CapitalBase.com Employee Directory

Software DevelopmentPennsylvania, United States2-10 Employees

CapitalBase.com provides a cloud-based suite of tools for the financial services sector, focused on improving how firms manage client interactions and internal workflows. The platform combines customer relationship management features, business process automation tailored to the financial services sector, and end-to-end management of the sales and service lifecycle, including referral handling and incentive reporting. It also includes controls to support regulatory compliance and simplify the adoption of new procedures.

The solution is designed for financial services professionals and is delivered in a rapidly deployable configuration that includes only the necessary components. Based in Pittsburgh, Pennsylvania, CapitalBase operates with a small team in the software development field.

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