Truelytics (Acquired by Envestnet)

www.truelytics.com

Truelytics is the leading business intelligence platform to measure advisor performance, empower practice management, and benchmark success. Our software focuses financial advisors and practice managers on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI both internally as well as against the marketplace.

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Truelytics is the leading business intelligence platform to measure advisor performance, empower practice management, and benchmark success. Our software focuses financial advisors and practice managers on key areas of the advisor’s business that require support while offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI both internally as well as against the marketplace.

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Country

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State

Texas

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City (Headquarters)

Austin

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Employees

1-10

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Founded

2016

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Board Member

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Truelytics Customer Success

    Email ****** @****.com
    Phone (***) ****-****

Reach decision makers at Truelytics (Acquired by Envestnet)

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