AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

Altium Wealth Management
Location
2500 Westchester Ave Ste 210,
Purchase, 10577-2515, NY,
United States
Website
https://www.altiumwealth.com/
Phone
1 914-777-2500
Artw industry
Professional Services
Employee
Revenue

Altium Wealth Management Technographics

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

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.

Altium Wealth Management Tech Stack and Enterprise Applications

Altium Wealth Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
In 2022, Altium Wealth Management implemented Microsoft 365 as its Collaboration platform. The deployment supports the firm's three US-based employees and is referenced in the corporate website source as evidence of active use. The Microsoft 365 tenant is cloud-hosted and configured to provide centralized email, identity-aware access, and unified document storage across OneDrive and SharePoint. Configuration and functional scope center on core Collaboration capabilities typical of Microsoft 365, including Exchange Online email, SharePoint and OneDrive document management, Microsoft Teams for synchronous collaboration, and the Office productivity suite for content creation. Operational coverage is company-wide across business functions such as advisor communications, client document handling, and administrative workflows. Governance appears to be lightweight and focused on account provisioning and access controls appropriate for a three person professional services firm.
Altium Wealth Management 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
In 2017, Altium Wealth Management implemented Wix.com as its Web Content Management solution. The firm, a United States professional services company with three employees, uses Wix.com to host and manage its public website and client-facing content. Implementation centers on Wix.com site templates, the CMS page editor, and cloud hosting to maintain marketing content and firm information. Operational control is held within a small internal team, with editorial workflows simplified to direct updates via the Wix.com editor and template-driven page management. The architecture is cloud-hosted SaaS, relying on Wix.com for hosting, responsive design, content publishing, and domain management while minimizing on-premise infrastructure. Governance focuses on lightweight content approval and regular content updates to support communications and marketing functions.
Altium Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Salesforce Pardot Marketing Automation CRM n/a 2021 2021
In 2021, Altium Wealth Management implemented Salesforce Pardot as its Marketing Automation platform. The deployment is embedded on the company website, where Salesforce Pardot manages web tracking, form capture, and automated prospect lifecycle workflows to support marketing and client acquisition activities. Configuration emphasizes core Marketing Automation capabilities aligned to a small professional services firm, with email campaigns, landing pages, progressive profiling, and rule-based lead nurturing configured to capture and qualify prospects from the website. Administration and campaign orchestration are handled internally by the firm, focusing operational scope on marketing and client-facing functions through website-driven lead capture and automated nurturing using Salesforce Pardot.
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Altium Wealth Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2019 2019
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2020 2020
Altium Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Altium Wealth Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2016 2016
Secure Email Gateways (SEGs) CyberSecurity 2022 2022

IT Decision Makers and Key Stakeholders at Altium Wealth Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Altium Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Altium Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Altium Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Altium Wealth Management Technographics
Altium Wealth Management is a Professional Services organization based in United States, with around 3 employees and annual revenues of $1.0 million.
Altium Wealth Management operates a diverse technology stack with applications such as Microsoft 365, Wix.com and Salesforce Pardot, covering areas like Collaboration, Web Content Management and Marketing Automation.
Altium Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Wix.com and Salesforce.
Altium Wealth Management recently adopted applications including Microsoft 365 in 2022, Amazon EC2 in 2022 and Microsoft Azure Cloud Services in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Altium Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Altium 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 Altium Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.