SatuitCRM

SatuitCRM is a financial customer relationship management software designed for buy-side investment professionals. It enables users to track emails, phone calls, meetings, presentations, and investor reports, streamline account opening and processing, capture and share sales and client data in real-time, manage legal and compliance workflow, handle the compl... show more

COMPANIES WE TRACK USING SatuitCRM
171
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Companies Currently Using SatuitCRM

Download CSV Sample (25 companies)
Company NameWebsiteHQ AddressCityStateZipCountryTop Level IndustrySub Level IndustryEmployeesRevenue (USD)PhoneLast Verified
Western & Southern Life westernsouthern.com 400 Broadway St Cincinnati OH 45202-3312 US Healthcare General Health Insurance & Services From 1,000 to 4,999 Over $1,000,000,000 (800) 243-6631 5 months ago
River Road Asset Management riverroadam.com 462 S 4th St, Ste 2000 Louisville KY 40202-3445 US Business Services Management & Business Consulting From 200 to 499 From $1,000,000 to $9,999,999 (502) 245-0148 5 months ago
Fort Washington Investment Advisors Inc. fortwashington.com 303 Broadway St, Ste 1200 Cincinnati OH 45202-4203 US Finance Brokerage From 500 to 999 From $100,000,000 to $199,999,999 (513) 362-8000 a year ago
GQG Partners gqgpartners.com 450 E Las Olas Blvd, Ste 750 Fort Lauderdale FL 33301-4219 US Finance Brokerage Unknown From $10,000,000 to $49,999,999 (954) 594-8036 a year ago
Beutel Goodman beutelgoodman.com 20 Eglinton Ave West, Ste #2000 Toronto ON M4R 1K8 CA Finance Brokerage From 10 to 49 From $10,000,000 to $49,999,999 (416) 485-1010 7 months ago
New York Life newyorklife.com 51 Madison Ave Bsmt 1b New York NY 10010-1655 US Insurance Insurance Above 10,000 Over $1,000,000,000 (800) 225-5695 a year ago

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