Tier1 Financial Solutions is a leader in client relationship management software for capital markets and investment banking. We empower our clients to create sales opportunities and maximize client interactions while increasing productivity and reducing relationship risk. From the fast-paced, complicated capital markets transaction lifecycle to the precise yet comprehensive needs of investment bankers, Tier1 delivers workflow-optimized experiences, prompted insights and a centralized view of client interactions that drive revenue-generating engagements – all on a capital markets grade security engine.
Founded in 2008 in Toronto, Tier1 today is trusted by nearly 20,000 CRM users worldwide, serving the unique needs of Research, Sales & Trading, Corporate & Investment Banking, and Investment Management professionals at the world’s largest financial institutions. We advance client relationships and workflows with data-driven insights across desktop and mobile devices, empowering collaboration, transparency and communication. In 2017, Tier1 received significant equity capital to accelerate growth from a group of investors led by WaveCrest Growth Partners with participation from MassMutual Ventures and Salesforce Ventures.