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Private Wealth Daily

Alternatives to InvestorFlow

InvestorFlow makes CRM and AI software for private markets firms, built on Salesforce. Its users are fundraising, deal, investor services and private wealth distribution teams at private equity, private credit, real estate, infrastructure and fund-of-funds managers, along with asset owners. Read the InvestorFlow profile.

10 vendors in the same categories, closest match first.

Intapp DealCloud

Deal, relationship and distribution CRM for private capital firms and family offices

  • Family offices
  • Asset managers

CRMCustom quote

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 InvestorFlow.
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