London, W1J 9EH,
United Kingdom
Advbeca Technographics
Advbeca Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Advbeca and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Advbeca employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Advbeca has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2018, Wix.com for Web Content Management in 2021, Morningstar Pitchbook for CRM and Investor Relationship 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 Advbeca is running and its propensity to invest more and deepen its relationship with Google , Wix.com , Morningstar 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 Advbeca 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 Advbeca 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.
Advbeca Tech Stack and Enterprise Applications
Advbeca Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Advbeca deployed Google Workspace (Formerly Google G-Suite) to address Collaboration requirements for its UK banking and financial services operations. The deployment is visible on the Advbeca website, indicating domain-level provisioning of Google Workspace (Formerly Google G-Suite) services for advbeca.co.uk and signaling use of hosted email and collaboration endpoints tied to the corporate domain.
Configuration and operational scope focused on core Collaboration capabilities typical of Google Workspace, including Gmail for domain email, Calendar for scheduling, Drive and Docs for document creation and shared storage, and centralized tenant administration via the Google Workspace admin console. For a 10-employee firm the implementation emphasized user account provisioning, domain-managed email routing and access controls, with governance expected to center on centralized administration, role-based access and basic data retention settings to align Collaboration tooling with client services and internal operations.
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Advbeca Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wix.com | Legacy | Wix.com | Web Content Management | Content Management | n/a | 2021 | 2021 |
In 2021, Advbeca deployed Wix.com as its Web Content Management platform for its corporate website in the United Kingdom. The Wix.com deployment centralizes content authoring and template-driven site design, provides hosted delivery and responsive rendering, and supports marketing and customer engagement touchpoints on the public site. Implementation choices emphasize low-code content management suited to a small 10 person organization, enabling rapid page creation and template reuse.
The configuration focuses on standard Web Content Management capabilities, including a WYSIWYG content editor, template and theme configuration, a media asset library, SEO configuration, and form-based lead capture to support communications and client inquiry workflows. Content governance and publishing workflows were structured around a small marketing and operations team, using role-based access and editorial approval controls provided by the Wix.com platform. The implementation centers on the corporate website as Advbeca's primary digital channel, with operational ownership kept internal to the company.
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Advbeca Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Morningstar | Legacy | Morningstar Pitchbook | CRM and Investor Relationship Management | Investment Management | n/a | 2022 | 2022 |
In 2022, Advbeca implemented Morningstar Pitchbook as its CRM and Investor Relationship Management solution. The deployment positioned Morningstar Pitchbook at the center of the firm’s deal sourcing and investor outreach workflows, enabling advisors and leadership to extend prospecting beyond local markets to financial institutions, private equity, venture capital, mezzanine debt providers, and high net worth individuals throughout the globe.
Advbeca uses Morningstar Pitchbook to perform research on company leaders and business histories, conduct in-depth analysis on business segments and target companies, monitor transactions within specific sectors, and create clustered investor lists by strategy, location, and deal type. The firm also relies on Pitchbook for contact data enrichment and continuous news monitoring, embedding these capabilities into its CRM and Investor Relationship Management processes to support prospect qualification and investor mapping.
Operationally the application is used by Advbeca’s advisors and managing partners as the primary source for investor discovery and engagement during multi-month deal cycles. Morningstar Pitchbook supports workflow-driven activities across deal sourcing, investor relations, diligence preparation, and client advisory functions, and it informs the firm’s decisioning around fit and leadership compatibility when structuring partnerships.
Outcomes reported by Advbeca include broadened reach and access to data and contacts not previously available, and the ability to carve out a differentiated advisory offering for clients. The firm cites Morningstar Pitchbook as a tool that helps advisors take a long-term approach to deals, guiding processes from investor identification through closing and eventual liquidity events.
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Advbeca 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Advbeca
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Advbeca Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
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