True Potential

True Potential Overview

Founded 2007
Founded
Status Acquired/​Merged
Employees 282
Employees
Latest Deal Type Buyout/​LBO (Upcoming)
Financing Rounds 3

True Potential General Information

Description

Operator of an integrated investment and wealth management technology platform. The company offers wealth management, administration, compliance and advisory services in the United Kingdom by using technology to deliver financial services, it empowers financial advisers and their clients to take control of their futures.

Contact Information

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Specialized Finance
Other Industries
Asset Management
Other Financial Services
Parent Company
Primary Office
  • Gateway West, Newburn Riverside
  • Newcastle upon Tyne NE15 8NX
  • England, United Kingdom
+44 0871 000 0000
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True Potential Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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True Potential Competitors (16)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
Amount
Ludlow Wealth Management Group Private Equity-Backed Southport, United Kingdom 00 000000000000
000000 00000 Private Equity-Backed London, United Kingdom 0000 000000000 00
00000 Corporate Backed or Acquired Leeds, United Kingdom 000 000.00 000000&0
0000 00000 Private Equity-Backed Hamilton, Bermuda 0000 000.00 000000000 000.00
000000000 00000000 Corporate Backed or Acquired Swindon, United Kingdom 000 000000&0

True Potential Executive Team (5)

Name Title Board Seat Contact Info
David Harrison Co-Founder, Board Member and Managing Partner
Daniel Harrison Board Member and Senior Partner
Neil Johnson Board Member and Senior Partner
Earl Glasgow Board Member & Senior Partner
Colin Beveridge Chief Investment Officer

True Potential Board Members (11)

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Name Representing Role Since
00000000 000000000 FTV Capital Board Member 000 0000
000000 00000000 True Potential Board Member and Senior Partner 000 0000
00000 00000000 True Potential Co-Founder, Board Member and Managing Partner 000 0000
0000 0000000 True Potential Board Member & Senior Partner 000 0000
000000 0000000 True Potential Non-Executive Partner 000 0000

3 Former Board Members