AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

Aldrich Wealth
Location
5665 SW Meadows Rd 200,
Lake Oswego, 97035, OR,
United States
Website
https://www.wealthadvisors.com/
Phone
1 503-620-4489
Artw industry
Banking and Financial Services
Employee
Revenue

Aldrich Wealth Technographics

Aldrich Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Aldrich Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Aldrich Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Aldrich Wealth has purchased the following applications: Canoe Intelligence for Intelligent Document Processing in 2026 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Aldrich Wealth is running and its propensity to invest more and deepen its relationship with Canoe 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 Aldrich Wealth revenues, which have grown to $6.0 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 Aldrich Wealth 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.

Aldrich Wealth Tech Stack and Enterprise Applications

Aldrich Wealth Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Canoe Legacy Canoe Intelligence Intelligent Document Processing Content Management n/a 2026 2026
In 2026, Aldrich Wealth implemented Canoe Intelligence as an Intelligent Document Processing solution to automate and streamline alternative investments operations. The Canoe Intelligence deployment was scoped to support the firm’s private wealth and fiduciary advisory business lines, with particular emphasis on alts operations and investment operations workflows. Canoe Intelligence was configured to deliver core Intelligent Document Processing capabilities, including document ingestion, machine learning extraction and classification, entity normalization, metadata tagging, and human-in-the-loop validation queues. Configuration work emphasized configurable extraction templates and mapping of extracted fields to a normalized data model, addressing document types common to alternatives and private wealth workstreams. Operational coverage centered on investment operations and advisory teams at Aldrich Wealth, with governance controls implemented through role-based review queues and audit trails to support recordability and compliance workflows. The implementation documented intake and review processes, established standardized extraction-to-data-model mapping, and prepared normalized outputs for downstream investment operations and reporting processes.

IT Decision Makers and Key Stakeholders at Aldrich Wealth

First Name Last Name Title Function Department Email Phone
Managing Director Private Investments CXO Investment
Chief Investment Officer CXO Investment
Director Of Operations Director Operations
Show All Contacts

Apps Being Evaluated by Aldrich Wealth Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Aldrich Wealth IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Aldrich Wealth digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Aldrich Wealth Technographics
Aldrich Wealth is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $6.0 million.
Aldrich Wealth operates a diverse technology stack with applications such as Canoe Intelligence, covering areas like Intelligent Document Processing.
Aldrich Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Canoe.
Aldrich Wealth recently adopted applications including Canoe Intelligence in 2026, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Aldrich Wealth’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Aldrich Wealth’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 Aldrich Wealth technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.