Salentica

Wealth Management CRM Softwaresalentica.com

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

Wealth management CRM
RIA software solutions
Family office CRM
Trust company software
Microsoft Dynamics CRM

Where Salentica is headquartered

Location

Headquarters

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 offering

Core 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 profile

Ideal customer profiles2 records

Salentica technology and API

Technology

Technology focussed Yes

API detail

API docs
API detail

Core technology

AI maturity

App detail

Salentica competitors and assessment

Company assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Salentica leadership team

Management profile

Number of profiles

Profiles1 record

Salentica funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

Salentica M&A and investment

M&A and investment

M&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?

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.