Centersky
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Data Driven/Agentforce
AI KPI Trained.

Capital markets & alternative investment sponsors trust Centersky to operationalize their data — turning IT from a cost center into a revenue generator across the entire Business Value Chain.

Activate IT → Our Story
20+
Years in Capital Markets
8
Departments Connected
10×
Salesforce ROI Lift
2013
Innovation Award
☁ Salesforce
Certified Partner
Capital Markets & Alt Investment Specialists Deep Salesforce expertise built exclusively for Public Non-Traded REITs, DSTs, and alternative investment distribution — since 2006.
Purpose-Built

Technology built for alternative investment sponsors

The Centersky fintech team levels the playing field for sponsors, distributors, and capital markets firms — fully integrated, managed, and supported day to day.

Activate your data

CRM hygiene, CRD-driven dedup, FINRA + IAPD lookups. Your wholesalers' most valuable asset, finally operational.

Streamline workflows

Alert-centric environments, blind spot detection, automated nurture for One Ticket Wonders & Fallen Angels.

Skyrocket your ROI

Conference ROI tracking, Money in Motion, Reps in Motion — turn IT from a cost center into a revenue generator.

Interoperability

Automation, from department to department.

One Salesforce platform. Eight functions. Zero handoff friction. National Accounts, Marketing, Sales, Activity, Investor Relations, Data, API Integration and the Executive view — all wired into the same Capital Markets Business Value Chain.

See how it connects →
8-Department Loop
1 2 3 4 5 6 7 8 National Accounts Marketing Sales Activity Investor Relations Data API Integration Executives CENTERSKY Capital Markets IT
What We Build

Activate your data, streamline your workflows, skyrocket your ROI.

A short list of the capabilities our team plugs into your Salesforce stack — pick what you need, we configure the rest.

  • Alert-centric environment for wholesalers
  • Blind Spot Detection
  • Prospect-to-Producer Converter
  • One Ticket Wonders & Fallen Angels nurture
  • Conference ROI — campaigns, attendees, sales
  • Advisor Intelligence — big data meets your data
  • Money in Motion · Reps in Motion
  • Salesforce Marketing Cloud, Pardot & Marketo
  • AI-driven, real-time database segmentation
  • CRD-driven dedup & one-click broker check
  • Gross vs Net Rep Counts (FINRA Broker Check, IAPD)
  • Mobile voice-skill data updates & task creation
Continuous Delivery
PLAN BUILD CONTINUOUS INTEGRATE DEPLOY OPERATE Collaboration Collaboration CONTINUOUS FEEDBACK
How We Operate

Plan, build, integrate, deploy, operate — continuously.

Continuous integration, continuous feedback, continuous collaboration. We don't disappear after go-live — your Centersky team stays plugged in to the loop.

Before · After

The difference between activated IT and a cost center.

With Centersky

Business design efficiencies and process / workflow automation.

  • Single source of truth across departments
  • Automated alerts, KPI dashboards live
  • AI-driven segmentation & nurture
  • Salesforce experts on-call

Without us

Salesforce platform layer left to fend for itself.

  • Spreadsheets in every department
  • KPIs lag the business by weeks
  • Dedup & compliance done by hand
  • CRM debt compounds quietly

Are you putting your data to work for you?

Tell us about your CRM, distribution stack, and what you'd like to be running by next quarter. We reply within one business day.

Let's talk roadmap → How we work
Trusted Across Capital Markets
SECRegulator
FINRACompliance
IPAIndustry
Blue VaultResearch
AltigoPlatform
DakotaDistribution
AdvizorProData
FINTRXIntelligence
2013 Alternative Investment Sponsor Innovation Award Winner Innovating with integrity, compliance & excellence since 2006
Our Story

At the >center< of all you do.

Centersky is led by Gary Davi, an innovation award-winning Capital Markets / Alt Sponsor CTO, and a team of Salesforce administrators and developers who have each been involved directly in the Capital Markets business for 10+ years.

Information technology — specifically, a CRM platform — is no longer "optional". It's deeply embedded in every business process and is a key component your company relies on to track activity (or non-activity), and sales (or lack of sales), on a day-to-day basis.

Gary believes that the successful firms of the future will partner with fintech "technology platform specialists" with deep experience — constantly collaborating and innovating within the Capital Markets Business Value Chain. This type of synergy is absent from the traditional IT department.

Enter Centersky… at the center of all you do.

Centersky's Company Mission is to turn the IT department from a cost center into a revenue generator. Our mission is not to replace your IT department — it is to plug-in, energize, and activate IT.

What's your tech roadmap?
Don't have one?
We'd like to help.
Start the conversation → See capabilities
Get In Touch

Let's talk about your tech roadmap.

Reply within one business day. No sales pitch — just a conversation about where you are and where you want to go.

(949) 308-7444  ·  3419 Via Lido, #365, Newport Beach, CA 92663
CENTERSKY

Your trusted partner in the Public Non-Traded REIT and DST Alternative Investment Markets.

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(949) 308-7444
3419 Via Lido, #365
Newport Beach, CA 92663

© 2006–2026 Centersky, Inc. — All Rights Reserved
Innovating with integrity, compliance & excellence since 2006
Colossians 3:23 · 1 Corinthians 16:14 & 3:6-9 · Revelation 1:7 · 1 Thessalonians 4:13-14 & 16-18 · Hebrews 9:28 · Titus 3:14 · Ephesians 2:10 · Joshua 1:8 · Mark 14:62 · Philippians 2:4 · Matthew 5:16 · Romans 12:11 · Matthew 20:26
Centersky
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© 2015-2026 Centersky, Inc. - All Rights Reserved

Centersky, Inc. (949) 308-7444 | 3419 Via Lido, #365, Newport Beach, CA 92663
Colossians 3:23 | 1 Corinthians 16:14 & 3:6-9 | Revelation 1:7 | 1 Thessalonians 4 13-14 & 16-18 | Hebrews 9:28 Titus 3:14 | Ephesians 2:10 | Joshua 1:8 | Mark 14:62 | Philippians 2:4 | Matthew 5:16 | Romans 12:11 | Matthew 20:26