AI Buyer Insights:

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● 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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● 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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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, Comarch Wealth Management, FIS SunGard AddVantage, Broadridge Dataphile, CGI Wealth360, Charles River Wealth Management, SEI Wealth Platform, SimCorp Asset Manager, FNZ Wealth Platform, Linedata Asset Management Platform, Intralink Wealth Management, InvestCloud Digital Wealth and many others.

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Logo Vendor Product Category Market Records
Redblack Software RedBlack Cloud Asset and Wealth Management Investment Management 1
HeirWealth HeirWealth Atlas Asset and Wealth Management Investment Management 1
Plain Solutions Plain Wealth Asset and Wealth Management Investment Management 1
Redblack Software RedBlack Desktop Asset and Wealth Management Investment Management 0
Showing 61 to 64 of 64 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