Company profile

Glimzer

The growth CRM for UK financial advice firms. Less admin, more clients.

Industry
Financial Services
Employees
2
Headquarters
Manchester
Founded
2023
Office locations
1

Glimzer company summary

Glimzer is a company in the Financial Services industry, headquartered in Manchester, founded in 2023. On LinkedIn the company has around 2 employees. Its listed specialties include Financial Adviser CRM, IFA Practice Management, Wealth Management Software, UK Financial Advice Software, Client Lifecycle Management.

What technology does Glimzer use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Glimzer

Glimzer is the growth CRM for UK financial advice firms. Less admin, more clients, and nothing falling through the cracks. Most advice firms run on systems built for the back office. The result is rekeying, scattered client records, and MI that takes days to assemble. We built Glimzer to fix that. Everything in one place: - Heat-scored pipeline, so no lead goes cold unnoticed - Client servicing and annual review tracking - Compliance workflows and clean MI your board can actually use - Fee reconciliation and introducer tracking Built in the UK for the way UK advice firms work. Showcased to an audience including representatives from NatWest, Lloyds and the FCA, and selected for the FinTech Scotland Innovation Call. If you run an advice firm and want your evenings back, we're happy to show you around: www.glimzer.com/demo

Specialties

Financial Adviser CRMIFA Practice ManagementWealth Management SoftwareUK Financial Advice SoftwareClient Lifecycle ManagementFact-Find ManagementAnnual Review TrackingAdviser Workflow AutomationCase & Opportunity ManagementCapacity OptimisationAdmin ReductionPractice ScalabilityOperational EfficiencyCRM for IFAsFinancial Planning Software UK

Where is Glimzer located?

Glimzer lists 1 location.

Manchester, GB, GBHQ

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Frequently asked questions about Glimzer

What does Glimzer do?

Glimzer is the growth CRM for UK financial advice firms. Less admin, more clients, and nothing falling through the cracks. Most advice firms run on systems built for the back office. The result is rekeying, scattered client records, and MI that takes days to assemble. We built Glimzer to fix that. Everything in one place: - Heat-scored pipeline, so no lead goes cold unnoticed - Client servicing and annual review tracking - Compliance workflows and clean MI your board can actually use - Fee reconciliation and introducer tracking Built in the UK for the way UK advice firms work. Showcased to an audience including representatives from NatWest, Lloyds and the FCA, and selected for the FinTech Scotland Innovation Call. If you run an advice firm and want your evenings back, we're happy to show you around: www.glimzer.com/demo

How many employees does Glimzer have?

Glimzer has around 2 employees on LinkedIn.

Where is Glimzer headquartered?

Glimzer is headquartered in Manchester.

When was Glimzer founded?

Glimzer was founded in 2023.

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