Salentica
Salentica builds industry-specific CRM software for RIAs, family offices, and trust companies, delivered on Microsoft Dynamics 365 and Salesforce platforms with deep integration into wealth-management portfolio and reporting systems; now part of SS&C Black Diamond.
- Company typePrivate
- Founded1997
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Salentica does
Salentica is a wealth-management technology vendor founded in 1997 and headquartered in New York that builds integrated CRM solutions for registered investment advisors (RIAs), family offices, and trust companies. Its core differentiation is industry-specific CRM functionality layered on top of established enterprise platforms — specifically Microsoft Dynamics 365 and the Salesforce Lightning platform — rather than a from-scratch CRM engine. The product set centers on advisor-centric workflows: centralized contact and account management, pipeline and prospecting tools, client onboarding, and deep integration into core portfolio management and reporting systems used by wealth firms.
The company's CRM offerings now appear under the SS&C Black Diamond Wealth Solutions umbrella, where they are positioned as a tiered set of products — an outsourced/managed option (Edge), a configurable Salesforce-based option with AppExchange integrations (Elements), and a fully customizable enterprise option built on Microsoft Dynamics 365 (Engage). The Engage tier, targeting large multi-line wealth firms spanning banking, trust, and investment management, is consistent with Salentica's historical Microsoft Dynamics heritage. This indicates Salentica's technology has been absorbed into SS&C's broader wealth platform stack.
The business model is enterprise B2B software sold to financial-services firms, monetized through configurable CRM licensing and implementation/administration services, with an outsourced "managed CRM" motion for smaller firms. No pricing is publicly disclosed in the source data. Go-to-market leans on platform ecosystems (Salesforce AppExchange partnership, Microsoft Dynamics) and bundling with adjacent portfolio management and reporting tools, which deepens switching costs once a firm standardizes operations on the platform.
Salentica firmographics
Firmographics- Name
- Salentica
- Website
- https://salentica.com
- Company type
- Private
- Founded year
- 1997
- Headcount range
- 11–50 employees
- Short description
- Salentica builds industry-specific CRM software for RIAs, family offices, and trust companies, delivered on Microsoft Dynamics 365 and Salesforce platforms with deep integration into wealth-management portfolio and reporting systems; now part of SS&C Black Diamond.
- Ownership category
- akta.pro rank
Salentica industry classification
Industry- Product category
- Wealth Management CRM Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Engagement, CRM & Agent/Broker Enablement Platforms (FSAGAGAD)
- akta.pro secondary industries
- Marketing Automation & Campaign Management CRM (HDAEAFAB), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where Salentica is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Markets served
Salentica business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Salentica product offering
Product offeringCore offering
Salentica provides innovative, integrated CRM solutions purpose-built for wealth management professionals, including Registered Investment Advisors (RIAs), Family Offices, and Trust Companies. Its flagship offering, Engage, is a highly configurable CRM platform built on Microsoft Dynamics 365, designed for enterprise-scale wealth firms and companies with multi-business lines such as banking, trust, and investment management.
Differentiator
Problem solved
Functional benefit
Products and services
- Engage CRM
Companies that use Salentica
Customer profileIdeal customer profiles2 records
Salentica technology and API
TechnologyTechnology focussed Yes
API detail
- API docs
- API detail
Core technology
AI maturity
App detail
Salentica competitors and assessment
Company assessmentDirect peers
- Wealthbox: CRM purpose-built for financial advisors and wealth managers, competing head-to-head with Salentica in the same RIA/family-office buyer segment; comparable pricing, integrations and workflow focus.
- Redtail Technology: Long-standing CRM for financial advisors, RIAs and insurance producers; directly comparable vertical CRM offering to wealth management firms with workflow and pipeline management.
- Junxure: Advisor CRM platform (now part of AdvisorEngine) targeting RIAs and wealth managers with workflow automation and client engagement features similar to Salentica.
- Practifi: CRM and practice-management platform purpose-built for financial advisors, competing in the same RIA segment with comparable client-journey and pipeline features.
- Skience: Wealth-management CRM and advisor onboarding technology serving banks, broker-dealers and RIAs — directly overlapping with Salentica's RIA/family-office/trust target market.
- AdvisorEngine: Wealth-tech platform offering CRM and practice management for advisors (incorporating Junxure); competes with Salentica for the same RIA buyer with comparable workflow stack.
- Envestnet Tamarac: Portfolio management and CRM/reporting suite for RIAs and wealth firms; competes with Salentica at the intersection of CRM and portfolio-account data for advisors.
Broad incumbents
- Salesforce Financial Services Cloud: CRM giant's wealth-management vertical product serving RIAs, broker-dealers and private banks; broader platform than Salentica but directly competing for the same advisor-CRM budget.
- Microsoft Dynamics 365: Underlying enterprise CRM platform Salentica is built on, and a viable alternative buyers may choose directly; comparable in technology stack though not advisor-specific out of the box.
- eMoney Advisor: Fidelity-owned financial planning and client-engagement platform used by advisors; broader than a pure CRM but competes for the same client-relationship budget at RIA firms.
Market position
Strengths4 records
Weaknesses4 records
Key risks4 records
Key highlights4 records
Customer concentration
Salentica social profiles
Digital presenceSalentica financial estimates
Financial estimateRevenue estimate
Valuation estimate
Salentica leadership team
Management profileNumber of profiles
Profiles1 record
Salentica funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Salentica M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Salentica
What does Salentica do?
Salentica provides innovative, integrated CRM solutions purpose-built for wealth management professionals, including Registered Investment Advisors (RIAs), Family Offices, and Trust Companies. Its flagship offering, Engage, is a highly configurable CRM platform built on Microsoft Dynamics 365, designed for enterprise-scale wealth firms and companies with multi-business lines such as banking, trust, and investment management.
When was Salentica founded?
Salentica was founded in 1997. It employs 11 to 50 people.
Where is Salentica based?
Salentica is headquartered in New York, United States, in the North America region.
Who are Salentica's main competitors?
Direct peers on record are Wealthbox, Redtail Technology, Junxure, Practifi, Skience, AdvisorEngine and Envestnet Tamarac. Broad incumbents are Salesforce Financial Services Cloud, Microsoft Dynamics 365 and eMoney Advisor.
What industry is Salentica in?
Salentica's product category is Wealth Management CRM Software. Its primary akta.pro industry code is FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms, with a secondary code of HDAEAFAB, Marketing Automation & Campaign Management CRM. Its NAICS code is 51821 and its SIC code is 7372.