Transforming the way the wealth management industry discovers opportunity.
Austin, United States
2-10 employees
Non Equity Assistance
Total: $4.00M
Finance, SaaS +1
Austin, United States
BounceWatch is an independent company data service, not affiliated with Truelytics (Acquired by Envestnet). To contact Truelytics (Acquired by Envestnet), visit truelytics.com.
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The platform's primary focus is on key areas of the advisor’s business that require support, while simultaneously offering wealth management executives the ability to stack rank and benchmark how current and prospective advisors perform across 50 critical KPI, both internally and against the marketplace.
Truelytics recently received a Non Equity Assistance investment on 14 January 2022, with MassChallenge as the investor, marking another significant milestone for this innovative startup.
Business keywords: Wealth management, Business intelligence, Financial advisory, Practice management, Advisor performance, KPIs, SAAS, Enterprise software, Data-driven platform, Recruitment, Transition management, Boston, Benchmarking, Buy side insights, Sell side optimization
| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Non Equity Assistance | Undisclosed | 1 |
|
14 Jan 2022 |
| Seed Round | Undisclosed | 1 |
Althea Ventures
|
17 May 2018 |
| Seed Round | $2.50M | - |
|
01 Jan 2018 |
| Pre Seed Round | $1.50M | 2 |
|
01 Jun 2016 |
The client always comes first.
Budgeting, Forecasting & Analytics Software for SMBs & Nonprofits
Institutional decision infrastructure for asset manager selection.
Source: BounceWatch company record for Truelytics (Acquired by Envestnet), https://www.bouncewatch.com/company/truelytics, updated 27 October 2024. When citing, please name BounceWatch and link this page.
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