Trulytics Financial

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

5885 Ridgeway Center Pkwy Ste 216, Memph...

Phone Number

(901) 680-0099

Revenue

<$5 Million

Industry

Finance Software Securities Trading Financial Software
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Trulytics Financial

Trulytics Financial Corp specializes in developing custom equity portfolios for business owners, banks, credit unions, and families. Their mission is to help clients achieve their financial goals through a transparent and trust-based advisory atmosphere. The company offers a range of services including portfolio management, retirement planning, and financial calculators, all designed to provide clients with a comprehensive view of their financial situation. Clients benefit from the ability to generate reports and communicate effectively with their advisors and family members.Explore more
Trulytics Financial's Social MediaPopular SearchesTrulytics Financial CorpTrulytics FinancialTrulyticsTN Bobby Peters, CIMA®, CRPS®SIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Trulytics Financial

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
CL
Caitie LeibmanLeibman Financial Services CEO & President
<$5M
1-10
Private
-
2009
KA
Kathleen AdkinsOffice Manager
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1998
JS
John StolperChief Investment Officer
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Trulytics Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Trulytics Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Trulytics Financial.

Trulytics Financial Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Trulytics Financial

What is Trulytics Financial's official website?
Trulytics Financial's official website is www.trulytics.com
What is Trulytics Financial's Revenue?
Trulytics Financial's revenue is <$5 Million
What is Trulytics Financial's SIC code?
Trulytics Financial's SIC: 62,628
What is Trulytics Financial's NAICS code?
Trulytics Financial's NAICS: 52,523
How many employees does Trulytics Financial have?
Trulytics Financial has 11-50 employees
What industry does Trulytics Financial belong to?
Trulytics Financial is in the industry of: Finance, Software, Securities Trading
What is Trulytics Financial competition?
Trulytics Financial top competitors include: Evanson Asset Management, Eppolito Financial Strategies, Stolper Asset Management, Karras
What technology does Trulytics Financial use?
Some of the popular technologies that Trulytics Financial uses are: Hosting.com (formerly A2 Hosting), Backbone.js, Google Universal Analytics, Cloudflare CDN
How do I contact Trulytics Financial?
Trulytics Financial contact info: Phone number: (901) 680-0099 Website: www.trulytics.com
What does Trulytics Financial do?

Trulytics Financial Corp specializes in developing custom equity portfolios for business owners, banks, credit unions, and families. Their mission is to help clients achieve their financial goals through a transparent and trust-based advisory atmosphere. The company offers a range of services including portfolio management, retirement planning, and... financial calculators, all designed to provide clients with a comprehensive view of their financial situation. Clients benefit from the ability to generate reports and communicate effectively with their advisors and family members.Read More

What are Trulytics Financial social media links?
Trulytics Financial Linkedin page Trulytics Financial Twitter page Trulytics Financial Facebook page
Is Trulytics Financial a public company?
Trulytics Financial is private company therefore does not currently have an official ticker symbol
See more information about Trulytics Financial

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