About Cloven

Learn about us and our journey from simple beginnings to leaders in the fintech space. We have a strong corporate identity that grounds us as we grow.

“The Years of Learning”

Back in 2013, Massimo started the CRM consulting firm, BluRoot. He worked with SMBs to meet their specific CRM requirements. During this time he worked with financial advisors and insurance brokers who achieved great success with their custom CRM solution. Based on this success, the idea was born to build something for the broader market.

During this time, a similar phenomenon was happening among mortgage brokers Massimo was working with.

“This Model Works”

In 2018, Tom joined the firm. Through the lessons that BluRoot had learned over the years, he focused on building out-of-the-box, industry-specific solutions.

He started with mortgage brokers, and from this, BluMortgage was born. BluMortgage is now the #1 CRM in Canada for mortgage brokers.

But the opportunity for financial advisors still lingered…

“Seize the Opportunity”

Based on the huge success of BluMortgage, and the persistent demand for a better CRM for Financial Advisors, it was time to attack the market with full force. This was the inception of Cloven.

Cloven has grown incredibly quick- shaking the “status quo” for Financial Advisor CRMs.

With strong industry ties, and tremendous support from our clients, the sky is truly the limit for Cloven!

OUR COMMUNITY

Our Commitment to the Canadian Financial Industry

A MaRS Discovery District-backed venture

MaRS Discovery District is a not-for-profit corporation founded in Toronto, Ontario.

Proudly Canadian

All staff live and work within Canada. All development work takes place within Canada.

Massimo Ianniruberto

Co-CEO

Massimo is our president and founder of BluRoot. During his time in this role, he has worked with leaders in the insurance, mortgage and real estate industries. In his free time, he enjoys watching basketball and playing Gran Turismo.

Tom Hall

Co-CEO

Tom leads our industry-specific solutions, BluMortgage and Cloven. He also manages our Zoho products, BluText and WES, making sure they are cutting edge. In his free time, you can find Tom playing chess and watching football.

Trevor Hilton

Head Developer

Trevor is our Head Developer. He leads the development team in building features and integrations to ensure a great and fully integrated user experience for our clients. In his free time, Trevor likes to produce music.

Steph Brennan

Senior Consulting Associate

Steph is an Associate at Bluroot. This means that she works in all areas of the business, whether it’s implementing a new CRM solution or training and supporting existing clients- Steph does it all. In her free time, you can find her making artwork.

Shaira Mayers

Senior Consulting Associate

Shaira is a Senior Consulting Associate working in our Customer Success department. She implements Cloven system projects, manages clients’ onboarding process and supports operations. She loves plants and knitting and she used to be a professional gymnast, ranking in the top 10 in a World Wide competition.

Maryah Diulia

Marketing Manager

Maryah is our Marketing Manager. She creates and implements marketing strategies, campaigns and social media content. She loves space-related stuff, unicorns and soccer. When younger she used to sing on talent shows at her school and won 1st place in 2013!

Tony Trieu

Consulting Associate

Tony is a Consulting Associate. He helps implement new CRM projects and helps with clients’ onboarding and training. In his free time, you can find him playing Ultimate Frisbee or crocheting.

Nadia Shiwdin

Customer Success Manager

Nadia is our Customer Success Manager. She helps with Cloven Implementation, client management and retention, and supports operations. When she’s not working, you can find her climbing rocks, biking around town, or playing with her dog.

Our Values

Team First

Not every task supports your numbers directly. Sometimes we have to support someone else. We are strongest when our work supports each other’s success.

Transparency

Be clear and open with your work both among our team and to our clients.

No Waste / Purpose-Driven

Begin with the end in mind. Take deliberate actions and be mindful of possible outcomes.

Whatever you do, be the best

In your area of expertise, strive for excellence. We aren’t perfect but we aim to be 1% better every day.

Thrive in Ambiguity / Be Curious

Be excited to learn new things. New challenges are chances to grow and expand our abilities.

Win or Learn

Failure is a part of life. We embrace failure as an opportunity to learn new things and get 1% better.

Get Started with Cloven

Are you curious about what makes Cloven the fastest growing Financial Advisor CRM? Take it for a test drive to see for yourself!

Try Cloven for Free

Book a demo