Boston, 02116-2653, MA,
United States
Agis Capital Technographics
Agis Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Agis Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6 Agis Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Agis Capital has purchased the following applications: Microsoft 365 for Collaboration in 2021, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2021, Amazon EC2 for Application Hosting and Computing Services in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Agis Capital is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Amazon Web Services (AWS) 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 Agis Capital 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 Agis Capital 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.
Agis Capital Tech Stack and Enterprise Applications
Agis Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Agis Capital implemented Microsoft 365 as its primary Collaboration platform. The small United States financial services firm of six employees lists Microsoft 365 usage on its public website, indicating organization wide adoption for core productivity and communication needs. Microsoft 365 is identified as the central application supporting email, document collaboration, and team communication within the firm.
The deployment follows a compact cloud first architecture consistent with Collaboration category deployments, leveraging core Microsoft 365 services such as Exchange Online for email, Microsoft Teams for synchronous communication, and SharePoint and OneDrive for document storage and collaboration. Administrative governance is managed through the Microsoft 365 administration surface with account provisioning, role based access controls, and tenant level settings aligned to a small team operational model. The implementation covers corporate administrative and client facing business functions, consolidating communications and document workflows under the Microsoft 365 application.
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Agis Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2021 | 2021 |
In 2021, Agis Capital implemented Salesforce Sales Cloud to support Sales Automation,CRM,Sales Engagement and embedded the platform on its public website for direct lead capture. The deployment is scoped to the firm’s sales and client relationship function, centralizing account, contact, and opportunity records within Salesforce Sales Cloud for a six person organization.
Configuration focused on standard Sales Cloud capabilities including lead management, opportunity management, account and contact management, activity tracking, and dashboards and reporting, using Salesforce Sales Cloud to structure sales engagement workflows. Integration is centered on website lead capture and web to lead form processing, with governance enforced through a designated internal administrator, configuration-driven user access controls, and formalized sales stage workflows to manage pipeline consistency.
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Agis Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2017 | 2017 |
In 2017, Agis Capital deployed Amazon EC2 to host its corporate website. Amazon EC2 is an Application Hosting and Computing Services offering providing elastic compute for the firm s public web presence.
The implementation uses Amazon EC2 virtual servers to run the web server stack and serve HTTP traffic for agiscapital.com, with instance provisioning and lifecycle management as core operational activities. Configuration and operational controls align with Application Hosting and Computing Services practices, including instance configuration, SSH key management, security group network controls, and routine operating system patching and maintenance workflows.
Operational scope is limited to the company s website and web infrastructure, managed by the small US based team, with an architecture that emphasizes cloud compute tenancy on AWS. Governance focuses on instance lifecycle, access control, and website availability procedures, reflecting a compact hosting and compute footprint using Amazon EC2.
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Agis Capital CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Agis Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Agis Capital Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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