CAPITALBASE.COM
CapitalBase.com provides sales and service technology solutions for investment managers, trust providers, private banks, broker and dealers, insurance reps, commercial lending RMs, corporate bankers, retail platform specialists, tellers and other line units. Their clients see significant gains in operating efficiency, cost reduction, staff productivity, process improvement, referral & retention rates, etc.
CAPITALBASE.COM
Industry:
Financial Services FinTech Software Wealth Management
Founded:
2004-01-01
Address:
Pittsburgh, Pennsylvania, United States
Country:
United States
Website Url:
http://www.capitalbase.com
Total Employee:
1+
Status:
Active
Contact:
+1 800 833 7695
Email Addresses:
[email protected]
Technology used in webpage:
Network Solutions DNS Rackspace Email Hosting Verizon Verizon FIOS
Official Site Inspections
http://www.capitalbase.com
- Host name: static-71-162-9-102.pitbpa.fios.verizon.net
- IP address: 71.162.9.102
- Location: Bethel Park United States
- Latitude: 40.3214
- Longitude: -80.0378
- Metro Code: 508
- Timezone: America/New_York
- Postal: 15102
More informations about "CapitalBase.com"
CapitalBase.com - Crunchbase Company Profile & Funding
Contact Email [email protected] Phone Number +1 800 833 7695 CapitalBase.com provides sales and service technology solutions for investment managers, trust providers, …See details»
CapitalBase.com - LinkedIn
CapitalBase.com is a comprehensive suite of web-hosted business efficiency tools used by the financial services industry for: • Customer Relationship Management (CRM) - robust CRM …See details»
CapitalBase.com - Overview, News & Similar companies - ZoomInfo
CapitalBase.com has provided sales & service technology solutions for investment managers, trust providers, private banks, broker/dealers, insurance reps, commercial lending RMs, …See details»
CapitalBase.com Company Profile | Management and Employees …
Find contact information for CapitalBase.com. Learn about their Finance, Investment Banking market share, competitors, and CapitalBase.com's email format.See details»
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Clients leverage the corporate & institutional specialty tools available to manage calling programs and cross-selling efforts, identify new deposit and loan potential, and automate incentive …See details»
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Key Business Functions & Features • 360 Degree View of the Entire Relationship • Revenue and Profit Analysis • Ability to Manage Multiple Sub-RelationshipsSee details»
CapitalBase.com - Contacts, Employees, Board Members
CapitalBase.com operates as a financial service software company headquartered in Pittsburgh.See details»
Michael Smith - President & Chief Technology Officer
President & Chief Technology Officer at CapitalBase.com · Co-Founder of CapitalBase in 2004, bringing web-based wealth management tools to market. …See details»
CAPITALBASE.COM LLC Company Profile - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for CAPITALBASE.COM LLC of Fairfax, VA. Get the latest business insights from Dun & Bradstreet.See details»
CapitalBase.com - Tech Stack, Apps, Patents & Trademarks
CapitalBase.com uses 8 technology products and services including HTML5, Google Analytics, and Comodo PositiveSSL Certificates, according to G2 Stack. CapitalBase.com is actively …See details»
CapitalBase.com
The tools are engineered to support key stages of the Wealth Management sales reporting, tracking and incentive fulfillment process, and support individual producers, their assistants, …See details»
Michael Smith - Owner - CapitalBase.com | LinkedIn
President, CapitalBase.com · Experience: CapitalBase.com · Location: Pittsburgh · 7 connections on LinkedIn. View Michael Smith’s profile on LinkedIn, a professional community of 1 billion ...See details»
CapitalBase Pricing, Alternatives & More 2025 - Capterra
With the help of Capterra, learn about CapitalBase - features, pricing plans, popular comparisons to other Financial CRM products and more. Helping businesses choose better software since …See details»
CapitalBase.com - Crunchbase
Companies like CapitalBase.com include Raincoat, Grant Thornton Canada, and Worldsource Securities. Worldsource Securities Markham , Ontario , Canada 101-250 employeesSee details»
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Our commercial clients benefit from the in-depth capability of the best-practices tools below used by line professionals. Our clients find that support of these impactful business functions …See details»
CapitalBase.com - Facebook
CapitalBase.com. 4 likes. Wealth Management Front Office Software to assist with Trust Administration, Compliance and Service.See details»
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Elements are engineered to support key stages of the Retail sales process, and support individual CSRs, their assistants, branch managers, sales specialists, tellers, retail sales management, …See details»
capitalbase.ai Reviews: Is this site a scam or legit?
While some are self-explanatory concerning capitalbase.ai, let's dive deeper into the remaining ones. Proximity to Potentially Harmful Websites. This metric gauges the connection, scored on …See details»
CapitalBase.com
Cannon Financial Institute, Inc. is comprised of over 50 experienced and dynamic professionals and support staff. Cannon consultants and trainers consistently earn outstanding marks for …See details»