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Ascendant Financial Solutions - James D. Hoyt
Location
809 W Riordan Rd Ste 104,
Flagstaff, 86001, AZ,
United States
Website
https://www.ascendant-financial.com/
Phone
n/a
Artw industry
Banking and Financial Services
Employee
Revenue

Ascendant Financial Solutions - James D. Hoyt Technographics

Ascendant Financial Solutions - James D. Hoyt Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Ascendant Financial Solutions - James D. Hoyt and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Ascendant Financial Solutions - James D. Hoyt employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Ascendant Financial Solutions - James D. Hoyt has purchased the following applications: Microsoft 365 for Collaboration in 2015, Wistia for Marketing Analytics, Sales Analytics, Customer Support in 2021, RightCapital for Portfolio and Investment 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 Ascendant Financial Solutions - James D. Hoyt is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Wistia 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 Ascendant Financial Solutions - James D. Hoyt 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 Ascendant Financial Solutions - James D. Hoyt 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.

Ascendant Financial Solutions - James D. Hoyt Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2022 2022
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Wistia Legacy Wistia Marketing Analytics, Sales Analytics, Customer Support CRM n/a 2021 2021
Tag Management CRM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
RightCapital Legacy RightCapital Portfolio and Investment Management Investment Management n/a 2021 2021
In 2021, Ascendant Financial Solutions implemented RightCapital on its website to support client engagement and advisory workflows. Ascendant Financial Solutions deployed RightCapital as a Portfolio and Investment Management application to underpin its small firm financial advisory and wealth management business functions for its United States based practice. RightCapital is configured to provide client portal access, financial planning and portfolio visualization modules, cash flow and retirement modeling, risk tolerance questionnaires, and consolidated reporting capabilities. The deployment is structured around advisor workflows for client onboarding, recurring review meetings, and secure plan document exchange, with advisor level access controls and documented client consent workflows governing operations. Configuration and automation are scaled to a 10 employee firm, focusing on web hosted client interactions and advisor administered plan maintenance within the RightCapital environment.
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 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2013 2013
IT Decision Makers and Key Stakeholders at Ascendant Financial Solutions - James D. Hoyt
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Apps Being Evaluated by Ascendant Financial Solutions - James D. Hoyt Executives
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FAQ - APPS RUN THE WORLD Ascendant Financial Solutions - James D. Hoyt Technographics

Ascendant Financial Solutions - James D. Hoyt is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Ascendant Financial Solutions - James D. Hoyt operates a diverse technology stack with applications such as Microsoft 365, Wistia and RightCapital, covering areas like Collaboration, Marketing Analytics, Sales Analytics, Customer Support and Portfolio and Investment Management.

Ascendant Financial Solutions - James D. Hoyt has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Wistia and RightCapital.

Ascendant Financial Solutions - James D. Hoyt recently adopted applications including Slack Connect in 2022, Google Tag Manager in 2022 and DreamHost in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Ascendant Financial Solutions - James D. Hoyt’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Ascendant Financial Solutions - James D. Hoyt’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 Ascendant Financial Solutions - James D. Hoyt technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.