AI Buyer Insights:

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

Abundance Wealth Counselors
Location
232 Regent Ct,
State College, 16801, PA,
United States
Website
https://www.abundancellc.com/
Phone
1 814-861-3810
Artw industry
Banking and Financial Services
Employee
Revenue

Abundance Wealth Counselors Technographics

Abundance Wealth Counselors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Abundance Wealth Counselors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 16 Abundance Wealth Counselors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Abundance Wealth Counselors has purchased the following applications: Microsoft 365 for Collaboration in 2017, Intuit Mailchimp for Marketing Automation in 2022, Envestnet Tamarac for Portfolio and Investment 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 Abundance Wealth Counselors is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Intuit 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 Abundance Wealth Counselors 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 Abundance Wealth Counselors 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.

Abundance Wealth Counselors 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 2017 2017
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Mailchimp Marketing Automation CRM n/a 2022 2022
Tag Management CRM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Envestnet Legacy Envestnet Tamarac Portfolio and Investment Management Investment Management n/a 2022 2022
In 2022, Abundance Wealth Counselors implemented Envestnet Tamarac. Abundance Wealth Counselors is using Envestnet Tamarac as its Portfolio and Investment Management application and has surfaced the Envestnet Tamarac capabilities on its public website to present portfolio summaries and client facing reporting. The deployment emphasizes core Portfolio and Investment Management capabilities, including portfolio oversight, automated rebalancing workflows, consolidated performance reporting, and configurable client reporting templates, capabilities aligned with the category. Configuration work concentrated on advisor workflow mapping and web exposed reporting widgets that present custody and account level views in a simplified format appropriate for a 16 person advisory firm. Operational scope covers advisor teams and client services, positioning Envestnet Tamarac to support day to day portfolio management and client communications. Governance focused on internal data stewardship and content publishing controls for website exposure, with process changes to standardize who can publish client facing portfolio outputs and who manages reporting templates.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
IT Decision Makers and Key Stakeholders at Abundance Wealth Counselors
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Abundance Wealth Counselors Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Abundance Wealth Counselors Technographics

Abundance Wealth Counselors is a Banking and Financial Services organization based in United States, with around 16 employees and annual revenues of $2.0 million.

Abundance Wealth Counselors operates a diverse technology stack with applications such as Microsoft 365, Intuit Mailchimp and Envestnet Tamarac, covering areas like Collaboration, Marketing Automation and Portfolio and Investment Management.

Abundance Wealth Counselors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Intuit and Envestnet.

Abundance Wealth Counselors recently adopted applications including Slack Connect in 2022, Intuit Mailchimp in 2022 and Google Tag Manager in 2022, highlighting its ongoing modernization strategy.

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

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