Satuit Technologies

Braintree, United States Founded: 1994 • Age: 32 yrs Acquired By Dura Software
CRM and software solutions are provided for buy-side financial institutions.

About Satuit Technologies

Satuit Technologies is a Financial Services company based in Braintree (United States) founded in 1994, and was acquired by Dura Software in January 2024. CRM and software solutions are provided for buy-side financial institutions. It operates in the Financial Services and Technology sectors. The company has 15 employees. Satuit Technologies offers products and services including SatuitCRM, SatuitSIP, SatuitCRA, and Satuit2GO. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Client Communication. Its legal entity is SATUIT TECHNOLOGIES, INC. Its competitors include Eltropy, Pegasystems and Zipari; 2 of its 3 listed competitors have raised funding.

Company details

Satuit Technologies was founded in 1994 and is based in Braintree, United States. Software solutions for asset and wealth management CRM, along with secure data distribution, are offered to financial institutions such as asset managers, wealth managers, and hedge funds. Proprietary products including SatuitCRM, SatuitPAC, and SatuitSIP are utilized to manage client relationships, distribute information securely, and support operational efficiency. Clients served include CALCAP and Alignvest.

  • Headquarters Braintree, United States
  • Employees 15
  • Stage Acquired
  • Sectors
    Financial Services
    Technology
  • Website satuit.com
  • Social LinkedIn X Facebook
  • Acquired by Tier1 (Apr 2021)
  • Legal Name Satuit Technologies, Inc.
Key Metrics

Products & Services of Satuit Technologies

Satuit Technologies offers a comprehensive portfolio of products and services, including SatuitCRM, SatuitSIP, SatuitCRA, and Satuit2GO.

SatuitCRM
CRM Software

Manages client relationships and compliance for asset management firms.

SatuitSIP
Investor Portal

Offers secure access to investment data and documents for users.

SatuitCRA
Reporting Tools

Automates client reporting to save time and reduce errors.

Satuit2GO
Mobile Applications

Provides mobile access to customer data for sales teams.

Investors in Satuit Technologies

Satuit Technologies has secured backing from 2 investors. Prominent investors backing the company include Dura Software and SS&C Tier1.

All
InvestorDescriptionFounded YearDomainLocation
CRM software is provided for financial institutions' relationship management.
2008tier1fin.comToronto, Canada
Hyper-niche software products are developed for targeted markets.
2017dura.softwareSan Antonio, United States
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Investor details for Satuit Technologies

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Timeline of Satuit Technologies

3 dated milestones of Satuit Technologies across 30 years, from founding to its latest funding, stage changes and deals.

  1. Founded Satuit Technologies is founded.
  2. Exit Acquired by Tier1.
  3. Exit Acquired by Dura Software.

Competitors of Satuit Technologies

Satuit Technologies has 3 listed competitors in our database, 2 of them funded. They include Eltropy, Pegasystems and Zipari.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
eltropy.com2014Milpitas, United States$25M113
Reputation management software is provided for solar industry sales.
pega.com1983Cambridge, United States5,406
Wealth management solutions via AI decisioning and automation are provided.
zipari.com2014Brooklyn, United States$44.83M
Provider of cloud-based customer experience management platform for payers
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Detailed competitors of Satuit Technologies

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Web traffic of Satuit Technologies

The website of Satuit Technologies (satuit.com) receives about 1.9K visits a month.

  • Monthly visits
    1.9K

    ▲ 2.7% vs previous month

Similar websites

Websites whose visitors overlap most with Satuit Technologies. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
kakawa.com
kakawa.com
100%
–
lgt-bank.com
lgt-bank.com
100%
–
tocqueville.com
99%
#4,764,959View details
religare.com
97%
9.8K#2,491,679View details

Top companies in Insurance Technology & Support Services

3 companies that operate in the same segment as Satuit Technologies (Insurance Technology & Support Services) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Cloud-based platform for property and casualty insurance is provided.
2001San Mateo, California, United StatesUSD 1.48 B226
Claims administration, loss adjusting, and benefits management services are provided.
1969Memphis, Tennessee, United StatesUSD 2.63 M
Online property and casualty insurance is provided for businesses.
2017San Francisco, California, United StatesUSD 800 M699
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Related news about Satuit Technologies

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Complete news archive for Satuit Technologies

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Frequently Asked Questions about Satuit Technologies

Satuit Technologies was founded in 1994.

Satuit Technologies is headquartered in Braintree, United States. It is registered at Braintree, Massachusetts, United States.

Satuit Technologies has 15 employees.

Satuit Technologies was founded in 1994 and is based in Braintree, United States. Software solutions for asset and wealth management CRM, along with secure data distribution, are offered to financial institutions such as asset managers, wealth managers, and hedge funds. Proprietary products including SatuitCRM, SatuitPAC, and SatuitSIP are utilized to manage client relationships, distribute information securely, and support operational efficiency. Clients served include CALCAP and Alignvest.

Satuit Technologies's top competitors include Zipari, Eltropy and Pegasystems.

Satuit Technologies offers SatuitCRM, SatuitSIP, SatuitCRA, and Satuit2GO.

Satuit Technologies has 2 investors. Key investors include Dura Software, and SS&C Tier1.

Satuit Technologies operates through Satuit Technologies, Inc..

Yes. Satuit Technologies was acquired by Tier1 in April 2021.

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