AEA Investors
520 Madison Ave 40th floor,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-644-5900
Banking and Financial Services
AEA Investors Technographics
AEA Investors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AEA Investors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 AEA Investors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AEA Investors has purchased the following applications: Microsoft Dynamics NAV for ERP Financial in 2003, Microsoft 365 for Collaboration in 2021, Adobe Experience Cloud for Customer Experience in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AEA Investors is running and its propensity to invest more and deepen its relationship with Microsoft , Adobe Systems , Salesforce 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 AEA Investors revenues, which have grown to $95.0 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 AEA Investors 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.
AEA Investors Tech Stack and Enterprise Applications
AEA Investors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics NAV | ERP Financial | ERP | n/a | 2003 | 2004 |
In 2003, AEA Investors implemented Microsoft Dynamics NAV as an ERP Financial system to centralize its finance, accounting, treasury and payroll administration. The deployment covered corporate finance functions and extended reporting support for a UK subsidiary, aligning cash management and statutory reporting activities under a single application footprint.
Microsoft Dynamics NAV was configured to support cash transaction recording, wire transfer preparation and bank deposit processing, along with accounts payable, journal entry processing and production of financial statements for the UK subsidiary. The implementation included fixed assets management with depreciation and amortization schedules, a maintained fixed assets summary, and billing capabilities for reimbursable expenses, management fees to portfolio companies and staff expense invoicing. Expense control workflows were formalized to monitor accounts payable accuracy and timeliness, including American Express expense processing and routine account analyses.
The implementation integrated operational workflows with external payroll and benefits processes, reflecting biweekly payroll processing practices and regular review of ADP reports for accuracy and timeliness, plus administration of 401K contributions to Principal Financial. The rollout also involved conversion and records activities using Microsoft Word for Windows, Excel, Fasttrack, Pyramid, PC Docs, SoftSolutions, Javelan, SBT and Navi to consolidate financial records and audit copies of purchase invoices. Governance emphasized AP controls and approval of payroll reports to support consistent operational procedures across finance and human resources.
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AEA Investors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, AEA Investors deployed Microsoft 365 as its primary Collaboration platform. The implementation of Microsoft 365 established a centralized productivity and communication layer that is visible on the company website, positioning Microsoft 365 Collaboration as the foundation for corporate email, meetings and document workflows.
The deployment configured core Microsoft 365 capabilities including Exchange Online for email and calendaring, SharePoint Online for intranet and document management, OneDrive for personal file sync, Microsoft Teams for meetings and persistent chat, and the Office desktop and web apps for authoring and review. Governance focused on tenant-level configuration, centralized user provisioning and access controls, and document sharing policies to support investment deal teams, finance and administrative business functions.
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AEA Investors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Experience Cloud | Customer Experience | CRM | n/a | 2020 | 2020 |
In 2020 AEA Investors implemented Adobe Experience Cloud on their website. Adobe Experience Cloud is used as a Customer Experience solution to manage public web content and to enable visitor analytics and personalization across the firm’s site.
The deployment centers on the corporate website and leverages Adobe Experience Cloud to provide content management, experience personalization, analytics instrumentation, audience segmentation and digital asset delivery consistent with Customer Experience platform capabilities. Adobe Experience Cloud is configured to support content authoring and publishing workflows, client facing page experiences, and tracking for marketing and engagement touch points.
Operational ownership is concentrated in marketing and digital communications with coordination for investor relations content. Governance emphasizes editorial workflows, tag and data governance, and staged publishing controls to manage web content and visitor experiences. The implementation position is AEA Investors Adobe Experience Cloud Customer Experience website content and digital marketing, aligning platform capabilities with marketing operations and site governance.
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Marketing Automation | CRM |
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2017 | 2017 |
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AEA Investors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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AEA Investors 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at AEA Investors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Principal Investment Team | Director | Operations | |
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Partner | Director | Operations | |
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Partner | Director | Operations | |
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Apps Being Evaluated by AEA Investors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AEA Investors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AEA Investors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD AEA Investors Technographics
AEA Investors is a Banking and Financial Services organization based in United States,
with around 120 employees and annual revenues of $95.0 million.
AEA Investors operates a diverse technology stack with applications such as
Microsoft Dynamics NAV, Microsoft 365 and Adobe Experience Cloud,
covering areas like ERP Financial, Collaboration and Customer Experience.
AEA Investors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Adobe Systems.
AEA Investors recently adopted applications including
Microsoft 365 in 2021, Adobe Experience Cloud in 2020 and Twilio Sendgrid in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AEA Investors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AEA Investors’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 AEA Investors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.