advisorCONNECT Competitors

We're the #1 AI CRM—where humans with agents drive customer success together with AI, data, and Customer 360 apps on one platform. Privacy Statement: http://www.salesforce.com/company/privacy/

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Zoho offers beautifully smart software to help you grow your business. With over 100 million users worldwide, Zoho's 55+ products aid your sales and marketing, support and collaboration, finance, and recruitment needs—letting you focus only on your business. Zoho respects user privacy and does not have an ad-revenue model in any part of its business, including its free products. Zoho Corporation is a privately-held and profitable company headquartered in Austin, Texas with international headquarters in Chennai, India, with offices across the globe.