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Agw Capital Advisors
Location
511 W Bay St Ste 310,
Tampa, 33606-2700, FL,
United States
Website
https://www.agwcapital.com/
Phone
1 813-254-4700
Artw industry
Banking and Financial Services
Employee
Revenue

Agw Capital Advisors Technographics

Agw Capital Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Agw Capital Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Agw Capital Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Agw Capital Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2022, Envestnet Tamarac for Portfolio and Investment Management in 2022, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Agw Capital Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Envestnet , Rackspace Technology 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 Agw Capital Advisors 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 Agw Capital Advisors 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.

Agw Capital Advisors 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 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Envestnet Legacy Envestnet Tamarac Portfolio and Investment Management Investment Management n/a 2022 2022
In 2022, Agw Capital Advisors implemented Envestnet Tamarac on its public website. The deployment positions Envestnet Tamarac as the firm’s Portfolio and Investment Management platform, providing web-accessible client reporting and portfolio oversight to support the advisory business function. The implementation leverages Envestnet Tamarac’s core Portfolio and Investment Management capabilities commonly associated with the category, including portfolio accounting, performance reporting, rebalancing workflows, and client portal delivery, configured to suit a two-person advisory operation. The solution is surfaced through the firm’s website to centralize investment administration and client access, using a cloud-hosted delivery model proportionate to the firm’s scale. Governance and operational ownership are centralized within the advisory team, concentrating configuration, reporting cadence, and access controls to align with client service workflows.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2020 2020
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Agw Capital Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Agw Capital Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Agw Capital Advisors Technographics

Agw Capital Advisors is a Banking and Financial Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.

Agw Capital Advisors operates a diverse technology stack with applications such as Microsoft 365, Envestnet Tamarac and Microsoft Azure Cloud Services, covering areas like Collaboration, Portfolio and Investment Management and Application Hosting and Computing Services.

Agw Capital Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Envestnet.

Agw Capital Advisors recently adopted applications including Microsoft 365 in 2022, Envestnet Tamarac in 2022 and Fastly in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Agw Capital Advisors’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 Agw Capital Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.