AI Buyer Insights:

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

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● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

Annex Wealth Management
Location
17950 W. Corporate Drive, Suite 300,
Brookfield, 53045, WI,
United States
Website
https://www.annexwealth.com/
Phone
1 262-786-6363
Artw industry
Banking and Financial Services
Employee
Revenue

Annex Wealth Management Technographics

Annex Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Annex 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 150 Annex 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 Annex Wealth Management has purchased the following applications: LiveChat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2017, Getty Images for Content Management 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 Annex Wealth Management is running and its propensity to invest more and deepen its relationship with LiveChat, Inc. , 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 Annex Wealth Management revenues, which have grown to $48.0 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 Annex 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.

Annex Wealth Management Data, Technology Stack, and Enterprise Applications
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
LiveChat, Inc. Legacy LiveChat Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Getty Images Legacy Getty Images Content Management Content Management n/a 2021 2021
Content Management Content Management 2024 2024
Digital Signing Content Management 2025 2025
Enterprise Content Management Content Management 2024 2024
Video Editing Content Management 2014 2014
Web Content Management Content Management 2025 2025
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2022 2022
Customer Experience CRM 2021 2021
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2018 2018
Data Management Platform CRM 2020 2020
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2016 2016
Digital Advertising Platform CRM 2017 2017
Digital Advertising Platform CRM 2020 2020
Digital Advertising Platform CRM 2023 2023
Donor and Fundraising Management CRM 2021 2021
Lead Generation CRM 2024 2024
Marketing Analytics CRM 2015 2015
Marketing Analytics CRM 2015 2015
Marketing Analytics CRM 2020 2020
Marketing Analytics CRM 2022 2022
Marketing Analytics, Data Management Platform CRM 2020 2020
Marketing Analytics, Sales Analytics, Customer Support CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2025 2025
Tag Management CRM 2015 2015
Tag Management CRM 2015 2015
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2024 2024
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2023 2023
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2024 2024
Archive as a Service (AaaS) IaaS 2020 2020
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2020 2020
Domain Name System (DNS) IaaS 2014 2014
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2014 2014
IT Decision Makers and Key Stakeholders at Annex Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Annex Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Annex Wealth Management Technographics

Annex Wealth Management is a Banking and Financial Services organization based in United States, with around 150 employees and annual revenues of $48.0 million.

Annex Wealth Management operates a diverse technology stack with applications such as LiveChat, Microsoft 365 and Getty Images, covering areas like Chatbots and Conversational AI, Collaboration and Content Management.

Annex Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as LiveChat, Inc., Microsoft and Getty Images.

Annex Wealth Management recently adopted applications including Exclaimer Cloud Signatures for Office 365 in 2025, WordPress in 2025 and WooCommerce in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Annex Wealth Management’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Annex 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 Annex Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.