Press Releases

Tier1 Names Metacube a Certified Development Partner

TORONTO and NEW YORK, September 5, 2019 – Tier1 Financial Solutions (“Tier1”), a leading global relationship management technology provider for financial services, has named Metacube as a certified development partner, as well as a sponsor of Tier1’s Capital Markets Lounge at Dreamforce 2019, an exclusive hub for markets and banking professionals. As Tier1’s de facto… Read more

Tier1CRM Rebrands to Tier1 Financial Solutions

New branding reflects the Company’s focus on premium banking & capital markets solutions

TORONTO and NEW YORK, May 29, 2019 – Tier1CRM (“Tier1”), a leader in global relationship management software for financial markets, has rebranded to Tier1 Financial Solutions. The change reflects the Company’s continued growth over a decade, expanding its capabilities and broadening its service scope across capital markets, corporate and investment banking, and investment management. The… Read more

Tier1CRM Appoints First Chief Product Officer

Company adds to executive team after experiencing a year of record-growth

TORONTO and NEW YORK (February 12, 2019) — Tier1CRM (“Tier1”), the leading provider of client relationship management tools for financial services, has named Manish Patel as Chief Product Officer. He comes to Tier1 after leading numerous multi-million dollar product development and software projects, scaling product and engineering organizations, and implementing industry best practices and processes…. Read more

Tier1CRM Adds Tech Veteran to Board of Directors After Record Year

Coming off its most successful year in the company’s history

TORONTO and NEW YORK, January 25, 2019; Tier1CRM (“Tier1”), the leading provider of client relationship management software for capital markets, has added entrepreneur and tech veteran Neil Ferris to its Board of Directors. The appointment follows a year of rapid expansion for Tier1 that saw revenues and headcount reach record levels. Ferris has over 35… Read more

Tier1CRM Ranked as Fastest Growing Tech Company by Deloitte

Firm builds on momentum by opening offices in NYC and Canada

TORONTO and NEW YORK, Nov. 28, 2018 — Tier1CRM, the leading provider of client relationship management tools, is one of the 500 fastest growing technology, media, telecommunications, life sciences, and energy tech companies in North America, according to a ranking by Deloitte. Tier1CRM ranked 393rd in Deloitte’s Technology Fast 500™, with a three-year growth rate of… Read more

Tier1CRM Wins Best CRM Platform at Buy-Side Technology Awards

Awards recognize top fintech vendors across banking and capital markets

November 6, 2018, Toronto and New York; Tier1CRM, the leading provider of cloud-based relationship management solutions for capital markets participants, was named Best Buy-Side CRM (Customer Relationship Management) Platform winner at the 2018 Buy-Side Technology Awards, which took place at the May Fair Hotel in London on Friday. The 12th annual Buy-Side Technology Awards were… Read more

Tier1CRM to Optimize its Offering Built on the Salesforce Financial Services Cloud

New features will help extend power of the universal bank

TORONTO and NEW YORK, Sept. 24, 2018 /PRNewswire/ — Tier1CRM, a leading provider of cloud-based relationship management solutions for capital markets participants, plans to extend its offering by building on the Salesforce Financial Services Cloud platform later this year. A ‘sneak peek’ of the new module, which will combine elements of Salesforce Financial Services Cloud… Read more

Tier1CRM Hires New Chief Marketing Officer

Theresa Elamparo to lead Global Brand and Marketing Strategy

TORONTO and NEW YORK, July 9, 2018 – Tier1CRM (“Tier1”), a leading provider of cloud-based customer relationship management (“CRM”) solutions for the capital markets industry, announced today the hiring of Theresa Elamparo as its first Chief Marketing Officer. Elamparo will lead all marketing efforts supporting the expansion of Tier1’s unique brand and market position and… Read more

Tier1CRM Welcomes Doug Christensen as its First Vice President of Strategy

Capital markets industry veteran to strengthen and expand management team

TORONTO, ON and NEW YORK, NY (April 10, 2018) — Tier1CRM (“Tier1”), a leading provider of cloud-based customer relationship management (“CRM”) solutions for the capital markets industry, announced today the addition of Doug Christensen as the Company’s first Vice President of Strategy. Doug brings more than 20 years of global capital markets experience to Tier1,… Read more

Tier1CRM receives significant equity capital to accelerate growth

Raises $34 Million (USD) from Leading Financial and Strategic Investors to Continue Building on Recent Successes

TORONTO, CAN and NEW YORK, NY (December 11, 2017) — Tier1CRM (Tier1), a provider of cloud-based customer relationship management (CRM) solutions for the capital markets industry, announced today that it raised $34 million (USD) in growth equity financing from a group of investors led by Wavecrest Growth Partners, with participation from MassMutual Ventures and Salesforce… Read more