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Creativemass
AddedFeb 17, 2024
UpdatedJul 7, 2026
Creativemass

Creativemass

Operating

Creativemass: A Salesforce-hosted wealth management firm offering advice and solutions via WealthConnect.

Location
New York City, NY, US
Founded
2017
Firm
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Employees
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Website

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.

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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
  • 6282Investment Advice
  • 7372Prepackaged Software