Company Overview

Market Builders was founded in 1988 as a consulting company focused on sales force automation and customer relationship management software.  Since that time it has empowered hundreds of companies with CRM tools. Since 1990 MBI has focused on the institutional asset management industry. This industry has complex information requirements needed to profile the various organizations operating in their sphere of influence. This includes information on Plan Sponsors, Financial Consultants, Service Providers such as Custodians, Trustees, Brokers as well as Platform Providers and RIA’s.  Market Builders has worked with the market leaders in this industry and has implemented CRM systems for over 100 institutional asset management firms.

Market Builders began offering a solution for investment firms in 1993 that serves as an “accelerator” for their customized CRM implementation.  Since then we have continuously improved our solution based on the most current demands and requirements of our clients. Having worked with so many clients, we are in a position to apply CRM best practices observed within a wide variety of asset management organizations who have diverse requirements. We can accommodate the diversity of virtually any client because the underlying tool,, has unmatched flexibility and the data model, database, screens, reports and workflow are fully customizable without programming to work exactly how our client’s people and business needs them to work.

Top U.S. Investment Firms

Empowered Users


Client Satisfaction