CRM2Plus

IT Services and IT Consulting • Toronto, Ontario, Canada • 1-10 Employees

Company overview

Headquarters	719 Bloor St W #305, Toronto, Ontario M6G 1L5, CA
Website	crm2plus.com
NAICS	5415
SIC	628
Keywords	Fintech, Financial Software, Crm2, Portfolio Analysis Software
Founded	2014
Employees	1-10

Key Contact at CRM2Plus

Greg Leroux

Chief Executive Officer

CRM2Plus Email Formats

CRM2Plus uses 1 email format. The most common is {first initial} (e.g., j@crm2plus.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@crm2plus.com	100%

About CRM2Plus

CRM2Plus was created to serve CFPs as they navigate the new regulations imposed by CRM2. In response to the mandated disclosures, many Financial Planners began asking for custom analytics of their client's portfolios. As most of the necessary analysis was common, CRM2Plus was developed as a standardized internet application that can produce the analysis quickly and efficiently. Now, CRM2Plus is not only available for Financial Planners, but for individual investors as well. Our portfolio analysis software will allow you to: • Directly extract portfolio data from statements from various institutions • Graphically represent returns over different time periods • Compare against customized benchmarks side by side with actual performance • Analyze any form of investments all at once: an individual investment, a plan, a whole portfolio, or multiple portfolios

CRM2Plus revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the IT Services and IT Consulting industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

CRM2Plus has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

CRM2Plus has never raised funding before.

CRM2Plus Tech Stack

Discover the technologies and tools that power CRM2Plus's digital infrastructure, from frameworks to analytics platforms.

jQuery

JavaScript libraries

Underscore.js

JavaScript libraries

GoDaddy

Hosting

Nginx

Reverse proxies

HSTS

Security

RequireJS

JavaScript frameworks

Backbone.js

JavaScript frameworks

YouTube

Video players

Google Font API

Font scripts

Microsoft 365

Frequently asked questions

CRM2Plus is located in Toronto, Ontario, CA.

CRM2Plus was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

CRM2Plus has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at CRM2Plus

Greg Leroux

Chief Executive Officer

4.8

40,000 users