Truelytics, Inc.
Other Technology · Wellesley, Massachusetts
Truelytics, Inc. is a other technology company based in Wellesley, Massachusetts, incorporated in 2016. It has reported $3.1 million raised across 4 Form D filings with the SEC, most recently in 2019.
Truelytics by Envestnet delivers a comprehensive, data-driven platform designed for wealth management professionals. This solution helps streamlines every stage of advisor transitions, enabling firms to efficiently attract new clients, nurture existing relationships, and drive sustainable growth. By leveraging actionable insights and automated workflows, Truelytics helps financial advisors minimiz
| Date | Round | Amount | Raised to date | Lead investor | Source |
|---|---|---|---|---|---|
| 2019-07-11 | — | $40K | $3.1M | SEC Form D | |
| 2017-08-03 | —+1 amd | $3.0M | $3.1M | SEC Form D | |
| 2016-09-20 | — | $100K | $100K | SEC Form D |
SEC rows are Form D filings, where the amount is what was actually sold and amendments update a round rather than adding one. Press rows are split between company-issued releases or wires and editorial or third-party coverage. The total is therefore a floor: a round nobody reported is a round we cannot see. A buyout or control change appears in the timeline but is never added to the total: that money goes to shareholders, not into the company.
Form D is the notice a company files with the SEC when it sells securities without registering them. It reports the amount sold, not a valuation. Figures here are what the filing says. Where a filing is silent, the field is left blank rather than estimated. “Total raised” adds press-reported rounds that never appear in a filing, so it is a floor rather than an audited sum: press amounts are the figures the company announced, and a round nobody reported is a round we cannot see.