Tier1 Financial Solutions

Tier1 Financial Solutions, founded in 2008 in Toronto, Canada, provides a range of CRM solutions tailored for capital markets, investment banking, and investment management. The company offers a secure, modular, and flexible sell-side platform designed for equity research, sales, and trading professionals. Tier1 Financial Solutions employs a robust security system that allows for the sharing or restricting of sensitive information across various lines of business. Their services include mobile access for conducting business on-the-go, data and analytics that deliver actionable insights to increase ROI, and event management capabilities for both virtual and physical events. In 2017, the company received significant equity capital from Wavecrest Growth Partners, MassMutual Ventures, and Salesforce Ventures to accelerate its growth. Recognized as a leading CRM solution provider, Tier1 Financial Solutions serves nearly 20,000 users worldwide and has offices in Toronto, Canada, and New York, USA.