Recent Acquisition Opportunity Since Truelytics was acquired by Envestnet, there may be opportunities to provide complementary software solutions or integration services that enhance their portfolio in wealth management analytics and practice benchmarking.

Market Expansion Potential With Truelytics’ headquarters now located in Austin, Texas, there is potential to engage local or regional financial service firms and consulting agencies looking for advanced advisor performance tools.

Growth in Financial Advisory Tech Truelytics’ focus on KPIs, benchmarking, and practice management presents opportunities to upsell or cross-sell advanced analytics, data visualization, or CRM integrations to their existing client base.

Partnership Development The launch of the Solutions Partner Program indicates openness to forming alliances with consultants, CPAs, and M&A professionals, offering a pathway to expand reseller or integration partnerships.

Targeting SMB Financial Firms Truelytics’ relatively small revenue and employee size suggest a focus on small to mid-sized financial advisory firms, creating opportunities for tailored SaaS solutions aimed at scaling their operations and improving advisor performance analytics.