AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

Top Asset and Wealth Management Software Apps, Market Size and Forecast

Since 2010, our global team of researchers has been studying the patterns of the Asset and Wealth Management software purchases by customers around the world, aggregating massive amounts of data points that form the basis of our Asset and Wealth Management software market size and forecast assumptions and perhaps the rise and fall of certain Asset and Wealth Management vendors.

Custom data cuts related to the Asset and Wealth Management software market are available:
  • Top 10 Asset and Wealth Management software vendors, market share, 2010-to-present, and five-year forecast
  • 2010-to-present Asset and Wealth Management software market by revenue Type (on-prem vs cloud vs AI)
  • 2010-to-present Asset and Wealth Management software market by customer size (revenue, employees, asset)
  • 2010-to-present Asset and Wealth Management software market by industry (21 verticals)
  • 2010-to-present Asset and Wealth Management software market by geography (city, state, country, region)
  • 2010-to-present Asset and Wealth Management software market by channel (direct vs indirect)
  • 2010-to-present Asset and Wealth Management software market by product market share

Some of the Asset and Wealth Management apps that we have been tracking include: eMoney Advisor, SS&C Advent Black Diamond, Temenos Infinity Wealth (ex WealthSuite), Addepar, BlackRock Aladdin Wealth, Finantix Digital Financial Platform, Bravura Sonata Alta Platform, Avaloq Wealth, Accutech Cheetah, Fiserv Unified Wealth Platform, FIS SunGard AddVantage, Broadridge Dataphile, CGI Wealth360, Charles River Wealth Management, InvestCloud Digital Wealth, SEI Wealth Platform, SimCorp Asset Manager, Linedata Asset Management Platform, Intralink Wealth Management, Comarch Wealth Management and many others.

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Filters
Logo Vendor Product Category Market Records
eMoney Advisor eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 744
SS&C Technologies SS&C Advent Black Diamond Asset and Wealth Management Investment Management 178
Temenos Temenos Infinity Wealth (ex WealthSuite) Asset and Wealth Management Investment Management 96
Addepar Addepar Asset and Wealth Management Investment Management 67
BlackRock BlackRock Aladdin Wealth Asset and Wealth Management Investment Management 9
Finantix S.p.A Finantix Digital Financial Platform Asset and Wealth Management Investment Management 6
Bravura Solutions Bravura Sonata Alta Platform Asset and Wealth Management Investment Management 5
Avaloq Avaloq Wealth Asset and Wealth Management Investment Management 5
Miles Software Miles MoneyWare Wealth Management Asset and Wealth Management Investment Management 4
InvestCloud InvestCloud Digital Wealth Asset and Wealth Management Investment Management 4
Showing 1 to 10 of 61 entries

Buyer Intent: Companies Evaluating Asset and Wealth Management Apps

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Asset and Wealth Management applications. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Asset and Wealth Management apps include:

  1. Cofinpro Germany, a Germany based Professional Services organization with 250 Employees
  2. AdvancedAIS, a Canada based Banking and Financial Services company with 15 Employees
  3. CIBC Capital Markets, a Canada based Banking and Financial Services organization with 1256 Employees
Logo Company Industry Employees Revenue Country Evaluated
Cofinpro Germany Professional Services 250 $32M Germany 2025-09-09
AdvancedAIS Banking and Financial Services 15 $3M Canada 2025-09-03
CIBC Capital Markets Banking and Financial Services 1256 $1.5B Canada 2025-07-29
Professional Services 5922 $2.0B Canada 2025-07-24
Leisure and Hospitality 10 $1M United States 2025-06-26
Banking and Financial Services 5500 $60M India 2025-03-25
Professional Services 110 $15M Philippines 2025-03-07
Education 19957 $6.9B United States 2024-12-10
Professional Services 20 $2M United Arab Emirates 2024-07-23
Education 5805 $1.1B United States 2024-06-23
FAQ - APPS RUN THE WORLD Asset and Wealth Management Software Coverage

Asset and Wealth Management is a software category within the Investment Management market used by organizations across 21+ industries.

The most adopted Asset and Wealth Management apps include eMoney Advisor, SS&C Advent Black Diamond, Temenos Infinity Wealth (ex WealthSuite), Addepar, BlackRock Aladdin Wealth, Finantix Digital Financial Platform, Bravura Sonata Alta Platform, Avaloq Wealth, Miles MoneyWare Wealth Management and InvestCloud Digital Wealth.

Category leaders by customer count include eMoney Advisor, SS&C Technologies, Temenos, Addepar, BlackRock, Finantix S.p.A, Bravura Solutions, Avaloq, Miles Software and InvestCloud.

We currently track 61 Asset and Wealth Management applications with 1277 verified customer records.

The dataset is updated daily, covers historical records since the 1990s, and is revalidated once per year.

Over the last 12 months we recorded 14 active evaluations in Asset and Wealth Management, including Cofinpro Germany, AdvancedAIS and CIBC Capital Markets.

Subscribe to APPS RUN THE WORLD to access complete Asset and Wealth Management datasets, including customer lists, firmographics, technographics, and deployment details.