Salesforce for Investment Managers

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Salesforce Consulting for Investment Firms, Wealth Managers and other Financial Services Firms

Oakside Consulting Group is a boutique firm dedicated to providing Salesforce solutions for investment firms. We are based in San Diego and San Francisco, but work with clients all over the US. Oakside is led by Stephen Camozzi who has years of experience both as a consultant and a technology leader in the wealth management space, including significant work with alternative investments. Stephen believes that the most successful engagements require a thorough understanding of a client's business, and he works hard to develop deep collaborative relationships with each client. Oakside never takes on a client unless we have both capacity and a solid understanding of the problems the client wants to solve. We are big believers in Salesforce as a platform for enabling even the most complex firms to gain efficiency and insight into their businesses.

Why Oakside?

Experience: We have years of experience working with a variety of firms on Salesforce projects. We've worked for Private Equity, RIA, Mortgage Banking, Real Estate investment, and other types of firms.
Trust: We work exclusively in environments where confidentiality and data security are high priorities. We understand cybersecurity deeply, and we are thinking about it every step of the way, even when you're not.
Independence: Though we are Salesforce consultants, our primary allegiance is to our clients. Salesforce is a stellar platform, but it is not necessarily the ideal choice for every requirement. If your problem can be solved with some other tool more inexpensively or efficiently, we will help guide your decision.