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Arcus Partners – Purpose-Built for Wealth Management

Arcus Partners helps SMB wealth management firms streamline technology, scale smarter, and deliver better client experiences. We are a cloud-first WealthTech and Managed Services provider, with 80+ years of leadership experience and deep partnerships with Salesforce and AWS.

Solutions
	•	Finity360™ – Salesforce apps for operations and onboarding
	•	SYNTHIFY™ – Secure Data Lake integrating multiple sources
	•	ArcusX AI™ – AI platform driving efficiency and compliance
	•	Arcus360™ – Managed Salesforce services
	•	Creative Edge™ – Content and marketing support

Why Arcus
	•	Proven WealthTech & financial expertise
	•	Salesforce & AWS certified
	•	Enterprise-grade innovation for SMBs
	•	Cloud-native, scalable, and flexible
	•	Collaborative, client-first approach

Arcus Partners equips firms to compete, grow, and thrive in the digital era.