AI Buyer Insights:

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

Alpha Wealth Management
Location
220 N San Jacinto St,
Hemet, 92543-4401, CA,
United States
Website
https://www.alpha-wealth.com/
Phone
1 951-765-1200
Artw industry
Professional Services
Employee
Revenue

Alpha Wealth Management Technographics

Alpha Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Alpha Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Alpha Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Alpha Wealth Management has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2019, FMG Marketing PRO for Marketing Automation in 2022, Amazon EC2 for Application Hosting and Computing Services in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Alpha Wealth Management is running and its propensity to invest more and deepen its relationship with Google , Microsoft , Salesforce 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 Alpha Wealth Management 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 Alpha Wealth Management 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.

Alpha Wealth Management Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2019 2019
Collaboration Collaboration 2022 2022
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FMG Suite Legacy FMG Marketing PRO Marketing Automation CRM n/a 2022 2022
In 2022, Alpha Wealth Management implemented FMG Marketing PRO for Marketing Automation on its public website. The deployment uses FMG Marketing PRO as a hosted, web-embedded application to centralize digital client engagement and prospect capture for the ten-person advisory practice. Configuration emphasized core Marketing Automation capabilities common to the category, including email campaign management, embedded lead capture forms and landing pages, templated client newsletters, and automated drip sequences for prospect nurturing. The firm configured content templates, scheduling and segmentation rules, and compliance aware opt-in workflows to support advisor communications and recurring outreach cadences. Operational coverage centers on marketing and advisor communications within the United States, with a small internal administrator and advisor users responsible for content creation and approvals. Governance was organized around centralized template management and approval workflows, with website embedding and form handling owned by the marketing administrator to ensure consistent client messaging. FMG Marketing PRO is the primary Marketing Automation application supporting Alpha Wealth Management's website-based engagement.
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 2022 2022
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Alpha Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Alpha Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Alpha Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Alpha Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Alpha Wealth Management Technographics
Alpha Wealth Management is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Alpha Wealth Management operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), FMG Marketing PRO and Amazon EC2, covering areas like Collaboration, Marketing Automation and Application Hosting and Computing Services.
Alpha Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, FMG Suite and Amazon Web Services (AWS).
Alpha Wealth Management recently adopted applications including Microsoft 365 in 2022, Slack Connect in 2022 and FMG Marketing PRO in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Alpha Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Alpha Wealth Management’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 Alpha Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.