What Satuit Technologies does

Satuit Technologies is a Braintree, Massachusetts-based software company founded in 1994 that builds CRM and investor portal software purpose-built for buy-side investment professionals. Its platform serves institutional asset managers, private equity firms, hedge funds, family offices, wealth managers, fund distribution teams, and real estate funds, with a stated installed base of over 750 clients across 35+ countries.

The company's product architecture centers on SatuitCRM — a single-tenant CRM with native buy-side workflows for investor pipeline tracking, compliance documentation, deal flow management, and roadshow travel planning — supported by a modular set of add-ons: SatuitSIP (a white-labeled, 24x7 secure investor portal with document delivery and engagement analytics), SatuitCRA (automated client report compilation), Satuit2GO (mobile CRM), and SatuitSDX (secure data exchange/integration platform). Deployment is offered both cloud-based (with GDPR-compliant Canadian data residency) and on-premise, and Satuit ships native integrations with the dominant buy-side portfolio accounting stack (Eagle PACE, Addepar, Advent, Ridgeline, Broadridge, SS&C) plus email (Outlook, Gmail), e-signature (DocuSign), and workflow tools (Zapier, Pipedream).

Commercially, Satuit operates a SaaS subscription model priced per user per month across three tiers — Essentials ($150), Premium ($200), and Enterprise ($300) — with minimum seat requirements of 3 to 5 users and bundled implementation, configuration, and training. The company sells through an enterprise field sales motion complemented by demo-led acquisition, supported by content marketing, webinars, case studies, and analyst-comparison content against Salesforce, HubSpot, and peer buy-side platforms. In 2024, Satuit became a division of Dura Software, a private holdco that acquires and operates hyper-niche software businesses; the company has since accelerated platform releases (v17.5 through v18.2) and introduced AI-assisted capabilities including relationship scoring, automated activity capture, meeting preparation, and portfolio-data summarization.

Name

Satuit Technologies

Legal name

Satuit Technologies

Website

https://satuit.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

11–50 employees

Short description

Satuit Technologies is a Braintree, MA-based software company founded in 1994 that provides cloud and on-premise CRM, investor portal, and client reporting software purpose-built for buy-side investment professionals across institutional asset management, private equity, hedge funds, family offices, and wealth management, serving 750+ clients in 35+ countries.

Ownership category

akta.pro rank

Product category

Asset Management CRM Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Customer Success & Account Management CRM (HDAEAFAD)

akta.pro secondary industries

Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Engagement & Messaging (Email, SMS, Push, In-App) (BPAFAFAI)

Keywords

• Asset management CRM
• Investor portal software
• Buy-side CRM
• Hedge fund CRM
• Private equity CRM

Headquarters

HQ city

Braintree

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Subscription Licensing (SaaS): Per-user monthly subscription model with three tiers: Essentials ($150/user/month), Premium ($200/user/month starting), and Enterprise ($300/user/month starting). Minimum user requirements vary by tier (3 for Essentials, 5 for Premium/Enterprise). Additional document storage available for purchase. Includes software, support, configuration, and training.
2. Implementation and Training Services: Implementation services included with subscription packages, typically completed in less time than competitors. Training and consulting assistance provided post-implementation by dedicated account managers and support staff.
3. Additional Storage and API Transactions: Additional document storage available for purchase beyond tier allocations. API transaction limits apply based on tier (<250,000 for Essentials, <500,000 for Premium). Test site available at $300/month.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels9 records

Core offering

Satuit Technologies develops and sells CRM software and a secure investor portal purpose-built for buy-side investment firms. Its product suite covers investor relationship management, sales pipeline tracking, compliance documentation, automated client reporting, mobile access, and secure document delivery for institutional asset managers, hedge funds, private equity firms, family offices, and wealth managers. The platform is delivered as cloud-hosted or on-premise software on a per-seat subscription basis.

Product overview

Satuit Technologies offers a unified platform-plus-modules architecture for buy-side investment professionals. The core product is SatuitCRM, an industry-leading asset management CRM for institutional asset managers, private equity firms, hedge funds, wealth managers, family offices, and fund distributors. This core platform is supplemented by SatuitSIP (Secure Investor Portal) providing 24x7 investor access to account data and documents, SatuitCRA (Client Report Automation) for streamlining client reporting, and Satuit2GO mobile app for on-the-go relationship management. The Secure Data Exchange Platform (SatuitSDX) extends native integrations. The company was acquired by Dura Software in 2024.

Differentiator

Problem solved

Functional benefit

Brands

• SatuitCRM: Industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, and Hedge Funds.
• SatuitSIP
• SatuitCRA
• Satuit2GO
• SatuitSDX

Products and services

• SatuitCRM Core asset management CRM software for buy-side investment professionals including institutional asset managers, private equity firms, hedge funds, wealth managers, family offices, and fund distributors. Provides investor relationship management, sales pipeline tracking, compliance documentation, business development, and client communication tools.
• SatuitSIP Secure Investor Portal

Quantifiable outcome

• Implementation typically takes significantly less time compared to other vendors, allowing faster time to value.
• +4 more outcomes

Named customers5 records

Segments9 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

AI capability7 records

Feature9 records

Partnerships

23 partnerships are on record, tiered core and secondary.

• Versoft ConsultingcoreImplementation/ SI/ Consulting PartnerVersoft is a consulting business that ensures clients gain total value of their portfolio management and CRM software. Beyond standard installation, Versoft helps Satuit users leverage best practices to update, streamline, and optimize workflows and reporting, providing actionable insights for greater efficiency and higher return on technology investments.
• DakotacoreTechnology or IntegrationDakota offers comprehensive resources for investment industry intelligence. Their services deliver actionable insights and updates tailored for investment professionals, seamlessly integrating with essential sales and investment team tools to help cultivate new relationships and uncover business opportunities.
• ProFundComcoreTechnology or IntegrationProFundCom specializes in digital and email marketing alongside sales intelligence software, helping Satuit users engage prospective investors and raise AUM. Key features include email marketing, marketing automation, sales intelligence, event management, and marketing reporting integrations.
• MD SolutionssecondaryImplementation/ SI/ Consulting PartnerMD Solutions provides growth-enabling services and solutions tailored for wealth management, including outsourcing, middle and back-office operations, cloud hosting, Advent services, custom engineering, consulting, billing, data management, and managed services.
• MiradorsecondaryImplementation/ SI/ Consulting PartnerMirador serves as an outsourced service provider to investment teams, bringing experience in managing systems for wealth managers. They analyze business needs and provide infrastructure paired with comprehensive portfolio views through financial reporting expertise and innovative data processing technology.
• DocuSigncoreTechnology or IntegrationDocuSign integration enables streamlined electronic signature capture for account opening and document processing workflows, providing secure, efficient, and legally binding transactions for SatuitCRM users.
• ZapiercoreTechnology or IntegrationZapier offers workflow automation integrations designed to streamline processes and enhance productivity. Users can authenticate integration with a wide range of apps and set up triggers and actions to automate repetitive tasks.
• PipedreamcoreTechnology or IntegrationPipedream is an advanced API that enables building applications connected to wide range of data sources and processing them in real time. Facilitates seamless data integration and manipulation for SatuitCRM users.
• SS&CcoreTechnology or IntegrationSS&C provides solutions to hedge funds, family offices, and other funding sectors, helping family offices manage increasing needs and simplifying complex investments while helping hedge funds align data, mitigate risks, and enhance investment operations.
• BroadridgecoreTechnology or IntegrationBroadridge provides critical infrastructure to power governance, capital markets, and wealth and investment management, utilizing data and intelligence to facilitate business transformation and provide actionable intelligence in one unified platform.
• FIN SearchescoreTechnology or IntegrationFIN Searches is an institutional investor database providing accurate and updated information with customization capabilities, offering an all-encompassing database, directory, and document management platform for searching leads and data from benefits, foundations, and endowment funds.
• AddeparcoreTechnology or IntegrationPortfolio accounting integration enabling efficient and accurate portfolio accounting with Satuit's CRM system, streamlining data entry processes and reducing risk of errors.
• Eagle PACEcoreTechnology or IntegrationPortfolio accounting integration enabling seamless data flow between Eagle PACE and SatuitCRM, reducing manual data entry and ensuring data accuracy.
• AdventcoreTechnology or IntegrationPortfolio accounting integration with Advent systems enabling efficient data synchronization between Advent portfolio accounting and SatuitCRM.
• RidgelinecoreTechnology or IntegrationPortfolio accounting integration with Ridgeline platform enabling seamless data integration for hedge fund and asset management clients.
• Redi2 TechnologiessecondaryTechnology or IntegrationRedi2 provides comprehensive billing, invoicing, and revenue management software specifically designed for asset management and advisory fee billing, streamlining billing processes through automated calculations.
• Constant ContactsecondaryTechnology or IntegrationThird-party email marketing software that automates and optimizes email marketing processes, allowing targeting of specific client groups with personalized campaigns, text message marketing, and social media outreach through SatuitCRM.
• Act-OnsecondaryTechnology or IntegrationAct-On offers email marketing automation CRM integration that consolidates marketing efforts for better engagement, tracking, and data management using AI, segmentation analysis, and advanced analytics.
• DotdigitalsecondaryTechnology or IntegrationDotdigital is a comprehensive marketing automation platform designed to unify customer data, allowing businesses to centralize actionable insights and hyper-personalize campaigns for more effective customer engagements.
• SeismicsecondaryTechnology or IntegrationContent enablement and sales readiness platform integration for financial services, enabling content management and distribution capabilities.
• S&P GlobalsecondaryTechnology or IntegrationMarket intelligence and data provider integration offering access to S&P Global data and analytics within the SatuitCRM platform.
• Microsoft 365 / OutlookcoreTechnology or IntegrationIntegration with Office 365's Outlook email platform enhancing email communication productivity, allowing users to manage correspondence efficiently while enabling streamlined transactions and collaboration.
• GmailcoreTechnology or IntegrationGmail integration for email communication management, enabling seamless correspondence capture and attachment linking to contacts within SatuitCRM.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• DealCloud (Intapp): A leading CRM platform purpose-built for dealmakers in private equity, investment banking, and other financial services. Closely comparable to Satuit in its vertical specialization for buy-side investment firms, with similar pipeline management and investor relations features.
• Backstop Solutions: Provider of CRM, investor portal, and workflow solutions specifically for hedge funds, private equity, and institutional investors. Directly competes with Satuit in the buy-side CRM and investor portal market, with comparable functionality and vertical focus.
• Dynamo Software: Vertical SaaS platform for alternative investment management including CRM, investor portal, and pipeline management. After acquiring Navatar, Dynamo offers a similar solution stack to SatuitCRM + SatuitSIP, serving private equity, hedge funds, and fund of funds.
• Altvia: Investor relationship management and CRM platform built specifically for private equity, venture capital, and limited partners. Overlapping buyer base with Satuit in PE and fund-of-funds segments, with comparable investor portal and reporting capabilities.
• ProFundCom: Digital marketing and investor relations platform for asset management, integrated with SatuitCRM as a partner. Competes for the same investor engagement and AUM growth use cases, particularly among hedge funds and fund distribution teams.

Emerging players

• Affinity: AI-powered relationship intelligence platform for dealmakers and investors, with strong penetration into venture capital and private equity. Competes for the same CRM and relationship intelligence wallet as Satuit, though with a broader horizontal positioning and stronger AI branding.

Broad incumbents

• Salesforce Financial Services Cloud: Industry-cloud offering from Salesforce targeting asset management, wealth management, and banking. Satuit's own comparison content positions against Salesforce, indicating active head-to-head competition for enterprise buy-side CRM deals.
• HubSpot: Broad CRM and marketing automation platform frequently compared against Satuit by smaller investment firms. While not finance-native, HubSpot's ease of use and price point attract emerging managers who might otherwise consider Satuit.
• Microsoft Dynamics 365: Enterprise CRM and ERP platform with a financial services vertical offering. Competes for enterprise asset management accounts that prefer Microsoft ecosystem integration, often displacing or threatening Satuit in larger deployments.

Others

• Dakota Marketplace: Provider of investment industry intelligence and investor data integrated with SatuitCRM. Adjacent ecosystem participant supplying data feeds used alongside Satuit's CRM rather than competing directly, but influencing the broader investor relations workflow.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/satuitcrm
• Facebookfacebook.com/satuitcrm
• LinkedInlinkedin.com/company/satuit-technologies

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Satuit Technologies