AI Buyer Insights:

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Top Investor Onboarding Software Apps, Market Size and Forecast

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

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

Some of the Investor Onboarding apps that we have been tracking include: AdvisorEngine Digital Onboarding, Fenergo Client Onboarding, Infosys Finacle Digital Onboarding, Advisor360 Onboarding, Puritas PureClient, Capital Customer Onboarding, InvestCloud Digital Wealth Onboarding, Accutech Cheetah FLOW, Dynamo Investor Relations Management, FNZ Investor Onboarding, KlarityRisk Investor OnBoarding, Contemi Client Onboarding, Caruso Investor Onboarding, RightCapital Client Onboarding, S&P Global Investor Onboarding (ex IHS Markit Investor Onboarding), Atominvest Onboarding, SS&C Intralinks Fundraising and Investor Onboarding, Anduin Fund Subscription, Altvia Monitor the Portfolio, Altvia OnboardingBridge and many others.

Clear Filters Apply Filters
Filters
Logo Vendor Product Category Market Records
AdvisorEngine AdvisorEngine Digital Onboarding Investor Onboarding Investment Management 5
Fenergo Fenergo Client Onboarding Investor Onboarding Investment Management 4
Puritas Puritas PureClient Investor Onboarding Investment Management 3
Infosys Infosys Finacle Digital Onboarding Investor Onboarding Investment Management 3
Capital Banking Solutions Capital Customer Onboarding Investor Onboarding Investment Management 3
Advisor360 Advisor360 Onboarding Investor Onboarding Investment Management 3
NEC Corporation Avaloq Wealth Client Onboarding Investor Onboarding Investment Management 3
Allvue Systems Allvue Investor & Investment Management CRM and Investor Relationship Management, Investor Onboarding Investment Management 3
Vestlane Vestlane Investor Onboarding Platform Investor Onboarding Investment Management 3
Altvia Solutions Altvia OnboardingBridge Investor Onboarding Investment Management 3
Showing 1 to 10 of 29 entries

Buyer Intent: Companies Evaluating Investor Onboarding Apps

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

  1. Hecht Kugellager, a Germany based Distribution organization with 28 Employees
  2. AdvancedAIS, a Canada based Banking and Financial Services company with 15 Employees
  3. Glade Brook Capital Partners, a United States based Banking and Financial Services organization with 30 Employees
Logo Company Industry Employees Revenue Country Evaluated
Hecht Kugellager Distribution 28 $8M Germany 2025-10-14
AdvancedAIS Banking and Financial Services 15 $3M Canada 2025-09-03
Ace Management Partners Banking and Financial Services 10 $1M United States 2025-07-27
Banking and Financial Services 30 $3M United States 2025-07-03
Banking and Financial Services 5500 $60M India 2025-03-21
Banking and Financial Services 172 $60M United Kingdom 2025-02-27
Professional Services 200 $24M United Kingdom 2024-10-31