Paul T. Lally

Gladstone Technology Partners LLC provides business intelligence platform. The company’s tools combine real industry experience, comprehensive data, and cutting-edge technology that allow financial advisors to measure, monitor, and maximize the value of their business. It serves the advisory firms, independent broker-dealers, money managers, and family offices. The company was founded by Daniel A. Kreuter and Paul T. Lally III in 2009 and is headquartered in Conshohoken, PA.

Gladstone Associates LLC provides business and transaction advisory services. Its services include strategic business planning, succession planning, buy-side and sell-side advisory, mergers and valuation services. The firm’s clients include wealth managers, asset managers, broker-dealers, and banks and trust companies. The company was founded by Daniel A. Kreuter and Paul T. Lally in 2006 and is headquartered in Plymouth Meeting, PA.

Truelytics, Inc. operates as business intelligence platform for financial advisors. The company was founded by Terrence Mullen and Jeremi Karnell and is headquartered in Wellesley, MA.