CPBLTY - CPBLTY - AppExchange
Skip to NavigationSkip to Main Content

CPBLTY
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 2
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 1
  • Year this company was founded Founded 2025
CPBLTY
CPBLTY
Build Out Scale Up
70 + Successful Implementations
Our Process
Salesforce expertise built for financial services

CPBLTY is a Salesforce-focused technology consulting and CTO-as-a-Service firm built specifically for financial services. We help RIAs, independent advisors, wealth managers, Lenders, Banks, etc. get more out of Salesforce.

Highlights

  • We work exclusively in financial services — RIAs, wealth managers, and advisory firms. That means no ramp-up time, no generic playbooks. Just deep Salesforce expertise applied directly to the way your firm runs.
  • CPBLTY functions as your on-demand technology leader — helping you make smart decisions about your Salesforce stack, integrations, and roadmap without the cost of a full-time hire.
  • We don't hand off a config document and disappear. We map your processes, implement with precision, and stay engaged to make sure your Salesforce org keeps pace with your business.


Description

CPBLTY is a Salesforce-focused technology consulting and CTO-as-a-Service firm built specifically for financial services. We help RIAs, independent advisors, wealth managers, lenders, and banks get more out of Salesforce — from initial implementation to full-scale optimization. Our team brings deep expertise across Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Omnistudio, Apex, and the broader Salesforce ecosystem, with a hands-on approach that maps your business processes, implements best of class, and keeps you focused on what's next. We don't just configure software — we help you run a smarter firm.

Geographic Focus

United States
Idaho
Canada
Prince Edward Island

Languages

English

About CPBLTY CPBLTY is a Salesforce-focused technology consulting and CTO-as-a-Service firm built specifically for financial services. We help RIAs, independent advisors, wealth managers, Lenders, Banks, etc. to get more out of Salesforce — from initial implementation to full-scale optimization. Our team brings deep expertise across Financial Services Cloud, Sales Cloud, Service Cloud, Marketing Cloud, Omnistudio, Apex, and the broader Salesforce ecosystem, with a hands-on approach that maps your business processes, cleans up what's broken, and builds what's next. We don't just configure software — we help you run a smarter firm.

Headquarters
Rigby, Idaho, USA
Phone
8019187288