


Sawtooth Solutions
Investment Management • Bloomington, Minnesota, United States • 1-10 Employees
Company overview
| Headquarters | 3600 American Blvd W, Suite 750, Bloomington, Minnesota 55431, US |
| Phone number | +19528310039 |
| Websites | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2009 |
| Employees | 1-10 |
| Socials |
Key Contact at Sawtooth Solutions
Tony Miller
Director Of Advisor Success
Sawtooth Solutions Email Formats
Sawtooth Solutions uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@sawtootham.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@sawtootham.com | 100% |
About Sawtooth Solutions
Sawtooth is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration. Our collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes.
Sawtooth Solutions revenue & valuation
| Annual revenue | $596,764 |
| Revenue per employee | $75,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Sawtooth Solutions has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Sawtooth Solutions has never raised funding before.
Sawtooth Solutions Tech Stack
Discover the technologies and tools that power Sawtooth Solutions's digital infrastructure, from frameworks to analytics platforms.
Hosting
Reverse proxies
Frequently asked questions
4.8
40,000 users



