Altitude CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- RIAs
CRMPer seat
Alternatives to FinTurk
FinTurk is a CRM for registered investment advisers that combines client and household records with portfolio operations normally handled by separate tools. It was founded in 2023 by Mitchell Bratina, CFA, a former RIA advisor, and the company says a Top 100 RIA was among its first users. Read the FinTurk profile.
Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
- RIAs
- Broker-dealers
- Asset managers
WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRMPer seat
Advisors Assistant
Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents
- Broker-dealers
- Insurance
CRMPer seat
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRMCustom quote
Satuit Technologies
CRM and investor portal for asset managers and wealth firms
- Asset managers
- Family offices
- RIAs
CRMPer seat
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers