The Future of Financial Services
Uniquely delivered on the world’s leading CRM platform Salesforce, WealthConnect™
delivers financial services in a sophisticated and compelling way using tomorrow’s
Founded in the United States with our headquarters in Australia,
Creativemass is revolutionising the future of Financial Services.
We are focused on the use of advanced technologies and engaged in the simplification of processes.
Established in 2017, Creativemass is led by a diverse team of dedicated technology and industry specialists.
The WealthConnect Platform
WealthConnect™ delivers the world’s first investment and compliance platform based solely on Salesforce – seamlessly integrating the customer first principles of the CRM platform with that of modern technology delivered fast and effectively for asset management, investment advice, mortgage broking, stockbroking, estate planning and accounting.
The Businesses We Support
Delivering true end-to-end enterprise capability for financial services.
Find out more about the world’s fastest growing community of
Financial Services companies.