Sawtooth is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA) program and managed with our Best-of-Breed Salesforce.com CRM integration. Our collaborative approach enables advisors to easily implement their wealth management offering while embedding the pillars of an institutional framework: definable and repeatable investment, sales, and operational processes.
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Sawtooth Solutions Questions
The Sawtooth Solutions annual revenue was $5.2 million in 2026.
Kathleen Olesinski is the Chief Compliance Officer of Sawtooth Solutions.
4 people are employed at Sawtooth Solutions.
Sawtooth Solutions is based in Bloomington, Minnesota.
The NAICS codes for Sawtooth Solutions are [5239, 52, 52393, 523].
The SIC codes for Sawtooth Solutions are [628, 62].
Top Sawtooth Solutions Employees
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25
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James Chesebrough
Accountant at Sawtooth Solutions
Saint Paul, MN, US12 -
Christopher Stommes
Senior Operations Associate at Sawtooth Solutions
Saint Paul, MN, US3
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