Company profile: Salentica
1.1 - Company Overview
Company description
- Provider of integrated CRM solutions for RIAs, family offices, trust companies, advisors and wealth managers on Microsoft Dynamics and Salesforce, delivering software, deployment, training and support. Products include Salentica Engage and Elements, Data Broker for rapid integrations and real-time custodian/financial planning data within those CRMs, and Modestspark, a secure client engagement portal.
Products and services
- Salentica Data Broker: Modular integration component enabling rapid deployment, with real-time access to custodian and financial planning data inside Salesforce and Microsoft Dynamics CRMs
- Salentica Elements: Salesforce-native CRM built on the Lightning Platform, tailored for financial services, delivering industry-specific features and integrations to enhance client relationships and streamline business processes
- Salentica Engage: Enterprise-grade configurable CRM for advisors and wealth managers, with real-time integrations to custodians and portfolio management systems delivering a comprehensive, unified view of client data
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to Salentica
AutoGlass CRM
HQ: United States
Website
- Description: Provider of customer relationship management (CRM) services for auto glass shops and VIN (vehicle identification number) decoders.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full AutoGlass CRM company profile →
Top Producer
HQ: Canada
Website
- Description: Provider of integrated sales, marketing, and lead generation software for real estate professionals, including an MLS-integrated CRM, social media ad campaign management, predictive targeting, automated multi-channel and email marketing, market reports, property tracking, and automated lead response.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Top Producer company profile →
Bolzter
HQ: United States
Website
- Description: Provider of a SaaS multi-tenant social marketing platform that mines social graph data, creating a social graph for each lead by tracking connections. Integrates analytical and optimization tools to empower marketers to generate and manage quality leads at scale, with capabilities including social lead scoring and social lead nurturing.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Bolzter company profile →
Revenue.io
HQ: United States
Website
- Description: Provider of conversation and revenue intelligence software, sales performance analytics, marketing call tracking, and guided selling that deliver real-time guidance by transcribing and analyzing sales and customer interactions, surfacing what works, and prescribing actions to optimize revenue operations and deliver predictable results.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Revenue.io company profile →
WorkRails
HQ: United States
Website
- Description: Provider of a Services CPQ platform that automates the end-to-end professional services sales process, from discovery to approval, standardizing how services are sold for repeatability, scale, and revenue acceleration. Offers CMS for managing service offerings without IT involvement, an eCommerce-style services catalog, decision tree guidance, time & materials and fixed-fee project pricing, and automated quote and SOW document generation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full WorkRails company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for Salentica
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Salentica
2.2 - Growth funds investing in similar companies to Salentica
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for Salentica
4.2 - Public trading comparable groups for Salentica
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →