Townsquare Capital LLC is a financial services company based in Provo, UT, offering a range of wealth management solutions and technology-driven tools for advisors. Their comprehensive platform includes portfolio accounting, trading, risk intelligence, compliance, and client relationship management (CRM) solutions, all designed to help advisors streamline their operations and provide exceptional service to their clients.
With a focus on scalability and efficiency, Townsquare Capital's technology enables advisors to manage client relationships, connect financial goals to investment strategies, and demonstrate the value they bring to their clients. Their integrated solutions, such as Orion Connect and Redtail CRM, empower advisors to prospect new clients, engage investors in collaborative financial planning experiences, and deliver personalized investment solutions tailored to each investor's unique needs and objectives.
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