True Potential Overview
- Founded
-
2007

- Status
-
Private
- Employees
-
350

- 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
True Potential Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
True Potential Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
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
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 |
True Potential Executive Team (7)
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 |
True Potential Signals
True Potential Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|