Hamburg, 20457,
Germany
7orca Asset Management Technographics
7orca Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by 7orca Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 7orca Asset Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that 7orca Asset Management has purchased the following applications: Hubspot Marketing Automation for Marketing Automation in 2022, S&P Global thinkFolio (ex IHS Markit thinkFolio) for Portfolio and Investment Management in 2019, Usercentrics Consent Management Platform (CMP) for Governance, Risk and Compliance in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems 7orca Asset Management is running and its propensity to invest more and deepen its relationship with HubSpot , S&P Global , Usercentrics 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 7orca Asset Management revenues, which have grown to $2.0 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 7orca Asset Management 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.
7orca Asset Management Tech Stack and Enterprise Applications
7orca Asset Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Marketing Automation | Marketing Automation | CRM | n/a | 2022 | 2022 |
In 2022, 7orca Asset Management implemented Hubspot Marketing Automation as its Marketing Automation platform. The deployment is focused on the company website, where Hubspot Marketing Automation is used to capture and manage inbound leads for the Germany based asset manager.
The implementation configures standard Marketing Automation capabilities including embedded tracking code and web forms, landing page hosting, contact and company record management, email campaign workflows, list segmentation, and behavioral tracking for lead capture and nurture. Hubspot Marketing Automation is instrumented to maintain a centralized marketing contact database and to run automated nurture workflows and basic campaign reporting.
Operational ownership is retained in house, with the platform supporting marketing and sales lead management within the 20 person firm. Governance emphasizes centralized asset control and defined campaign approval and publishing workflows, and the rollout is limited to the firm s public digital touchpoints where the Hubspot Marketing Automation tracking and forms are embedded.
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7orca Asset Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| S&P Global | Legacy | S&P Global thinkFolio (ex IHS Markit thinkFolio) | Portfolio and Investment Management | Investment Management | n/a | 2019 | 2019 |
In 2019 7orca Asset Management went live on S&P Global thinkFolio (ex IHS Markit thinkFolio) to support Portfolio and Investment Management activities for its institutional clients. The deployment was targeted at enabling the firm’s currency overlay program and short volatility strategies, establishing thinkFolio as a core component of 7orca’s technology infrastructure during a rapid growth phase that produced €1.5 billion AUM in the first 12 months.
S&P Global thinkFolio was configured to provide portfolio modeling, cash management and order management capabilities aligned to quantitative hedging workflows. The implementation emphasized configurable strategy templates and portfolio simulation to operationalize FX overlay rules while also supporting ad hoc workflows for short volatility mandates, enabling 7orca to embed thinkFolio into its proprietary investment process and software architecture.
Operational integration included electronic connectivity to FIX trading venues for execution, linking thinkFolio order management with external execution endpoints and internal trade processing. The architecture supported end to end portfolio administration from modeling through execution and cash handling, with integrations focused on execution connectivity and internal orchestration rather than broad third party system consolidation.
Governance and operational controls were configured to meet local German compliance requirements, with security and audit capabilities validated for domiciled client operations. The implementation is reported to have reduced operational risk and improved efficiency, and it was positioned to enable scalable onboarding of new institutional clients or expansion into additional asset classes and strategies.
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7orca Asset Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Usercentrics | Legacy | Usercentrics Consent Management Platform (CMP) | Governance, Risk and Compliance | TRM | n/a | 2020 | 2020 |
In 2020, 7orca Asset Management implemented Usercentrics Consent Management Platform (CMP) on its public website. The Usercentrics Consent Management Platform (CMP) is used to capture user consent, manage granular preference settings, and maintain consent records in support of Governance, Risk and Compliance responsibilities for privacy and marketing control.
Deployment is implemented client-side with the Usercentrics Consent Management Platform (CMP) embedded into site pages to render consent banners, present a preference center, and enforce consent persistence and categorization across cookies and local storage. The operational scope is the public website, and the implementation impacts legal, privacy, marketing and front-end product functions by standardizing consent workflows and producing auditable consent logs that feed governance and compliance processes. Configuration and policy management are handled through the CMP administrative console where consent categories, banner behavior, and retention rules are defined to ensure consistent application of consent policies across the site.
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7orca Asset Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at 7orca Asset Management
Apps Being Evaluated by 7orca Asset Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
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