Truelytics
Financial Software · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
396 Washington St Pmb 290, Wellesley, Ma...Phone Number
(800) 834-7494Website
www.truelytics.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Truelytics
Truelytics Inc. provides software and services to the wealth management and insurance industries. It offers data and benchmarking, enterprise functionality, security, practice management, succession planning, and M&A valuation. The company was founded in 2016 and is based in Wellesley, Massachusetts.Explore more
Truelytics Org Chart
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Truelytics is experiencing very low activity levels compared to other companies in the Software sector.
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Truelytics Tech Stack
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Truelytics News & Media
Truelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors
Truelytics, a B-to-B Enterprise SaaS company, today announced that it has selected SkyView Partners as its exclusive lending partner. The partnership will benefit financial advisory and wealth management firms on Truelytics' Advisor Transition Management platform, which helps firms improve mission-critical 'transition-driven' business processes like recruitment, practice improvement, business valuation, and succession management. SkyView Partners is a leading correspondent lender exclusively focTruelytics Announce SkyView as Exclusive Lending Solution for Wealth Management Enterprises, RIAs and Independent Financial Advisors
WELLESLEY, Mass., Jan. 14, 2020 /PRNewswire/ -- Truelytics, a B-to-B Enterprise SaaS company, today announced that it has selected SkyView Partners as its exclusive lending partner. The partnership will benefit financial advisory and wealth management firms on Truelytics' Advisor...
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Truelytics Inc. provides software and services to the wealth management and insurance industries. It offers data and benchmarking, enterprise functionality, security, practice management, succession planning, and M&A valuation. The company was founded in 2016 and is based in Wellesley, Massachusetts.... Read More
