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About Us

Company Overview

Cross Point Solutions provides comprehensive products and supporting services to the Wealth Management industry for over [20] years. Our philosophy has always been to help our clients translate information technology strategy into innovative business tools to create and sustain a competitive advantage. This thinking has culminated in the creation of WealthGen, our latest platform to support RIAs and Independent Broker Dealers.

Our services and solutions help clients streamline business processes and better leverage latest innovative technologies in their IT investments. We bring the right depth of experience to help our clients align IT with business objectives, from selecting the right CRM or Analytic solution for your industry to integrating AI and Machine Learning into your business workflows. The solutions we apply provide collaboration among customers, partners and employees by employing business applications that are right for your organization.

Cross Point Solutions provides clients with the following services:

  • Innovative Wealth Management Platform for IBDs
  • Business Intelligence and Data Warehousing
  • Enterprise Data Management solutions
  • Cloud based infrastructure and application consulting
  • AI and Machine Learning software developement

Meet the Team


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