Purchase, 10577-2515, NY,
United States
Altium Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Altium 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 3 Altium 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 Altium Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2022, Wix.com for Web Content Management in 2017, Salesforce Pardot for Marketing Automation in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Altium Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Wix.com , 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 Altium 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 Altium 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2022 | 2022 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wix.com | Legacy | Wix.com | Web Content Management | Content Management | n/a | 2017 | 2017 |
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Asset and Wealth Management | Investment Management |
|
2019 | 2019 |
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|
Portfolio and Investment Performance and Planning, Asset and Wealth Management | Investment Management |
|
2020 | 2020 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
|
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Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
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Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
|
2022 | 2022 |
|
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Content Delivery Network | IaaS |
|
2022 | 2022 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2022 | 2022 |
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