Truelytics
Austin
About Truelytics
Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform. We are the first end-to-end data-driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Estimated revenue: $1K – $10K
- Total funding: $4.1M
- Funding stage: M&A
- Last round: Non-Equity Assistance (Jan 2022)
- Website: truelytics.com=
- Phone: +1 833 312 1777
Industries & Categories
Business Intelligence, Finance, SaaS, Wealth Management
Social Profiles
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