True Potential

True Potential is revolutionising the way wealth management is provided. It’s a bold, digital-first, client-focused financial services company that’s been operating since 2007 and does business with 20% of the UK’s financial adviser market and over 1.4 million customers. By using technology to deliver financial services, it empowers financial advisers and their clients to achieve their savings and financial goals. The company’s innovative technology platform has not only earned it the trust of advisors and clients alike, it has also won the business a host of industry awards, and developed an assets under management fund in excess of £30 billion.

True Potential excels in developing compelling services and products tailored to financial advisers and their clients, leveraging technology to effectively anticipate and meet evolving customer demands. With the attractive market dynamics in the UK wealth management sector with strong demand for a high quality financial offering, True Potential is in a prime position to achieve its next phase of growth while helping even more clients achieve their savings goals. With our extensive track record in both financial services and TMT, we are collaborating with the company's management team to support the business as it scales and advance the development of True Potential's innovative technology platform.