AGENCY LIST

Satuit Technologies

San Antonio, Texas, United States
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CRM and investor portal solutions for asset management professionals

Satuit Technologies specializes in providing CRM software solutions tailored for buy-side asset management, hedge funds, private equity, and real estate-focused funds. With over 30 years of experience, they offer a highly configurable application designed to streamline operations and enhance client relationships.

Their core services include a cloud-based or on-premise CRM system that helps asset managers identify, onboard, and nurture investor relationships. Satuit also offers a secure investor portal for 24/7 access to account data, documents, and forms, all branded to the client's firm. Their solutions aim to boost compliance, minimize risk, and optimize client connections to grow assets under management.

Satuit Technologies is a member of the Dura Software portfolio, which enhances their ability to innovate and provide cutting-edge solutions. They serve a diverse range of clients, including institutional asset managers, real estate funds, family offices, and hedge funds, with a focus on improving sales, lead management, client services, and retention.

33
YEARS IN BUSINESS
7
SERVICES

Capabilities

Category

CRM and RevOps

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Local service markets

Agency details

Team size
51-200 people
Founded
1993 (33 years)

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Satuit Technologies is listed on Agency List as part of our global directory of professional agencies. Profiles are compiled using a combination of agency-submitted information, publicly available data, and Agency List classification systems.

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Local context

Satuit Technologies operates in San Antonio, Texas, United States serving clients locally and beyond. Agency List organizes firms by geography to help buyers understand the distribution of agencies across regions and markets.

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Data notes

Profile information is derived from agency submissions and public sources. Some attributes may be estimated and are updated over time as additional data becomes available.