Tier1 Financial Solutions
Tier1 Financial Solutions offers CRM solutions for capital markets, investment banking, and investment management, with a focus on security, flexibility, and mobile access.
Services
Tier1 Financial Solutions offers a comprehensive range of CRM solutions specifically designed for capital markets, investment banking, and investment management sectors. The company provides a secure, modular, and flexible sell-side platform tailored for equity research, sales, and trading professionals. Additionally, Tier1 Financial Solutions delivers mobile access capabilities, enabling business operations on-the-go, including task tracking and call report creation. The company also offers data and analytics services that provide actionable insights to increase return on investment and identify opportunities.
Products
Tier1 Financial Solutions features a robust portfolio of products designed to enhance operational efficiency and facilitate informed decision-making. Key products include a secure sell-side platform for equity research, sales, and trading, as well as event management capabilities that simplify the creation, marketing, and management of both virtual and physical events. Additionally, the company's mobile access solutions empower professionals to conduct business activities remotely, supporting task tracking and call report generation.
Founders
Tier1 Financial Solutions was founded in 2008 in Toronto, Canada. The company has steadily grown since its inception, leveraging its specialized CRM solutions to become a trusted name in the financial services industry. Over time, Tier1 has expanded its reach and capabilities, bolstered by significant equity investments.
History
Tier1 Financial Solutions was established in 2008 in Toronto, Canada. In 2017, the company received a significant capital infusion from Wavecrest Growth Partners, MassMutual Ventures, and Salesforce Ventures, enabling it to accelerate its growth trajectory. Today, Tier1 Financial Solutions is recognized as a leading CRM solution provider with nearly 20,000 users worldwide. The company has also expanded its footprint with offices in both Toronto and New York.
Sector
Tier1 Financial Solutions operates within the financial services sector, focusing on providing CRM solutions for capital markets, investment banking, and investment management. The company's secure and modular platforms cater to the unique needs of equity research, sales, and trading professionals. Tier1's expertise in data and analytics further enhances its service offerings, delivering actionable insights for financial professionals.