AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Fluke Corporation, 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Fluke Corporation, 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

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

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

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

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

Abbrea Capital
Location
300 Drakes Landing Rd. Suite 172,
Greenbrae, 94904, CA,
United States
Website
https://www.abbrea.com/
Phone
1 415-894-0077
Artw industry
Banking and Financial Services
Employee
Revenue

Abbrea Capital Technographics

Abbrea Capital Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Abbrea Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Abbrea Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Abbrea Capital has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2016, Sentry for Application Performance Management in 2023, Addepar for 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 Abbrea Capital is running and its propensity to invest more and deepen its relationship with Google , Salesforce , Functional Software 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 Abbrea Capital revenues, which have grown to $4.0 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 Abbrea Capital 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.

Abbrea Capital Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Functional Software Legacy Sentry Application Performance Management ITSM n/a 2023 2023
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Addepar Legacy Addepar Asset and Wealth Management Investment Management n/a 2022 2022
In 2022, Abbrea Capital implemented Addepar, Apps Category . Abbrea Capital deployed Addepar on their website to present consolidated portfolio views and client-facing reporting to advisors and clients. Addepar is configured as a web-embedded SaaS instance that centralizes portfolio data aggregation, performance reporting, and client dashboard delivery for the firm. The implementation concentrates functional coverage on advisory and client service workflows, with configuration of portfolio reporting templates and role based access controls. Governance and operational ownership remain with internal operations and advisory staff, focused on content curation for public presentation and controlled advisor and client access to embedded portfolio views.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016
IT Decision Makers and Key Stakeholders at Abbrea Capital
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Abbrea Capital Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Abbrea Capital Technographics

Abbrea Capital is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $4.0 million.

Abbrea Capital operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), Sentry and Addepar, covering areas like Collaboration, Application Performance Management and Asset and Wealth Management.

Abbrea Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, Functional Software and Addepar.

Abbrea Capital recently adopted applications including Sentry in 2023, Slack Connect in 2022 and Addepar in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Abbrea Capital’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 Abbrea Capital technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.