Quivr | The Community-Driven CRM for Financial Advisors
Built by Financial Planners, for Financial Planners, Quivr is the CRM that truly understands the day-to-day challenges of running a financial advisory practice. We know what QCDs, RMDs, and ACATs are—not because we looked them up, but because we’ve managed them ourselves.
Enough with CRMs built by engineers and sales teams. Every feature in Quivr was designed by someone who has performed that specific function in a real advisory practice. The result? A platform that helps you run your business at peak efficiency, streamline workflows, and focus on delivering value to your clients.
Join a growing Community of financial professionals who are redefining what a CRM should be. Let’s build something better—together.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Minneapolis, Mn, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://quivrcrm.io/
- Keywords
- Minneapolis.
- HQ
- Minneapolis, MN
Quivr Crm Questions
Quivr Crm's website is https://quivrcrm.io/
Quivr Crm's LinkedIn profile is https://www.linkedin.com/company/quivr-crm
Quivr Crm has
4 employees.
View email and phone details for 4
employees at Quivr Crm.
Quivr Crm's industry is
Financial Services
Quivr Crm's top competitors are
Holistiplan,
Currentclient,
Testimonial Iq,
Adaptive Investment Solutions, Llc,
Trayecto,
Smartdata Wealth,
Finmate Ai,
Quivr,
Thyme (Yc S24),
Drost Financial.
Quivr Crm's categories are Financial Services
Quivr Crm's founding year is 2022
