Consultant
relations
Give your team shared context on researchers, field consultants, and the relationships around each mandate.
Coordinate outreach across your firm so every conversation builds on what colleagues already know.
More introductions
Less guesswork
Your firm knows more than any one person does. Shareback surfaces unseen relationships, finds the best routes to new conversations, and automatically shares crucial client knowledge across your team.
Book a demoOne relationship,
a hundred scattered details
Across inboxes, teams, and years of conversations,
the full picture is hard to hold.
Shareback brings it all together
Connect the dots, find the shortest path to the people you need to reach, and learn how to win them over.
For work built on relationships
Consultant
Institutional
sales
Help your sales team find a path to prospective institutions through relationships across your firm.
Carry context through long decision cycles, so outreach stays relevant as people and priorities change.
RIAs
Help advisers uncover introductions through your firm’s existing client and professional networks.
Share relationship history across the team, so growth and handoffs do not depend on one person’s memory.
Wealth
management
Give your team a shared understanding of relationships across clients, and their advisers.
Preserve context through team changes and generational transitions, so clients experience continuity across your firm.
Built on experience
Backed by
Our team has worked at
With angel investors from
and
Part of Google for Startups