/truelytics1

Jeremi Karnell

Co-Founder, CEO and Board Member

1 past transactions

Gladstone Analytics

Acquisition in 2016
Gladstone Analytics helps you perfect the art of practice management. Their suite of eValuation Index™ models were developed by the industry’s most prominent thought leaders in response to the significant challenges facing practitioners who are trying to accurately measure their success, plan for succession, and improve the bottom line. We start with comprehensive, technology-driven valuation metrics that go well beyond outdated valuation rules of thumb to measure value where it is truly created: at the client relationship.
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