True Potential Overview
Founded
2007
Status
Acquired/Merged
Employees
282
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)
(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
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)
True Potential Board Members (11)
| 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