Kyloe

What Kyloe does

Kyloe is a privately held, New York-based Salesforce Independent Software Vendor (ISV) that builds pre-built customer engagement (CRM) software specifically for the asset management industry. Founded in November 2019 by Brennan Burkhart and Kenny McColl — who previously co-founded the financial-services Salesforce consultancies OKERE (2004) and Redkite (2009) — Kyloe's flagship product is a turnkey CRM built on Salesforce Financial Services Cloud, packaged with more than 2,000 custom fields, 150+ pre-built page layouts, 200+ custom reports, and dozens of dashboards tailored to institutional and intermediary asset managers.

The platform is designed to address pain points across asset management distribution channels — intermediary, institutional, high-net-worth, and retirement — and across vehicle types including mutual funds, ETFs, separately-managed accounts, and alternative investment private funds. Kyloe positions its product against custom Salesforce builds by citing 30–50% initial cost savings, project delivery in half the time, and change requests under 5% of services revenue, drawing on the founders' experience across 80+ prior asset management implementations. Onboarding includes configuration, data migration templates, third-party integrations (Outlook, SSO, marketing automation, Seismic, RFP tools like RocketDocs, portfolio accounting data, territories, prospects), testing, and training.

Kyloe generates revenue primarily through annual subscription license fees bundled with one-time onboarding services. Pricing is quote-based and not publicly disclosed. Distribution is direct enterprise sales targeting asset management firms, supplemented by a partnership ecosystem of fintech integration partners and financial-services SIs/consultants. The company operates with 1–10 employees, has no disclosed external funding, and runs as an LLC. Leadership includes founders Brennan Burkhart (Founder) and Kenny McColl (Co-founder & Chief Product Officer), CTO Vin Ip (joined February 2020 from Redkite), and SVP of Delivery Operations Derek Tsang (joined March 2020).

Name

Kyloe

Legal name

Kyloe, LLC

Website

https://kyloe.digital

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Kyloe is a Salesforce ISV that builds pre-built, asset-management-specific CRM software on Financial Services Cloud, sold via annual subscription plus onboarding to institutional and intermediary asset management firms.

Ownership category

akta.pro rank

Product category

Asset Management CRM Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro industry

PRIMARYHDAEAFAB

Marketing Automation & Campaign Management CRM

Hardware, Technology & Telecom/Enterprise Platforms & Databases/Customer Relationship Management (CRM) Platforms

Keywords

• Asset management CRM
• Salesforce financial services
• Customer engagement software
• Investment distribution platform
• Pre-built Salesforce solutions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Annual Software License Subscription: Subscription-based annual license fee providing access to the pre-built Salesforce solution for asset management, including ongoing updates and enhancements, and direct input into the product roadmap
2. One-time Onboarding Services: One-time onboarding fees covering implementation activities including page layout optimization, feature configuration, data model extension, custom flows, security configuration, reporting setup, data migration, integrations, testing, and user training

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Kyloe builds a pre-built, turnkey Salesforce-based customer engagement (CRM) solution specifically for the asset management industry. The product delivers over 2,000 custom fields, 150+ pre-built page layouts, 200+ custom reports, and multiple dashboards configured for institutional and intermediary asset managers across mutual funds, ETFs, separately-managed accounts, and alternative investment private funds. It is sold as an annual subscription license with one-time onboarding services.

Product overview

Kyloe offers a single unified CRM product built on the Salesforce platform, specifically designed for the asset management industry. The solution targets both Institutional and Intermediary distribution channels, providing pre-configured functionality that includes over 2,000 custom fields, 150+ page layouts, 200+ reports, and dozens of dashboards. Rather than offering modular add-ons, Kyloe provides a comprehensive turnkey solution that covers client engagement across multiple channels (intermediary, institutional, high-net-worth, retirement), investment vehicles (mutual funds, ETFs, separately-managed accounts, alternative investment private funds), and job functions (wholesaling, relationship management, sales analytics, consultant relations). The product is delivered via annual subscription with included onboarding and continuous updates aligned to Salesforce features.

Differentiator

Problem solved

Functional benefit

Products and services

• Kyloe Customer Engagement Solution Pre-built, turnkey Salesforce-based CRM solution for the asset management industry, bundling over 2,000 custom fields, 150+ pre-built page layouts, 200+ custom reports, and multiple dashboards for institutional and intermediary asset managers across mutual funds, ETFs, separately-managed accounts, and alternative investment private funds. Sold as an annual subscription license with included onboarding, ongoing updates, and roadmap input.

Quantifiable outcome

• 30-50% initial savings vs custom implementations
• +3 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core and supporting.

• Industry Providers and Fintech ProviderscoreTechnology or IntegrationKyloe partners with industry firms and Fintechs who want to reach their customers via integration with Salesforce. Kyloe takes on the integration risk and builds the integration itself, allowing providers to focus on their core offering without product development and support costs. Providers can acquire and retain clients through rich Salesforce integration without paying for development.
• System Implementers (SIs) and ConsultantssupportingImplementation/ SI/ Consulting PartnerKyloe works with Salesforce implementation firms in financial services and industry-specialist management consulting firms. Partnerships help speed up sales cycles and demonstrate industry expertise. SIs and consultants can refer clients to Kyloe for the pre-built asset management solution or collaborate on implementations.

Scale indicators8 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud is the underlying platform Kyloe builds on and the primary alternative customers compare against. Salesforce serves a much broader financial services user base and continues to expand native vertical capabilities that compete with Kyloe's pre-built layer.
• Microsoft Dynamics 365 for Financial Services: Microsoft Dynamics 365 is a broad CRM/ERP platform used by some asset managers as an alternative to Salesforce. It competes with Kyloe as the underlying CRM-of-record choice and offers vertical financial services components.
• SS&C Advent (Eze Software / Black Diamond): SS&C provides investment management and CRM-adjacent software across the asset management and wealth management value chain — a broader portfolio competitor for enterprise asset management technology spend.
• Envestnet (Yodlee): Envestnet serves financial advisors, wealth, and asset managers with platform technology including data integration and advisor engagement tooling — a broad incumbent whose roadmap and acquisitions compete for asset manager modernization budgets.
• SimCorp: SimCorp provides enterprise investment management software (front-to-back) used by large asset managers globally. It overlaps with Kyloe at the relationship-management/sales layer and competes for enterprise asset-management IT budget.

Direct peers

• Intapp DealCloud (DealCloud): DealCloud, now part of Intapp, is a CRM and deal/intelligence platform purpose-built for investment banks, private equity, and asset managers — directly overlapping with Kyloe's institutional asset management sales and relationship-management use cases.
• Hexure (formerly Websure/TMA Solutions): Hexure delivers pre-built Salesforce and cloud solutions for insurance and financial services sales illustration and onboarding — a closely analogous Salesforce ISV product-company model targeting regulated financial distribution verticals.

Emerging players

• Addepar: Addepar is a technology platform serving asset and wealth managers with reporting, analytics, and increasingly CRM-like engagement capabilities — an emerging competitor positioned vertically within Kyloe's target customer base.

Others

• Broadridge Financial Solutions: Broadridge provides data, communications, and technology infrastructure across asset management, wealth, and capital markets — adjacent to Kyloe's customer engagement layer and often a strategic technology vendor to the same enterprise accounts.
• Orion (Advicent): Orion provides wealth and advisor technology (portfolio accounting, CRM-adjacent tools) to wealth managers and RIAs — adjacent to Kyloe's asset management distribution use cases, particularly in the intermediary and retirement channels.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/kyloedotdigital

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Kyloe