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.
Gladstone Analytics
Acquisition in 2016
Gladstone Analytics specializes in providing a software-as-a-service platform focused on valuation and practice management for financial advisers and firms. The company offers a suite of eValuation Index™ models, designed by leading industry experts, to address the challenges practitioners face in measuring their success, planning for succession, and enhancing profitability. By utilizing comprehensive, technology-driven valuation metrics, Gladstone Analytics enables users to move beyond traditional valuation methods, emphasizing the importance of client relationships in determining value. This approach helps financial professionals gain critical insights, benchmark performance, and make informed management decisions to optimize their practices and maximize revenue.
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