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401K Generation
Location
195 International Pkwy Ste 311,
Lake Mary, 32746-5071, FL,
United States
Website
https://www.401kgeneration.com/
Phone
1 407-689-6689
Artw industry
Professional Services
Employee
Revenue

401K Generation Technographics

401K Generation Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by 401K Generation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 401K Generation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that 401K Generation has purchased the following applications: Microsoft 365 for Collaboration in 2015, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021, eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems 401K Generation is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , eMoney Advisor or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing 401K Generation revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for 401K Generation intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

401K Generation Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Sales Cloud Sales Automation, CRM, Sales Engagement CRM n/a 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eMoney Advisor Legacy eMoney Advisor Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management n/a 2022 2022
In 2022, 401K Generation began using eMoney Advisor as its primary client-facing planning and portfolio tool. 401K Generation uses eMoney Advisor in the Portfolio and Investment Performance and Planning,Asset and Wealth Management category, and the application is surfaced on the firm website to support advisor to client engagement and client portal access. The deployment is implemented at firm level for the small professional services advisory team, where eMoney Advisor provides standard category-aligned capabilities such as financial planning workspaces, interactive cash flow and retirement planning tools, and portfolio performance reporting and aggregation for client-facing presentations. Configuration and operational use center on advisor workflows and client onboarding, with the eMoney Advisor client portal integrated into the public website to deliver secure access for clients and to centralize planning artifacts and contact-level financial profiles for the advisory team.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2014 2014
IT Decision Makers and Key Stakeholders at 401K Generation
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by 401K Generation Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD 401K Generation Technographics

401K Generation is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

401K Generation operates a diverse technology stack with applications such as Microsoft 365, Salesforce Sales Cloud and eMoney Advisor, covering areas like Collaboration, Sales Automation, CRM, Sales Engagement and Portfolio and Investment Performance and Planning, Asset and Wealth Management.

401K Generation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Salesforce and eMoney Advisor.

401K Generation recently adopted applications including Slack Connect in 2022, eMoney Advisor in 2022 and Salesforce Sales Cloud in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of 401K Generation’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates 401K Generation’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete 401K Generation technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.