At Longshore, our journey begins with a distinctive vision shaped by years of hands-on experience within the financial industry. Founded by a seasoned expert who intimately understands the challenges posed by existing vendors, we embark on a mission to revolutionize the landscape for Financial Service Providers. Our founder, having relied on various vendors for years, recognized a critical need for change.

In an industry where technology vendors have grown inorganically, resulting in a patchwork of products needing more seamless integration and burdened by outdated technology, we stand out with a unique proposition. As a startup Financial Service Provider or even a medium to large-scale entity, the struggle to find existing solutions with API integrations, cloud-native capabilities, and easy automation is all too familiar.

Longshore’s core strength lies in its commitment to a unified data model and the ‘API’s First’ principle. This philosophy ensures seamless integration and empowers AI, automation, and holistic control over client data and experiences. Regardless of the products or solutions Longshore offers, we prioritize maintaining a golden copy of data for our clients.

What sets us apart is our innovative technology stack and our comprehensive suite of offerings. Longshore goes beyond conventional CRM/CLM solutions by providing a workflow platform that enhances operational transparency. This unique combination is unparalleled in the market, giving our clients a holistic and streamlined experience.

In the Client Lifecycle Management (CLM) space, Longshore excels in the agility of our development and execution. Onboarding clients becomes a breeze with our light-touch approach, a testament to our commitment to minimizing the efforts required from our clients.

Recognizing that most competitive offerings are cost-prohibitive for small and medium-sized RIAs and Financial Service Providers, Longshore focuses on democratizing access to cutting-edge solutions. Our goal is not just to be a vendor but a strategic partner contributing significantly to the growth and success of the financial sector.

At Longshore, our ‘why’ is rooted in the belief that technology should be an enabler, not a barrier. Our passion is to empower financial institutions with the tools they need to elevate their clients, digital experiences, and data entirely. With Longshore, “the future of financial technology is not just innovative – it’s accessible, seamless, and built for your success.”