Cloven

Customer Engagement Platforms · Canada · 11-50 Employees

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Overview

Headquarters

unit 376-2255b Queen Street East, Toront...

Phone Number

(833) 416-0430

Revenue

<$5 Million

Industry

Customer Engagement Platforms Software Financial Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Cloven

Cloven is a leading CRM designed specifically for financial advisors in Canada, offering features such as lead management, automation, and a productivity suite. The platform aims to simplify client interactions by centralizing information and integrating various tools to enhance efficiency. Cloven is recognized for its excellence in the industry, having received multiple awards, including WealthTech Service Provider of the Year. It caters to high-performing financial advisors who seek to streamline their processes and improve client relationships.Explore more
Popular SearchesClovenSIC Code 73,737NAICS Code 51,513Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cloven

<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
SC
Sam CalhounSenior Manager, Finance
<$5M
11-50
Private
-
-
JB
Jennifer BradaricGroup Benefits & Pension Administrator
<$5M
1-10
Private
-
-
SF
Sam ForsythSenior Advisor
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
-
RS
RIna SharmaAccount Manager
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Cloven is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Cloven is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Cloven.

Cloven Tech Stack

A closer look at the technologies used by Cloven

Cloven News & Media

  • Continuum and Cloven Announce CRM Integration for Canadian Advisors

    Joint integration brings Continuum’s AI-powered meeting capture, summaries, and task automation directly into Cloven’s advisor-focused CRM Continuum, the AI-powered client intelligence platform for Canadian advisors, announced an integration with Cloven, the CRM that simplifies client interactions for Canadian financial advisors through centralized client profiles, pre-built reporting, and workflow automation. The partnership gives advisors a unified […]
Read more news

Top Customer Engagement Platforms Companies

Frequently Asked Questions Regarding Cloven

What is Cloven's official website?
Cloven's official website is www.cloven.ca
What is Cloven's Revenue?
Cloven's revenue is <$5 Million
What is Cloven's SIC code?
Cloven's SIC: 73,737
What is Cloven's NAICS code?
Cloven's NAICS: 51,513
How many employees does Cloven have?
Cloven has 11-50 employees
What industry does Cloven belong to?
Cloven is in the industry of: Customer Engagement Platforms, Software, Financial Software
What is Cloven competition?
Cloven top competitors include: HollisWealth, HLL Consulting, The McEdwards Group, BlueMind
What technology does Cloven use?
Some of the popular technologies that Cloven uses are: WordPress.org, reCAPTCHA, PHP, Cloudflare Website Optimization
How do I contact Cloven?
Cloven contact info: Phone number: (833) 416-0430 Website: www.cloven.ca
What does Cloven do?

Cloven is a leading CRM designed specifically for financial advisors in Canada, offering features such as lead management, automation, and a productivity suite. The platform aims to simplify client interactions by centralizing information and integrating various tools to enhance efficiency. Cloven is recognized for its excellence in the industry, h... aving received multiple awards, including WealthTech Service Provider of the Year. It caters to high-performing financial advisors who seek to streamline their processes and improve client relationships.Read More

Is Cloven a public company?
Cloven is private company therefore does not currently have an official ticker symbol
See more information about Cloven

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