Series A Funding Approval

Jayven Rappa's picture

Trutelic, Inc.

30 Newbury Street

Boston, MA 02116

(844) 603-1166

[email protected] |


For Immediate Release

Date:  April 23, 2018

Trutelic, Inc. Announcing Approval of $2.5 Million Series-A Funding Program

Effective Immediately, Trutelic, Inc. board has approved a $2.5 million-dollar Series-A funding program to continue driving growth within the key attorney and advisory client segments.  

The funding program will be driven by Fintech investor groups along with strategic partners who have been associated to the seed investment rounds.

The funding round will be used to help support marketing and sales growth along with key system enhancements focused on UX, mobile, machine learning, and artificial intelligence capabilities.  

This series-A round represents a key strategic step in the growth of the organization that has gained traction in the marketplace as the premier operating platform for small-medium sized businesses in the Legal and Financial Services Industry segments. 

The funding will be used as a strategic step as the firm expands its reach outside the northeast corridor where it has focused its early growth in marketing and sales.  For the existing clients, the enhancements will bring more improvements to user experiences and functional workflows that will help them gain more value.  

Lastly, the marketing and sales expansion into more areas of the united states will empower the firm to grow nationally and internationally as the thought leadership as Lean Digital Business continues to gain traction within the professional service segments that the company has built its reputation.  With over 50 clients served and the creation of over $200 million in revenues in its history the organization and it's innovative, tailored technologies will continue to disrupt the small-medium business space.   

For Organizations, the Trutelic Platform offers:

  • A comprehensive and real-time practice management interface
  • Connect Marketing, Sales, Service and Supervisory actions and be significantly more productive and structured as you deal with constant marketplace and business challenges.
  • Leverage best practices and integrate key systems to scale and drive operational goals

For the End users we offer:

  • A branded product to operationalize their ability to support practice management initiatives
  • Optimize support, marketing, and compliance workflows to control costs and drive productivity
  • Provide best practices and coaching resources for advisors to drive client-centric growth

To learn more about the product see details on the Trutelic, Inc. website ( and see the practice area demos.

The name Trutelic, Inc.™ represents our vision, which is driving value through focused and purposeful actions.  Our best in class productivity management system offers daily priority recommendations driven by the key focus, deadlines, and objectives of your team.  It’s made more powerful by the integrated suite of functions that tie with and expand the capabilities of your existing systems and resources.  It’s a best-in-class platform due to the intelligent continuous improvement and process modeling capabilities that allow it to work over the long term to drive value in the constant face of market and regulatory change


For more information connect with us at [email protected]