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.
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Gladstone Analytics
Acquisition in 2016
Gladstone Analytics specializes in practice management through its innovative SaaS-based valuation and practice management software platform. The company offers a suite of eValuation Index models designed to assist financial advisers and firms in accurately measuring their value and performance. Developed by leading industry experts, these models address the challenges practitioners face in assessing their success and planning for succession. By providing comprehensive, technology-driven valuation metrics that extend beyond traditional valuation rules, Gladstone Analytics enables firms to uncover key insights, benchmark their practices, and optimize operations. This approach allows clients to enhance their decision-making processes and ultimately maximize revenue.
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