AI Buyer Insights:

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

Accretive Wealth Management
Location
12657 Alcosta Blvd,
San Ramon, 94583-4438, CA,
United States
Website
https://www.accretivewealth.com/
Phone
1 925-365-1347
Artw industry
Professional Services
Employee
Revenue

Accretive Wealth Management Technographics

Accretive Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Accretive 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 2 Accretive 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 Accretive Wealth Management has purchased the following applications: Microsoft SharePoint for Enterprise Content Management in 2022, SS&C Advent Black Diamond for Asset and Wealth Management in 2022, Google Cloud Platform (GCP) for Application Hosting and Computing Services 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 Accretive Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Wix.com , SS&C Technologies 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 Accretive Wealth Management 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 Accretive 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.

Accretive Wealth Management Tech Stack and Enterprise Applications

Accretive Wealth Management Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft SharePoint Enterprise Content Management Content Management n/a 2022 2022
In 2022, Accretive Wealth Management implemented Microsoft SharePoint as an Enterprise Content Management solution on its public website. The deployment uses Microsoft SharePoint to host firm-facing content, centralize document storage for client materials and internal policies, and surface content through the company website. At a two-person operational scale the implementation is intentionally compact, focusing on content publishing workflows, permission-based access control, versioning, and metadata-driven document organization consistent with Enterprise Content Management practices. Governance is managed through SharePoint site permissions and lightweight approval workflows to control client document access and publishing, aligning content management with the firm business functions of client servicing and compliance.
Web Content Management Content Management 2022 2022
Accretive Wealth Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2022 2022
In 2022, Accretive Wealth Management deployed SS&C Advent Black Diamond on its public website. The firm uses SS&C Advent Black Diamond in an Asset and Wealth Management capacity to surface client portfolio data and deliver client-facing reporting through web-based interfaces. SS&C Advent Black Diamond at Accretive Wealth Management supports standard Asset and Wealth Management functional areas including portfolio accounting, consolidated reporting, performance analytics, and a client portal experience, aligning with common category workflows. Operational scope is concentrated on the firm advisory and client servicing functions given Accretive Wealth Management's two-person structure, with the application serving as the focal point for web-delivered client communications and reporting.
Accretive Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2021 2021
In 2021 Accretive Wealth Management implemented Google Cloud Platform (GCP) for Application Hosting and Computing Services to host and publicize its corporate website. The Google Cloud Platform (GCP) deployment is oriented to support the firm’s client-facing web presence and marketing content, aligning Application Hosting and Computing Services with external client engagement rather than internal back office systems. For a two person advisory firm the implementation footprint is compact and focused on web delivery rather than broad enterprise resource hosting. Configuration and functional scope center on standard hosting capabilities common to Application Hosting and Computing Services, including managed compute for site delivery, object storage for static assets, SSL TLS termination and DNS management, and basic logging and monitoring for availability. Integrations are limited to the website layer as observed, so operational coverage is confined to public facing marketing and client outreach functions. Governance and operational controls are consistent with a small team model, emphasizing centralized account access, minimal role segregation and lightweight change management for site updates.
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at Accretive Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Accretive Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Accretive Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Accretive Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Accretive Wealth Management Technographics
Accretive Wealth Management is a Professional Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.
Accretive Wealth Management operates a diverse technology stack with applications such as Microsoft SharePoint, SS&C Advent Black Diamond and Google Cloud Platform (GCP), covering areas like Enterprise Content Management, Asset and Wealth Management and Application Hosting and Computing Services.
Accretive Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, SS&C Technologies and Google.
Accretive Wealth Management recently adopted applications including Microsoft SharePoint in 2022, Wix.com in 2022 and SS&C Advent Black Diamond in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Accretive Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Accretive Wealth Management’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 Accretive Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.