Built by advisors, for advisors
We're on a mission to give financial advisors the tools they deserve: software that understands their work, respects their time, and helps them focus on what matters most.
Our Story
FinTurk was born out of firsthand frustration. As practitioners in the wealth management industry, we spent years wrestling with CRMs that were designed for generic sales teams, not financial advisors. The workflows didn't match how we actually worked. The compliance features were afterthoughts. And the "integrations" were anything but seamless.
We knew there had to be a better way. So we built it.
FinTurk CRM is our flagship product and the CRM we wished existed when we were managing client relationships, preparing for billing cycles, and trying to keep up with compliance requirements. It's built from the ground up for the unique needs of RIAs and wealth management firms.
Today, we're focused on one thing: helping financial advisors spend less time on administrative work and more time building relationships with their clients. Whether that's automating cash management with CashSweep™, streamlining client communications, or leveraging AI to surface insights, every feature we build is designed to give you hours back in your week.
Our Journey
The Problem
After years of frustration with legacy CRMs that were built for generic sales teams, not financial advisors, we saw an opportunity to build something better.
Building the Foundation
We began developing FinTurk from the ground up, focusing on the unique workflows and compliance needs of wealth management firms.
Launch & Growth
FinTurk CRM launched with our first clients, including Chicago Partners Wealth Advisors. CashSweep™ joined our product suite as a powerful automation tool.
Our Mission
To empower financial advisors with intelligent, intuitive software that eliminates busywork and amplifies their ability to serve clients, so they can focus on building lasting relationships and growing their practice.
What We Believe
Advisor-First Design
Every feature we build starts with a simple question: does this make an advisor's life easier? If not, we don't build it.
Simplicity Over Complexity
Financial advisory is complex enough. Your software shouldn't be. We obsess over making powerful features feel effortless.
Trust & Security
Your clients trust you with their financial futures. You should be able to trust your CRM with your data. SOC-2 Type II certified.
Continuous Innovation
The wealth management industry is evolving. We're committed to staying ahead with AI-powered features that give you a competitive edge.
Join Our Team
We're always looking for talented people who are passionate about building great software and transforming the wealth management industry. If that sounds like you, we'd love to hear from you.
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