Berkery Noyes has represented True Potential, an integrated investor and wealth management technology platform serving advisers and retail clients, in its growth equity investment from FTV Capital.
Founded in 2007 and headquartered in Newcastle-upon-Tyne, True Potential is one of the fastest growing and most innovative financial services groups in the UK.
For financial advisers, True Potential’s integrated MinorityShareTo technology platform delivers a full wealth management solution designed to streamline the entire investment process, featuring front to back end capabilities such as client on boarding, fee and commission reconciliation, client servicing support and a state-of-the-art client portal.
True Potential selected FTV Capital, a New York and San Francisco-based growth equity investment firm, as its first institutional investor. The transaction values True Potential in excess of GBP150 million. 

True Potential, in partnering with FTV Capital, is tapping into FTV Capital’s expertise and success growing wealth and asset management businesses as True Potential seeks to continue to leverage technology to enhance its platform and services. 

FTV Capital has raised over USD1.8 billion since inception to invest in high-growth companies offering a range of innovative solutions in three sectors: enterprise solutions, financial services, and payments/transaction processing. 

