Company Information

Get to know Pipedrive for Financial Service

Pipedrive, founded in 2010 in Estonia, is a cloud-based software company that provides a sales-focused Customer Relationship Management (CRM) platform. While Pipedrive serves various industries, its "Pipedrive for Financial Services" offering is a specific application of its core product for financial advisors, insurance brokers, and wealth managers. The platform is designed to simplify and visualize the sales process, helping financial professionals to track leads, manage client communications for compliance, automate repetitive tasks, and monitor progress towards targets, ultimately aiming to streamline client acquisition and relationship management.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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Pipedrive for Financial Service

United States

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.