Truelytics (Acquired by Envestnet) Email Format

Software DevelopmentTexas, United States2-10 Employees

Truelytics provides a business intelligence platform that measures advisor performance, supports practice management, and enables benchmarking of outcomes. The software targets financial advisors and practice managers, focusing attention on critical areas of the business that require support and allowing executives to compare performance across 50 key indicators. It facilitates both internal assessments and comparisons to external benchmarks within the marketplace. The company is based in Austin, Texas, after relocating its headquarters from Boston in 2021 and operates with a small team.

In 2022, Truelytics was acquired by Envestnet, with its capabilities integrated into Envestnet’s broader platform. Its user base comprises financial advisors, practice managers, and wealth management executives who seek to assess performance, manage practices, and benchmark outcomes against internal and marketplace standards.

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