About SS&C Tier1
SS&C Tier1 is a Technology company based in Toronto (Canada) founded in 2008, and was acquired by SS&C in August 2022. CRM software is provided for financial institutions relationship management. It operates on a SaaS (Software-as-a-Service) model in Technology and Financial Services sectors. SS&C Tier1 has raised $34 million across 2 funding rounds from investors including SS&C, Wavecrest Growth Partners and MassMutual Ventures. SS&C Tier1 has completed 2 acquisitions, including Alessa and Satuit Technologies. SS&C Tier1 offers products and services including Modular Sell-Side Express CRM and Prospector CRM Solution. Its focus areas include Financial Technology and CRM Solutions. Its competitors include Zafin and PureFacts; 2 of its 2 listed competitors have raised funding.
Company details
SSC Tier1 is established as a leading provider of CRM solutions specifically designed for capital markets and investment banking sectors. Workflow-optimized experiences are delivered through modular and flexible platforms that enhance customer engagement for research, sales, and trading professionals. Data-driven insights and centralized client interaction views are provided to drive revenue-generating engagements across desktop and mobile devices. Solutions are integrated with Salesforce Financial Services Cloud to accelerate digital transformation and operational efficiency for clients in the financial industry.
- Headquarters Toronto, Canada
- Stage Acquired
- SectorsTechnologyFinancial Services
- Email••••••••
- Phone•••• ••••
- Website tier1fin.com
- Social LinkedIn X
- Acquired by SS&C (Aug 2022)
- Legal Name Ss&C Tier1
Products & Services of SS&C Tier1
SS&C Tier1 offers a comprehensive portfolio of products and services, including Modular Sell-Side Express CRM and Prospector CRM Solution.
CRM solution tailored for capital markets client engagement.
Tool designed for targeting investors and increasing opportunities.
Funding Insights of SS&C Tier1
SS&C Tier1 has successfully raised a total of $34M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $34M
- Total Rounds 2
- First Round $34M
(Dec 2017)
- Investors Count 3
All 2 funding rounds of SSC Tier1 with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2022 | Series B | – | Wavecrest Growth Partners, MassMutual Ventures | – | |
| Dec 2017 | $34M | Series B | – | Wavecrest Growth Partners |
4 investors in total: 4 institutional.
Investors in SS&C Tier1
SS&C Tier1 has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include SS&C, Wavecrest Growth Partners and MassMutual Ventures.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wavecrest Growth Partners is engaged in providing growth capital and expertise. | wavecrestgrowth.com | Boston, United States | ||
Corporate-backed venture capital fund | massmutualventures.com | Boston, United States | ||
Early-stage tech startups are funded by corporate-backed Salesforce Ventures. | salesforceventures.com | San Francisco, United States | ||
Cloud-based software is provided for investment management firms. | 1986 | ssctech.com | Windsor Locks, United States |
Investor details for SSC Tier1
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
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People of SS&C Tier1
15 people are tracked at SS&C Tier1 (11 in leadership, 3 in board & advisors, 1 in team).
| Name | Role | Group |
|---|---|---|
Staci Firios | Chief Marketing Officer | Leadership |
Alan Cooke | Chief Financial Officer | Leadership |
Franca Marinelli | Chief Human Resources Officer | Leadership |
Megan Howe | Chief Revenue Officer | Leadership |
Jeff Heisz | CTO | Leadership |
Jiro Okochi | CEO | Leadership |
Tony Villanti | Vice President Of Professional Services, CRM | Leadership |
Stephanie Daoust | Director of Engineering | Leadership |
Meryeme Hilali | Director, Client Engagement | Leadership |
Surbhi Kapoor | Director, Human Resources | Leadership |
Priyangini Vir | Director - Client Engagement | Leadership |
Michael Devine | Director | Board & advisors |
Cornelius Ferris | Chairman | Board & advisors |
Vaibhav Nalwaya | Director | Board & advisors |
Debra Villanueva | Sales Admin | Team |
Complete people profiles for SS&C Tier1
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by SS&C Tier1
SS&C Tier1 has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Alessa and Satuit Technologies.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
CRM and software solutions are provided for buy-side financial institutions. | satuit.com | Braintree, United States | 1994 | Apr 2021 | •••• | |
Regulatory compliance software is delivered to financial institutions. | alessa.com | Toronto, Canada | 2000 | Jan 2021 | •••• |
Complete acquisition details for SSC Tier1
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of SS&C Tier1
6 dated milestones of SS&C Tier1 across 14 years, from founding to its latest funding, stage changes and deals.
- Founded SS&C Tier1 is founded.
- Funding First funding round of $34.0M.
- Acquisition Acquires Alessa.
- Acquisition Acquires Satuit Technologies.
- Funding Latest funding round, Series B,.
- Exit Acquired by SS&C.
Competitors of SS&C Tier1
SS&C Tier1 has 2 listed competitors in our database, 2 of them funded. They include Zafin and PureFacts.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| zafin.com | 2002 | Toronto, Canada | $47.2M | Software solutions for relationship banking in financial services are delivered. | ||
| purefacts.com | 2010 | Toronto, Canada | $61.02M | CRM solutions for wealth managers |
Detailed competitors of SSC Tier1
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- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
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Web traffic of SS&C Tier1
The website of SS&C Tier1 (tier1fin.com) receives about 3K visits a month.
- Monthly visits3K
▼ 1.2% vs previous month
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Related news about Ss&C Tier1
Complete news archive for SSC Tier1
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Frequently Asked Questions about SS&C Tier1
SS&C Tier1 was founded in 2008 and raised its 1st funding round 9 years after it was founded.
SS&C Tier1 is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
SS&C Tier1 is a funded company, having raised a total of $34M across 2 funding rounds to date. The company's 1st funding round was a Series B of $34M, raised on Dec 2017.
SSC Tier1 is established as a leading provider of CRM solutions specifically designed for capital markets and investment banking sectors. Workflow-optimized experiences are delivered through modular and flexible platforms that enhance customer engagement for research, sales, and trading professionals. Data-driven insights and centralized client interaction views are provided to drive revenue-generating engagements across desktop and mobile devices. Solutions are integrated with Salesforce Financial Services Cloud to accelerate digital transformation and operational efficiency for clients in the financial industry.
SS&C Tier1 offers Modular Sell-Side Express CRM and Prospector CRM Solution.
SS&C Tier1 has made 2 acquisitions, including Alessa, and Satuit Technologies.
SS&C Tier1 has 4 investors. Key investors include SS&C, Wavecrest Growth Partners, MassMutual Ventures, and Salesforce Ventures.
SS&C Tier1 operates through Ss&C Tier1.
Yes. SS&C Tier1 was acquired by SS&C in August 2022.