True Potential Overview

  • Founded
  • 2007

Founded
  • Status
  • Private

  • Employees
  • 350

Employees
  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 6

True Potential General Information

Description

Operator of an integrated investment and wealth management technology platform intended to deliver financial services easily. The company offers wealth management, administration, compliance and advisory services, enabling financial advisers and their clients to take control of their financials and reduce their financial risks.

Contact Information

Website
www.tpllp.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • Gateway West, Newburn Riverside
  • Newcastle upon Tyne NE15 8NX
  • England, United Kingdom
+44 0191 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 Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of an integrated investment and wealth management technology platform intended to deliver financial services ea
Asset Management
Newcastle upon Tyne, United Kingdom
350 As of 2023
000.00
0.00 0000-00-00
000000000000 000.00

0000 0

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00000 0000000000
Richmond, VA
000 As of 0000
000.00
000000000 - 000.00

000000

ua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut a
00000 0000000000
Southport, United Kingdom
00 As of 0000
000 0000-00-00
000000&0
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True Potential Competitors (24)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Cary Street Partners Corporate Backed or Acquired Richmond, VA 000 000.00 000000000 - 000.00
000000 000000 0000 Formerly PE-Backed Southport, United Kingdom 00 000000&0
000000000 00000 Private Equity-Backed Newcastle, United Kingdom 0000 00.000 000000000000
000000 00000000 Formerly PE-Backed London, United Kingdom 0000 00000 0000000 0000 00000
00000 Corporate Backed or Acquired Leeds, United Kingdom 000 000.00 000000&0
You’re viewing 5 of 24 competitors. Get the full list »

True Potential Executive Team (7)

Name Title Board Seat Contact Info
Daniel Harrison Co-Owner, Chief Executive Officer, Board Member & Senior Partner
David Harrison Founder, Co-Owner, Chairman & Managing Partner
Neil Johnson Board Member and Senior Partner
Earl Glasgow Board Member & Senior Partner
Mark Henderson Senior Partner & Board Member
You’re viewing 5 of 7 executive team members. Get the full list »

True Potential Board Members (11)

Name Representing Role Since
00000 000000000 True Potential Chief Investment Officer & Executive Chairman, True Potential Investments Investment Committee 000 0000
000000 00000000 True Potential Co-Owner, Chief Executive Officer, Board Member & Senior Partner 000 0000
00000 00000000 True Potential Founder, Co-Owner, Chairman & Managing Partner 000 0000
0000 0000000 True Potential Board Member & Senior Partner 000 0000
000000 0000000 True Potential Non-Executive Partner 000 0000
You’re viewing 5 of 11 board members. Get the full list »

True Potential Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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True Potential Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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