Houston, 77002, TX,
United States
Americana Partners Technographics
Americana Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Americana Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 45 Americana Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Americana Partners has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2019, Crazy Egg for Marketing Analytics in 2019, Addepar for Asset and Wealth Management 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 Americana Partners is running and its propensity to invest more and deepen its relationship with Google , Microsoft , Crazy Egg 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 Americana Partners 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 Americana Partners 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.
Americana Partners Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2019 | 2019 |
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Collaboration | Collaboration |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Crazy Egg | Legacy | Crazy Egg | Marketing Analytics | CRM | n/a | 2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Addepar | Legacy | Addepar | Asset and Wealth Management | Investment Management | n/a | 2022 | 2022 |
In 2022, Americana Partners implemented Addepar as its Asset and Wealth Management platform. The deployment centers on a compact, advisor-focused architecture aligned to the firm size and advisory model, enabling consolidated portfolio visibility for the firm’s wealth advisory team of approximately 45 employees.
Americana Partners configured Addepar to deliver portfolio aggregation, multi asset performance analytics, and client reporting workflows. Addepar was used to centralize account level holdings and valuations into a single data model and to drive automated report generation for advisor reviews and client statements.
The implementation exposes Addepar functionality on Americana Partners’ website to provide authenticated client access to portfolio summaries and investor reporting. Operational ownership resides with wealth advisory and client service functions, and governance was implemented through role based access controls and reporting approval workflows to manage advisor and client views.
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Americana Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Americana Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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