Access Wealth Management Technographics

Discover the latest software purchases and digital transformation initiatives being undertaken by Access Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 27 Access Wealth 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 Access Wealth Management has purchased the following applications: GoDaddy for Application Hosting and Computing Services in 2013, SS&C Advent Black Diamond for Asset and Wealth Management in 2022, Redtail CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Access Wealth Management is running and its propensity to invest more and deepen its relationship with GoDaddy , SS&C Technologies , Fastly 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 Access Wealth Management revenues, which have grown to $3.0 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 Access Wealth 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.