Tier1 Financial Solutions

Add To Watchlist
General Information
Company Name
Tier1 Financial Solutions
Founded Year
2008
Location (Offices)
Toronto, Canada +3
Founders / Decision Makers
David Cotten - Chief Customer Officer Mark Millar CPA, C.A. Millar - Chief Financial Officer Neil Ferris - Chairman Of The Board Jeff Heisz - Chief Technology Officer Staci Firios - Chief Marketing Officer Andrew Simpson - Chief Operating Officer, Alessa
Number of Employees
18
Industries
Finance, Financial Services, Fintech +2
Funding Stage
Series Unknown
Social Media

Tier1 Financial Solutions - Company Profile

Tier1 Financial Solutions is a global leader in CRM software for capital markets and investment banking. Founded in 2008 and headquartered in Canada, Tier1 aims to empower its clients by enabling them to create sales opportunities and maximize interactions, all while increasing productivity and reducing relationship risk. With a client base of over 20,000 CRM users worldwide, Tier1 delivers workflow-optimized experiences, prompted insights, and a centralized view of client interactions that drive revenue-generating engagements. In January 2022, Tier1 Financial Solutions secured a Venture Round investment from MassMutual Ventures and Wavecrest Growth Partners. This investment reflects the confidence that these reputable investors have in Tier1's potential to continue leading the way in the financial services, fintech, and banking industries. With a focus on providing capital markets-grade security and tailored solutions for both large enterprises and specialist firms, Tier1 is well-positioned for further growth and success.

Taxonomy: CRM software, capital markets, investment banking, sales opportunities, productivity tools, relationship risk management, workflow optimization, client interactions, revenue generation, enterprise security, specialist firms, sales enablement, financial services technology, customer relationship management

Funding Rounds & Investors of Tier1 Financial Solutions (3)

View All
Funding Stage Amount No. Investors Investors Date
Venture Round Unknown 2
MassMutual Ventures, investor in Tier1 Financial Solutions's Venture Round round Wavecrest Growth Partners, investor in Tier1 Financial Solutions's Venture Round round
04 Jan 2022
Venture Round Unknown 1
Salesforce Ventures, investor in Tier1 Financial Solutions's Venture Round round
03 May 2018
Venture Round $34.00M 3
MassMutual Ventures, investor in Tier1 Financial Solutions's Venture Round round Salesforce Ventures, investor in Tier1 Financial Solutions's Venture Round round Wavecrest Growth Partners, investor in Tier1 Financial Solutions's Venture Round round
11 Dec 2017

Latest News of Tier1 Financial Solutions

View All

No recent news or press coverage available for Tier1 Financial Solutions.

Similar Companies to Tier1 Financial Solutions

View All
aNinja - Similar company to Tier1 Financial Solutions
aNinja An all-in-one sales CRM that does the work for you, so you can focus on high-quality, productive interactions
Bevootech - Similar company to Tier1 Financial Solutions
Bevootech
Big Sister AI - Similar company to Tier1 Financial Solutions
Big Sister AI First Skill Score Tracker for salespeople.
TopLine Results Corporation - Similar company to Tier1 Financial Solutions
TopLine Results Corporation Relationship-Driven Technology
SableCRM - Similar company to Tier1 Financial Solutions
SableCRM Grow Your Business Not Your Back Office
Circle Decoration Circle Decoration

Want to dive deeper into Tier1 Financial Solutions? Join now to access exclusive insights and find similar companies like this — powered by AI analytics.

Register Now