What departments does Sawtooth Solutions have?

Sawtooth Solutions has employees across 1 departments including Entrepreneurship.

What is the largest department at Sawtooth Solutions?

The largest department at Sawtooth Solutions is Entrepreneurship with 1 employees.

Where are Sawtooth Solutions employees located globally?

Sawtooth Solutions has employees across 1 continents and 1 countries including United States Of America.

How has Sawtooth Solutions's team size changed over time?

Sawtooth Solutions's team has decreased from approximately 5 to 4 employees based on available data.

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Sawtooth Solutions Employee Directory

Investment ManagementMinnesota, United States2-10 Employees

Sawtooth Solutions provides a flexible platform to oversee the full wealth management process across all account types, delivered through a Unified Managed Account program and supported by a Salesforce CRM integration. The platform is designed for collaboration, helping advisors implement their wealth management offerings while embedding an institutional framework of definable and repeatable investment, sales, and operational processes. This combination supports streamlined advisory workflows and the management of multiple account types within a single program.

The company is based in Bloomington, Minnesota, and operates as a small firm within the investment management industry. Its platform targets registered investment advisers and investment adviser representatives seeking a comprehensive UMA solution. In 2021, Sawtooth Solutions was acquired by Simplicity Group.

Sawtooth Solutions Global Highlights

North America
9

United States Of America
9

Sawtooth Solutions's Leadership

B. P.
Chief Executive Officer
Mobile Phone
Email
C. S.
Operations Associate
Mobile Phone
Email

Sawtooth Solutions Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Finance
Administrative
Other

Contact profiles from Sawtooth Solutions

Name

Title

Contact Info

Location

Last Update

B. P.
Chief Executive Officer
Mobile Phone
Email
Mar 08, 2024
C. S.
Operations Associate
Mobile Phone
Email
Jul 16, 2025

Frequently Asked Questions

What is Sawtooth Solutions known for?

Sawtooth Solutions was founded in 2009 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-952-831-****

. Explore Sawtooth Solutions's company overview page for more information.

What is Sawtooth Solutions's most common email format?

Sawtooth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sawtooth Solutions email formats with LeadIQ.

How many employees does Sawtooth Solutions have currently?

Sawtooth Solutions has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Sawtooth Solutions's key employees and leadership?

As of July 2026, Sawtooth Solutions's key employees include:

Chief Executive Officer: B. P.
Operations Associate: C. S.

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Sawtooth Solutions Employee Directory

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