Caltina - Leading front-office software solution for alternative assets
Transformative technology solutions for alternative asset managers

About

Passion. Experience. Diligence.

History

Founded in 2016, Caltina is a growing consulting practice serving the alternative asset industry. Basic CRM, deal flow, and portfolio tracking are the table stakes, but we want to see the next level of fully integrated solutions deployed to more managers within the industry. Despite the large amounts of money involved, most fund managers continue to function with disjointed data silos and manual workflows, we’re here to help you change that.

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Find us around

LinkedIn | Crunchbase | Captera

Get in touch

We at Caltina know that finding the right technology partner in this space is hard. We start with consultative demos to walk through your needs, the scope of your goals, and your budget.

Tell us about your fund ▸


 

Who we are

 
 
Rick Wills Headshot.jpg

Principal Solution Architect

Rick Wills

With 15 years delivering SaaS solutions to financial services, Rick drives value in a collaborative approach to deploying Salesforce for alternative asset managers.

 

Past

nCino, Inc
Principal Solution Architect, 2015-2019

Altvia, LLC
Director of Solution Engineering, 2012-2015

Activities & Affiliations

• PEIC Rule Making Advisory Board
• PDF Association Voting Member
• Bay Area SFDC Tracks2Trailheads Founder

Certifications

• Salesforce Application Architect, 2017

 
 

 
 
 

Your name here

Jane or John Doe

Have you implemented technology solutions for alternative asset managers? If so, we’d love to get your resume or LinkedIn. Please email resume@caltina.com

 

Past

Activities & Affiliations

Certifications

 
 

 
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