
104, Enzigma HQ2, Off Baner Road, Pune, Maharashtra, 411069, India
Stop losing valuable hours to disconnected advisory tools. Enzigma is a 20-year Salesforce Partner specializing in WealthTech services to advisory firms across the globe
Enzigma Solutions is a specialist technology consulting and services firm with over 20 years of experience, headquartered in Pune, India, with a dedicated practice serving wealth advisory firms across the United States. Founded as one of India's first Salesforce Consulting and Independent Software Vendor (ISV) partners, Enzigma has a team of certified Salesforce professionals and over 2000+ delivered projects across various domains financial services, technology, healthcare, and other industries.
For the wealth management industry, Enzigma provides its Fractional WealthTech Service - a model that gives independent Registered Investment Advisor (RIA) firms, multi-family offices, and boutique wealth advisory practices the full technology team they need, without the cost or commitment of full-time in-house hires. The service covers multiple WealthTech segments including CRM configuration and integration, financial planning tool setup, portfolio management system alignment, digital client onboarding, compliance automation, client portal implementation, and ongoing managed support.
Enzigma is tool-agnostic and vendor-neutral. It serves exclusively as an implementation, integration, and managed services partner - ensuring advisory firms extract maximum value from the technology they already own. The firm is a Salesforce Crest Partner, an ISO/IEC 27001:2022 certified organisation, and is listed on the Kitces AdvisorTech Solutions Map.
Fractional WealthTech Services is Enzigma's special offering for independent wealth advisory firms in the United States. The service provides firms with a dedicated WealthTech team covering all five operational areas - CRM specialists, developers, automation experts, data analysts, and compliance technology advisors - without the cost of full-time internal hires. ......