Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform. We are the first end-to-end data-driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
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 We start with comprehensive, technology-driven valuation metrics that go well beyond outdated valuation rules of thumb to measure value where it is truly created: at the client relationship.
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