Bluroot is the #1 FinTech CRM (customer relationship management) company in Canada. We have 2 products: BluMortgage, a CRM for mortgage brokers and Cloven, a CRM for financial advisors. With the emergence of direct-to-consumer brands like Nesto and WealthSimple, mortgage brokers and financial advisors can no longer compete on access-to-product. Instead, both industries are pivoting to become their client's trusted advisor in all financial matters. To achieve this at scale, good client tracking and automated processes are essential. Bluroot is one of Canada's fastest growing companies according to the Globe and Mail's 2024 list.