Advisor CRM

CRM, portfolio management, ticketing, and back-office processing in a single, intuitive platform

Advisor CRM has been recently added to Gregslist Dallas

Founded in 2024, Advisor CRM is a Startup Accounting and Finance software company that provides crm, portfolio management, ticketing, and back-office processing in a single, intuitive platform to Financial Services companies.

This SaaS has a Local HQ located in Coppell, and the company employs 1-10 employees who are led by Ryan Borer.

For more information, you can visit advisorcrm.com/.

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Ryan Borer - Managing Partner, Leibel Sternbach - Chief Technology Officer, https://www.linkedin.com/in/leibelsternbach/
1-10 employees
Self-funded
Coppell
2024
B2B SaaS
Financial Services
Accounting and Finance
Startup
https://www.linkedin.com/company/advisorcrm-com/about/

Coppell, TX
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