Silver Peak Associates

What Silver Peak Associates does

Silver Peak Associates is a Toronto-headquartered professional services firm that delivers Revenue Operations (RevOps) and Salesforce ecosystem services — including CRM implementation and optimization, RevOps tech-stack integration, data management and analytics, workflow automation, and Level 2/3 support — to financial services firms and early-stage fintechs. The company was founded in February 2021 by Mark Notten and Phil Dias, both former co-founders of Tier1 Financial Solutions (sold to SS&C in August 2022 after scaling to $20M+ ARR). Following a March 2025 repositioning, the firm formally markets a RevOps-as-a-Service line covering Sales/CRM, Marketing, Customer Success, and Billing operations, alongside adjacent offerings in Testing-as-a-Service (TaaS) and Product Development Outsourcing (PDO).

Name

Silver Peak Associates

Legal name

Silver Peak Associates

Website

https://silverpeakassociates.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

Toronto-based RevOps-as-a-Service firm delivering Salesforce implementation, integration, and managed revenue operations to financial services firms and fintechs, scaling delivery through a 1,400+-person offshore partnership with Metacube.

Ownership category

akta.pro rank

Product category

Salesforce and RevOps Consulting Services

NAICS

Custom Computer Programming Services (541511), Marketing Consulting Services (541613)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Consulting Services (8742)

akta.pro primary industry

Sales Enablement & Revenue Operations (RevOps) Tools & Services (BPAFAFAJ)

akta.pro secondary industry

Sales, Telesales & Lead Qualification Centers (BPAAAAAB)

Keywords

• RevOps-as-a-Service
• Salesforce consulting
• Financial services CRM
• Testing as a service
• Offshore product development

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. RevOps-as-a-Service: Outsourced Revenue Operations function delivered by specialized providers. Silver Peak provides technical teams that execute projects, supplement client teams, and provide ongoing support for revenue-related systems across Sales/CRM, Marketing, Customer Success, and Billing.
2. Testing-as-a-Service (TaaS): Flexible, scalable testing and QA solutions delivered as a service. Provides functional, performance, security, and regression testing tailored to specific needs, paying only for testing services required.
3. Product Development Outsourcing (PDO): Offshore product development teams and resource augmentation for fintech companies and financial services firms. Provides access to skilled technical professionals for building and scaling products.
4. Strategic Advisory Services: Business strategy advisory services and operational best practices expertise for early-stage fintech companies, helping with corporate strategy refinement and tactical execution.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Silver Peak Associates provides Revenue Operations (RevOps) as a Service to financial services firms, delivering specialized technical experts who plan, execute, and support revenue operations across Sales/CRM, Marketing, Customer Success, and Billing functions. Core delivery is anchored in the Salesforce ecosystem (Sales Cloud, Service Cloud, Experience Cloud, Commerce Cloud, Revenue Cloud, Data Cloud) and is powered by a partnership with Metacube providing over 1,400 offshore technical professionals. The company also offers Testing as a Service (TaaS) and Product Development Outsourcing (PDO).

Product overview

Silver Peak Associates is a professional services company offering RevOps-as-a-Service as its core offering, complemented by Testing as a Service (TaaS) and Product Development Outsourcing (PDO). The RevOps-as-a-Service includes specialized modules for CRM Implementation/Customization/Optimization, RevOps Tech Stack Integration, Data Management & Analytics, Workflow Automation, and System Support/Maintenance & Upgrades. The company specializes in Salesforce ecosystem services and partners with Metacube (1,400+ offshore technical experts) to deliver comprehensive solutions to financial services firms and fintech companies.

Differentiator

Problem solved

Functional benefit

Products and services

• RevOps-as-a-Service A comprehensive outsourced Revenue Operations model providing specialized RevOps technical experts to plan, execute, and support revenue operations for financial services firms across Sales/CRM, Marketing, Customer Success, and Billing with a focus on Salesforce optimization and integration.
• CRM Implementation, Customization and Optimization Salesforce CRM system setup, configuration, and ongoing optimization services including system deployment, workflow customization, and user adoption enhancement for financial services and fintech clients.
• RevOps Tech Stack Integration Integration services connecting Salesforce with marketing automation platforms, sales engagement tools, customer success platforms, ERP and billing systems, and data warehouses to ensure seamless data flow.
• Data Management and Analytics Comprehensive data services including data integration, cleansing, integrity rules, and reporting dashboards that provide actionable insights for performance monitoring and decision-making across RevOps systems.
• Workflow Automation Automation of repetitive and manual tasks within RevOps systems including lead routing, contract automation, and customer journey automation for onboarding, follow-ups, and renewals.
• System Support, Maintenance and Upgrades Level 2 and 3 technical support, software updates for compatibility and security, and periodic system audits for performance optimization and configuration of Salesforce solutions.
• Testing as a Service (TaaS) Flexible, scalable QA and testing solutions providing functional, performance, security, and regression testing using advanced tools and methodologies with automated testing frameworks, delivered by an ISTQB and ISO/IEC 27001 certified QA team.
• Product Development Outsourcing (PDO) Offshore product development team services powered by Metacube with 1,400+ technical experts including full-stack developers, Salesforce specialists, QA engineers, and support engineers for fintech companies and financial services firms.
• Strategic Advisory Services Business strategy advisory services and operational best practices expertise for early-stage fintech companies, including corporate strategy refinement and tactical execution support.

Quantifiable outcome

• Silver Peak testimonials cite improved sales operations, analytics, and client intelligence for clients like Aptum
• +2 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

AI capability6 records

Feature8 records

Partnerships

One partnership is on record.

• Metacubeflagship/coreStrategic or Co-development Partner · 1 February 2021Metacube is a technology powerhouse based in Jaipur, India, with over 1,400 technical experts specializing in Salesforce and full-stack development, support, and QA. The partnership combines Metacube's deep and wide technical team with Silver Peak's business experience in financial services and CRM. This partnership enables Silver Peak to deliver comprehensive RevOps solutions to financial services firms worldwide, with Metacube providing the delivery capacity and technical expertise while Silver Peak provides industry knowledge and client relationships.

Scale indicators12 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Persistent Systems: Global digital engineering firm with a dedicated Salesforce and financial services practice delivering CRM, data, and cloud modernization. Closely comparable in combining offshore delivery scale with Salesforce expertise for regulated industries.
• 2toLead: Specialist RevOps and Salesforce consultancy focused on revenue operations transformation. Highly comparable given its narrow RevOps positioning and similar mid-market to enterprise target customer profile.
• Slalom: Large North American consulting firm with a significant Salesforce and RevOps practice serving financial services clients. Comparable as a Salesforce-focused advisory and implementation competitor targeting similar enterprise buyers.
• Simplus (an Infosys company): Pure-play Salesforce consulting and managed services firm, now part of Infosys. Directly comparable as a Salesforce-first SI with managed services and financial services vertical experience.

Emerging players

• Absyz: Salesforce and cloud consulting firm with financial services experience and offshore delivery model. Overlaps with Silver Peak on Salesforce implementation and managed services for regulated industries.
• Algoworks: Salesforce consulting and product engineering firm with offshore-heavy delivery. Comparable as a smaller Salesforce-focused services firm competing for similar mid-market and enterprise RevOps work.

Broad incumbents

• Accenture: Global consulting and systems integrator with one of the largest Salesforce practices and deep financial services vertical. Represents the largest end of the competitive set and competes for enterprise RevOps transformations.
• Globant: Global digital transformation services company with a strong Salesforce practice and AI/ML capabilities. Broader portfolio than Silver Peak but competes for the same Salesforce and RevOps budgets at large enterprises.
• Infosys: Global IT services firm with a sizable Salesforce and financial services practice following its Simplus acquisition. Competes for large Salesforce implementation, managed services, and modernization deals.
• Deloitte Digital: Big Four advisory arm offering Salesforce and RevOps services as part of broader transformation engagements. Overlaps with Silver Peak in financial services and CRM modernization, though typically at much larger deal sizes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/mnotten

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Silver Peak Associates