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Agile Investment Management
Location
139 London Drive,
Palm Coast, 32137, FL,
United States
Website
https://www.agileim.com/
Phone
1 917-969-8982
Artw industry
Banking and Financial Services
Employee
Revenue

Agile Investment Management Technographics

Agile Investment Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Agile Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Agile Investment 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 Agile Investment Management has purchased the following applications: Microsoft 365 for Collaboration in 2024, Automattic Jetpack CRM for CRM in 2025, Clearwater Platform for Portfolio and Investment Management 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 Agile Investment Management is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , Google 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 Agile Investment Management 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 Agile Investment 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.

Agile Investment Management 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 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2025 2025
Tag Management CRM 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Clearwater Analytics Legacy Clearwater Platform Portfolio and Investment Management Investment Management n/a 2020 2021
In 2020, Agile Investment Management implemented Clearwater Platform to address its Portfolio and Investment Management requirements. The deployment centered on Clearwater Platform capabilities such as investment accounting, consolidated reporting, performance attribution and risk analytics, aligning the application with the firm’s portfolio management needs. The deployment used a cloud-hosted Clearwater Platform instance as a centralized investment data repository and processing layer, aligning middle office and back office workflows with the Portfolio and Investment Management category. Configuration work emphasized accounting ledgers, instrument-level valuation workflows and automated reporting chains to support a compact operational footprint for a 10 employee firm. Operational coverage targeted portfolio management, risk oversight and investment accounting functions across the firm’s advisory and trading activities. Governance focused on centralized data models and standardized reporting templates, with a staged rollout to integrate reporting and compliance workflows while limiting operational disruption.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2024 2024
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2024 2024
IT Decision Makers and Key Stakeholders at Agile Investment Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Agile Investment Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Agile Investment Management Technographics

Agile Investment Management is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $2.0 million.

Agile Investment Management operates a diverse technology stack with applications such as Microsoft 365, Automattic Jetpack CRM and Clearwater Platform, covering areas like Collaboration, CRM and Portfolio and Investment Management.

Agile Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Automattic and Clearwater Analytics.

Agile Investment Management recently adopted applications including Automattic Jetpack CRM in 2025, Microsoft 365 in 2024 and Google Tag Manager in 2024, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Agile Investment 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 Agile Investment Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.