Deal, relationship and distribution CRM for private capital firms and family offices
- Built for
- Family offices, Asset managers
- Pricing · Region
- Custom quote · US
- Works with
- Microsoft 365, Microsoft Azure
Enterprise and Salesforce-based CRM
Client relationship management systems built for advisors and wealth firms.
- 6 vendors
- Updated October 27, 2026
- Free, editorial
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6 Enterprise and Salesforce-based CRM vendors
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Affinity
CRM
Relationship-intelligence CRM for private capital firms, including family offices making direct investments
- Built for
- Family offices, Asset managers
- Pricing · Region
- Per seat
- Works with
- Salesforce, Microsoft Teams, Zoom, Box +6 more
Backbase
Client experience
Digital banking and advisor workspace platform for banks and wealth managers
- Built for
- Banks and trust companies
- Pricing · Region
- Custom quote · Europe
- Works with
- None listed yet
InvestorFlow
CRM
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Built for
- Asset managers
- Pricing · Region
- US
- Works with
- Salesforce, Dakota, Discovery Data, Preqin +2 more
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Quivr
CRM
Salesforce-based CRM and workflow engine built for RIA advisors and operations teams
- Built for
- RIAs
- Pricing · Region
- Subscription · US
- Works with
- Schwab, Orion, Salesforce, Holistiplan +16 more
Enterprise CRM and AI agents for wealth management firms
- Built for
- RIAs, Broker-dealers, Asset managers
- Pricing · Region
- US
- Works with
- AgentExchange, MuleSoft, Tableau