Skience
Wealth management CRM and consulting firm that builds on the Salesforce platform.
skience.comSkience provides CRM technology and implementation services for wealth management firms, working mainly with Salesforce. It is listed in Schwab's advisor services provider directory.
The company was founded in 2001 as The Athene Group and unified its business lines under the Skience name in 2018, according to a trade interview. It is based in Herndon, Virginia.
What it does
- Salesforce-based CRM
- Implementation consulting
- Wealth management workflows
Coverage
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All CRM vendors- Salesforce Financial Services CloudSalesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
- AdvisorEngine CRMCRM from AdvisorEngine, formerly sold under the Junxure name.
- PractifiCRM for registered investment advisers, built on the Salesforce platform.
- RedtailCRM, archived texting, imaging and email tools for financial advisors, owned by Orion.
- WealthboxCloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.