Truelytics (Acquired by Envestnet)
www.truelytics.comTruelytics 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.
Read moreTruelytics 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.
Read moreCountry
State
Texas
City (Headquarters)
Austin
Industry
Employees
1-10
Founded
2016
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Board Member
Email ****** @****.comPhone (***) ****-****Director of Truelytics Customer Success
Email ****** @****.comPhone (***) ****-****