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Press Coverage

Envestnet Advisor Summit Highlights “The Intelligent Financial Life”

Forbes
May 24, 2022
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Envestnet buys Austin startup, Truelytics

Austin Business Journal
May 20, 2022
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Connecting the Dots by Acquiring the Right Data with Bill Crager

WealthTech Today
May 13, 2022
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Envestnet Wraps Advisor Summit, Announces Truelytics Deal

WealthManagement.com
May 13, 2022
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The Intelligent Financial Life™ Takes Center Stage at 2022 Envestnet Advisor Summit

Wall Street Journal
May 11, 2022
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Transactions: Envestnet acquires business intelligence firm Truelytics

Bank Automation News
May 11, 2022
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Envestnet CEO Opens Summit With New Cloud Tech, Upbeat Vibes

ThinkAdvisor.com
May 11, 2022
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Truelytics Announced as Finalist for MassChallenge 2022 FinTech Cohort

MassChallenge
December 20, 2021
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Truelytics Selected to RevTech Lab's National Fintech, Insurtech Accelerator

RevTech Labs
September 13, 2021
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Truelytics Selected as a Featured Company for the Global Insurance Accelerator 2021 InsurTech Days

Global Insurance Accelerator
July 28, 2021
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Nassau Financial Group Identifies Truelytics as one of the Top 100 Retiretech Companies

Nassau Re/Imagine
July 26, 2021
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Investopedia Rates Truelytics as the Best Practice Management Software in 2021 for Analytics

Investopedia
May 21, 2021
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OnRamp Announces 2021 Insurtech Accelerator

Digital Insurance
May 5, 2021
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OnRamp Insurance Accelerator Announces 2021 Cohort

tech.mn
May 4, 2021
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Succession Planning Goes In-House

WealthManagement.com
April 29, 2021
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COVID-19 throws a curveball at RIA M&A market, gut-punching valuations and causing fence-sitters to resolve to get the hell out, but Q1 prices hold their own

RIABiz
April 9, 2020
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Charity, free advisor services and more: How the industry is stepping up in the coronavirus outbreak

Financial-Planning.com
April 7, 2020
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M&A Loan Requests Spike

WealthManagement.com
April 6, 2020
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INC Advisors offers Real-Time Succession - Valuation Platform

iGlobal Update
March 20, 2020
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Truelytics Launches Emergency Continuity Solution Free Of Charge To Clients

FA Magazine
March 19, 2020
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Truelytics Offers Up Its New Emergency Continuity Solution (TrueContinuity) Free of Charge to Current Customers to Help Alleviate Client Anxiety Due to the COVID-19 Outbreak

PR Newswire
March 19, 2020
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Truelytics Taps SkyView As Exclusive Lending Partner

FA Magazine
January 14, 2020
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Truelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors

PR Newswire
January 14, 2020
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Independent Advisor Alliance Announces Partnership with Truelytics

Press Release
October 10, 2019
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How Cetera is preparing for downturn ‘disruption’

Financial Planning
May 14, 2019
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Cetera Launches Rescue Plan for Exiting Advisors

ThinkAdvisor
May 9, 2019
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Why Cetera is Pledging to Buy Out Exiting Advisors

Financial Advisor IQ
May 8, 2019
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‘There’s a big, big problem’: Unrealistic valuations stifling RIAs' succession plans

Citywire RIA
May 7, 2019
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Cetera Enhances Continuity Planning for Advisors by Assuring Purchase of Practice

PR NewsWire
May 7, 2019
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These 23 Boston Startups Raised More Than $451M in March

BostInno
April 2, 2018
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Truelytics: Empowering Wealth Management through Business Intelligence

CIO Review
February 16, 2018
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Marty Bicknell: An RIA Shark Tank

WealthManagement.com
February 5, 2018
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The Latest In Financial Advisor #FinTech

Kitces.com
January 1, 2018
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RIA Sellers Need Their Own Zillow

Kitces.com
December 23, 2017
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Advisor Group launches matchmaking service for succession planning

Financial Planning
October 27, 2017
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Advisor Group Launches Succession Plan Platform

PlanAdviser
October 23, 2017
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Advisor Group Launches My Succession Plan - A Comprehensive Succession Planning Platform

PR Newswire
October 20, 2017
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FSI partners with Truelytics

WealthAdviser
September 21, 2017
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FSI Delivers New Truelytics Business Intel Platform So Members Can Accurately Valuate And Grow Practices

Financial Services Institute
September 20, 2017
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Quick Takes: Truelytics, A Business Intelligence Application for RIAs

T3 Technology Hub
May 3, 2017
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Over 200 Fintech Startup Finalists To Celebrate Worldwide Fintech Innovation At The Benzinga Global Fintech Awards

Benzinga
April 17, 2017
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Truelytics Launches Industry’s First Free Comprehensive Advisory Firm Valuation Tool

BusinessWire
April 17, 2017
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Advisors Could Be Making Up To 20% More Money, And Truelytics Fintech Wants To Help

WealthAdvisor
March 31, 2017
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Truelytics Launches First Subscription Service to Benchmark and Improve Advisory Firms

BusinessWire
January 24, 2017
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Fintechs producing cheaper, automated firm valuations for advisers

InvestmentNews
January 24, 2017
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Media Kit

Please get in touch with our PR Team for any press or PR related enquiries. Email: press@truelytics.com

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