AI Buyer Insights:

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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 Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

Agw Capital Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
In 2022, Agw Capital Advisors implemented Microsoft 365 for Collaboration. The two person United States based financial services firm is using Microsoft 365 on their website and as a cloud SaaS tenant to centralize email, document storage, and team communication.
Agw Capital Advisors 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.
Agw Capital Advisors 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
In 2020, Agw Capital Advisors deployed Microsoft Azure Cloud Services to host and operate its public website. The implementation uses Microsoft Azure Cloud Services as the Application Hosting and Computing Services provider for web hosting, content delivery, and platform-managed compute for the firms external presence. Configuration reflects a small-business footprint, using managed compute resources and object storage for static assets, platform-managed TLS termination and HTTP routing, and content delivery acceleration consistent with Application Hosting and Computing Services capabilities. Operational scope is limited to the company website and related client-facing content, with the deployment relying on Microsoft's platform updates and managed security controls provided by Microsoft Azure Cloud Services.
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 2022 2022

IT Decision Makers and Key Stakeholders at Agw Capital Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Agw Capital Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Agw Capital Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Agw Capital Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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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.