Creativemass: A Salesforce-hosted wealth management firm offering advice and solutions via WealthConnect.
Location
New York City, NY, US
Founded
2017
Creativemass specializes in wealth management solutions, leveraging Salesforce's platform to deliver comprehensive advice and services. The firm's core offerings include WealthConnect, InvestorConnect, and WealthConnect.com, designed to provide tailored financial guidance and investment solutions to clients.
As a technology-driven wealth management company, Creativemass focuses on integrating advanced digital tools with personalized financial advice. Their Salesforce-hosted products aim to streamline wealth management processes, offering clients and advisors efficient, user-friendly platforms for managing investments and financial planning.
Creativemass - Classification
Also Known As
Creativemass Holdings Inc
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
Show 10 more industry codes
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
513210Software Publishers
SIC
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
7300Business Services
6280Services Allied With The Exchange Of Securities Or Commodities
7370Computer Programming, Data Processing, And Other Computer Related
