AI Buyer Insights:

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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 Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

Annex Wealth Management 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
Annex Wealth Management 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
Annex Wealth Management 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
Annex Wealth Management eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2025 2025
Annex Wealth Management 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
Annex Wealth Management ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2024 2024
Annex Wealth Management PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2023 2023
Annex Wealth Management 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
Annex Wealth Management 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
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Apps Being Evaluated by Annex Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Annex Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Annex Wealth Management digital transformation priorities and AI adoption trends.
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.