True Potential
London · Founded 2007
About True Potential
True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: – Goal-based technology enabling custom investment plan creation; – front to back end capabilities (including client onboarding, fee and commission reconciliation, client servicing support and a client portal)
Company Facts
- Founded: 2007
- Legal name: True Potential LLP
- Operating status: Acquired
- Company type: For Profit
- IPO status: Private
- Employees: 51 – 100
- Estimated revenue: $100K – $500K
- Funding stage: M&A
- Last round: Private Equity (Feb 2016)
- Website: tpllp.com
- Phone: 44 8717 000 007
Social Profiles
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