WEBSITE

tpllp.com
SECTOR

Financial Services
INVESTMENT YEAR

2016
STATUS

Current, recapitalized by Cinven in 2022
LOCATION

Newcastle upon Tyne, UK

FTV TEAM

Brad Bernstein
Managing Partner

Kyle Griswold
Partner

Adam Hallquist
Principal

True Potential

Integrated investor and wealth management technology platform for UK financial advisers and retail clients.

Investment Theme

Leverage technology to streamline the entire wealth management investment process.

Recent News and Insights

True Potential welcomes major investment from Cinven

09.08.2021

True Potential profits up 59% at record high

03.18.2021

True Potential in hiring spree as 58 join since lockdown

10.09.2020

True Potential Platform tops £10 billion

11.14.2019

True Potential platform adds £1.6bn

04.11.2019

True Potential Portfolios power through the £6 billion barrier

04.09.2019

True Potential in ITPro: Newcastle is the fastest growing tech hub outside London

06.22.2018

Ex-UBS wholesale chief Hutton joins True Potential

06.11.2018

Newcastle’s True Potential to bring in Blockchain technology as turnover soars to £99m

04.22.2018

True Potential pips Charles Stanley Direct and Nutmeg for highest customer rating in new Best Buy tables

03.26.2018

True Potential in ChronicleLive: Six North East companies on European ‘Ones to Watch’ list for 2018

01.03.2018

True Potential in What Investment Magazine: Most UK adults don’t understand the term inflation; here’s a guide

12.21.2017

True Potential in ChronicleLive: Treasury minister Liz Truss praises North East’s growing fintech sector

12.14.2017

True Potential’s David Harrison named Tyneside & Northumberland Business Executive of the Year at the North East Business Executive Awards

11.10.2017

True Potential: Double Award Winners at MoneyAge Awards 2017

10.17.2017

True Potential’s David Harrison named Entrepreneur of the Year by the Entrepreneurs’ Forum

10.02.2017

True Potential Portfolios Soar Through The £3 Billion Barrier

08.17.2017

True Potential Platform Exceeds £6 Billion

08.10.2017

True Potential’s David Harrison in BBC: The millionaire boss who admits he had a lot of luck

07.17.2017

True Potential Finalist for 7 Awards at 2017 WSB Awards

06.12.2017

True Potential’s David Harrison in The Telegraph: Let’s create a ‘Global North’ by making the north of England a giant free trade zone

06.01.2017

True Potential profits up during 2016

05.15.2017

Newcastle company True Potential wins European Business Award

05.05.2017

True Potential Wins The Guardian’s Business Partnership Award

03.31.2017

True Potential & InvestCloud honored as Online Technology Provider of the Year in FSTech Awards 2017

03.23.2017

Three Billion Pounds Invested in True Potential Funds

03.20.2017

True Potential Portfolios Exceed £2 Billion

03.02.2017

True Potential eyes wider advice market with tech offering

03.01.2017

True Potential Inflows Top £1 billion

02.22.2017

Newcastle fintech firm True Potential named as finalist at European Business Awards

02.07.2017

Newcastle technology firm True Potential makes UK growth list for three years running

11.18.2016

In the Spotlight with Daniel Harrison, True Potential LLP

10.14.2016

True Potential: Newcastle firm named UK National Champion in The European Business Awards

09.19.2016

True Potential to launch passive funds

05.16.2016

FTV Capital Leads Investment in True Potential

01.28.2016

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Recent News and Insights

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