WEBSITE

tpllp.com
SECTOR

Financial Technology and 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

September 8, 2021

True Potential profits up 59% at record high

March 18, 2021

True Potential in hiring spree as 58 join since lockdown

October 9, 2020

True Potential Platform tops £10 billion

November 14, 2019

True Potential platform adds £1.6bn

April 11, 2019

True Potential Portfolios power through the £6 billion barrier

April 9, 2019

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

June 22, 2018

Ex-UBS wholesale chief Hutton joins True Potential

June 11, 2018

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

April 22, 2018

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

March 26, 2018

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

January 3, 2018

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

December 21, 2017

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

December 14, 2017

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

November 10, 2017

True Potential: Double Award Winners at MoneyAge Awards 2017

October 17, 2017

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

October 2, 2017

True Potential Portfolios Soar Through The £3 Billion Barrier

August 17, 2017

True Potential Platform Exceeds £6 Billion

August 10, 2017

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

July 17, 2017

True Potential Finalist for 7 Awards at 2017 WSB Awards

June 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

June 1, 2017

True Potential profits up during 2016

May 15, 2017

Newcastle company True Potential wins European Business Award

May 5, 2017

True Potential Wins The Guardian’s Business Partnership Award

March 31, 2017

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

March 23, 2017

Three Billion Pounds Invested in True Potential Funds

March 20, 2017

True Potential Portfolios Exceed £2 Billion

March 2, 2017

True Potential eyes wider advice market with tech offering

March 1, 2017

True Potential Inflows Top £1 billion

February 22, 2017

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

February 7, 2017

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

November 18, 2016

In the Spotlight with Daniel Harrison, True Potential LLP

October 14, 2016

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

September 19, 2016

True Potential to launch passive funds

May 16, 2016

FTV Capital Leads Investment in True Potential

January 28, 2016

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True Potential

Investment Theme

Recent News and Insights

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