New York, n/a, NY,
United States
Alembic Global Advisors Technographics
Alembic Global Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Alembic Global Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Alembic Global 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 Alembic Global Advisors has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, BlueMatrix for Content Management in 2019, SS&C Tier1 CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Alembic Global Advisors is running and its propensity to invest more and deepen its relationship with Google , GoDaddy , Microsoft 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 Alembic Global 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 Alembic Global 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.
Alembic Global Advisors Tech Stack and Enterprise Applications
Alembic Global Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2025 | 2025 |
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Alembic Global Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, Alembic Global Advisors deployed BlueMatrix as their Content Management platform for its public website. The BlueMatrix installation is used to publish firm information, regulatory disclosures, and investor-facing materials on alembicglobal.com, reflecting the firm’s banking and financial services focus and small organizational scale.
The BlueMatrix configuration centers on content publishing workflows, a document repository for investor reports, template-driven web pages, and role-based access controls to segregate editing and publishing responsibilities. Editorial workflows and approval routing were implemented to control publication of compliance-sensitive content, with scheduled publishing used for timed distribution, aligning with standard Content Management functional workflows for asset organization and content lifecycle management.
Operational ownership is concentrated within a compact communications and investor relations function in the United States, with a small set of administrators handling templates, permissions, and content updates. The deployment is surfaced on the firm website and does not indicate broader enterprise integrations, so governance emphasizes content approval, versioning, and auditability to meet financial services disclosure and investor communication requirements. BlueMatrix is the primary Content Management application supporting Alembic Global Advisors web content and investor document management.
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Web Content Management | Content Management |
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2015 | 2015 |
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Alembic Global Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Tier1 CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Alembic Global Advisors implemented SS&C Tier1 CRM to solve client-tracking and consumption-reporting challenges for its equity research operations in North America. The implementation focused on CRM led workflows, consolidating large volumes of research-consumption data to enable timely client outreach and research distribution insights.
The deployment emphasized the SS&C Tier1 CRM consumption reporting module and research-distribution workflows, configuring the platform to capture consumption events, link research assets to client records, and generate consolidated consumption reports. Configuration work prioritized activity tracking, report automation, and standardized record schemas to make research-consumption signals actionable within CRM workflows.
Operational coverage centered on equity research and client-facing teams across North America, aligning research distribution processes with client relationship management and outreach functions. Integrations are not specified in source materials, therefore the narrative limits system references to the SS&C Tier1 CRM implementation and its internal consumption reporting capabilities.
Governance changes emphasized centralized consumption reporting and standardized outreach triggers to accelerate insight-to-outreach cycles for research analysts and distribution teams. Reported outcomes from the deployment include improved consumption reporting and faster insights for outreach, driven by consolidated research-consumption data and CRM-based distribution workflows.
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Alembic Global Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Domain Name System (DNS) | IaaS |
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2016 | 2016 |
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Domain Name System (DNS) | IaaS |
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2025 | 2025 |
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Alembic Global Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2015 | 2015 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2013 | 2013 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Alembic Global Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Alembic Global Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||