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Truelytics, Inc.
company
About
Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform.
- Austin,Texas,United States
- 1 - 10
Details
- Last Funding Type
- Pre-seed
- Last Funding Money Raised
- $1.50M
- Industries
- Business Intelligence,Finance,SaaS
- Founded date
- Jan 1, 2016
- Number Of Employee
- 1 - 10
- Operating Status
- Active
- Also Known As
- Truelytics1
Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform. We are the first end-to-end data-driven platform to help wealth management enterprises recruit, grow, and retain businesses while reducing time and costs related to transitions.
Funding Rounds
Number of Funding Rounds
Total Funding Amount
4
$4M
Truelytics, Inc. has raised a total of
$4M
in funding over 2 rounds. Their latest funding was raised on
Jan 14, 2022 from a Non-Equity Assistant round.
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Jan 14, 2022 | Non-Equity Assistant | — | 1 |
MassChallenge
|
— | Detail |
| May 17, 2018 | Seed | — | 1 | — | — | Detail |
| Jan 1, 2018 | Seed | $2.50M | — | — | — | Detail |
| Jun 1, 2016 | Pre-seed | $1.50M | 2 |
gener8tor
|
— | Detail |
Investors
Number of Lead Investors
Number of Investors
2
4
Truelytics, Inc. is funded by 4 investors.
MassChallenge
and gener8tor
are the most recent investors.
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
MassChallenge
|
Yes | Non-Equity Assistant |
|
gener8tor
|
Yes | Pre-seed |
Althea Ventures
|
— | Seed |
Right Side Capital Management
|
— | Pre-seed |
Employee Profiles
Number of Employee Profiles
3
Truelytics, Inc. has 3 current employee profiles, including
Executive Terry Mullen
Acquisition
Truelytics, Inc. has acquired 1 organizations. Their most recent acquisition was Gladstone Analytics on Nov 1, 2016. They acquired Gladstone Analytics for 0.
|
Date
Company Name
|
Industry | Acquisition Type | Price | |
|---|---|---|---|---|
|
Nov 1, 2016
Gladstone Analytics
|
Analytics | acquisition | — | Detail |
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