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Private Wealth Daily

Alternatives to Intapp DealCloud

Intapp DealCloud is deal and relationship management software for private capital firms, including private equity, private credit, hedge funds, funds of funds, limited partners and single- and multi-family offices. Intapp, a publicly traded maker of software for professional services and financial firms, acquired DealCloud in 2018. Read the Intapp DealCloud profile.

10 vendors in the same categories, closest match first.

InvestorFlow

Salesforce-based CRM for private markets fundraising and advisor-channel distribution

  • Asset managers

CRM

WealthboxIn the news

CRM for financial advisors, RIAs and broker-dealers

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

CRMPer seat

Maximizer

CRM with a financial services edition for advisors and dealers

  • RIAs
  • Broker-dealers

CRMPer seat

intelliflo

Practice management and advice software for UK and Australian financial advisers

  • RIAs

CRMCustom quote

Satuit Technologies

CRM and investor portal for asset managers and wealth firms

  • Asset managers
  • Family offices
  • RIAs

CRMPer seat

Mili

AI meeting notes and task agents for wealth advisory firms

  • RIAs
  • Broker-dealers

AI toolsFree tier, paid plans

Allocate

Private markets fund, SPV and portfolio platform for wealth advisors

  • RIAs
  • Asset managers

Alternatives platformsCustom quote

Tick up to three vendors to compare with Intapp DealCloud.
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