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Our Team

As a team with over 50 years of industry experience, we believe in building a highly specialized organization focused on what matters in the wealth management industry: real wealth management solutions.

While many teams focus on their technology, AppCrown’s highly specialized team focuses on wealth management industry hurdles and targeted solutions that makes the largest impact.

Industry Knowledge & Skills

We have highly specialized hands on knowledge regarding system integrations, financial data processing and scaling a CRM build out for wealth management. Our clients trust us in guiding and implementing their vision and culture into their technology stack. Vendors need to come together to support your firm, and the feasible way to accomplish that is with a pure play integration provider; AppCrown.

Who Benefits

  • Independent RIAs

  • Bank Broker Dealers

  • Independent Broker Dealers

  • Captivated Broker Dealers

  • Insurance Broker Dealers

  • Institutional Banks & Wirehouses

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Our Data Security

AppCrown takes an institutional approach to data security and the capabilities of our integrated cloud to scale. We built and leveraged the Force.com platform to deliver immense coverage across both independents and institutional clients.

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