Ascent Funding
501 W. Broadway Ste. A150,
San Diego, 92101, CA,
United States
San Diego, 92101, CA,
United States
1 877-216-0876
Professional Services
Ascent Funding Technographics
Ascent Funding Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ascent Funding and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Ascent Funding employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ascent Funding has purchased the following applications: LivePerson Conversational Cloud for Chatbots and Conversational AI in 2020, Microsoft 365 for Collaboration in 2020, Hubspot CRM for CRM 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 Ascent Funding is running and its propensity to invest more and deepen its relationship with LivePerson , HubSpot , Microsoft 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 Ascent Funding revenues, which have grown to $15.0 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 Ascent Funding 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.
Ascent Funding Tech Stack and Enterprise Applications
Ascent Funding AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LivePerson | Legacy | LivePerson Conversational Cloud | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020, Ascent Funding deployed LivePerson Conversational Cloud on its website. The LivePerson Conversational Cloud implementation delivers cloud-hosted messaging and automated conversational workflows consistent with the Chatbots and Conversational AI category, embedding web messaging components into the customer-facing site to handle synchronous chat and asynchronous conversations.
Functional modules implemented include AI-driven intent detection, scripted conversational flows and escalation paths to human agents within the messaging channel, together with session-level analytics and reporting for engagement monitoring. Operational scope is focused on customer service and lead capture on the Ascent Funding website, and governance and conversational logic configuration are managed internally by the company’s digital operations or marketing teams.
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Chatbots and Conversational AI | AI-Powered Application |
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2022 | 2022 |
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Ascent Funding Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Ascent Funding implemented Microsoft 365 to support Collaboration across the organization. The company’s public site indicates Microsoft 365 is in use, and the implementation is provisioned under a corporate tenant tied to the company domain to enable cloud-hosted productivity services. Ascent Funding Microsoft 365 Collaboration supports core business functions including corporate email, team communication, document authoring, and file synchronization.
Deployment scope covers the United States based employee base of roughly 100 staff, using a cloud-first configuration consistent with Microsoft 365. Functional components include Exchange Online for email, Microsoft Teams for synchronous collaboration, SharePoint and OneDrive for document management and content sharing, and the Office productivity applications, operated under centralized tenant administration. Governance and operational controls focus on user provisioning, access management, and tenant-level administration to support Collaboration workflows and ongoing IT governance.
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Ascent Funding CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2022 | 2022 |
In 2022, Ascent Funding implemented Hubspot CRM to centralize customer interactions and inbound lead capture on its corporate website. The deployment supports the 100 employee professional services firm in the United States, positioning Hubspot CRM as the primary CRM to serve sales and marketing business functions across the organization.
Configuration work focused on core CRM modules common to the CRM category, including contact and company record management, deal pipeline configuration, web form and lead capture, marketing email workflows, and basic ticketing for customer inquiries. Automation capabilities such as email tracking, lead routing, and pipeline stage automation were aligned to Ascent Funding's sales stages and service workflows.
Hubspot CRM was embedded on Ascent Funding's website to capture form submissions and visitor interactions, routing captured leads into CRM records and structured deal pipelines for follow up. Operational coverage spans sales, marketing, and customer service teams, centralizing inbound lead handling from the website into CRM-driven queues and dashboards.
Governance elements include defined contact ownership, role based access controls, and standardized deal stages to enforce consistent pipeline management and record hygiene. The rollout emphasized administrative controls, user role configuration, and dashboard instrumentation to operationalize the Hubspot CRM deployment for day to day sales and marketing operations.
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Ascent Funding EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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EPM | EPM |
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2018 | 2018 |
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Ascent Funding PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2022 | 2022 |
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Ascent Funding 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Ascent Funding
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Ascent Funding Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ascent Funding IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ascent Funding digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Ascent Funding Technographics
Ascent Funding is a Professional Services organization based in United States,
with around 100 employees and annual revenues of $15.0 million.
Ascent Funding operates a diverse technology stack with applications such as
LivePerson Conversational Cloud, Microsoft 365 and Hubspot CRM,
covering areas like Chatbots and Conversational AI, Collaboration and CRM.
Ascent Funding has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as LivePerson, Microsoft and HubSpot.
Ascent Funding recently adopted applications including
Hubspot Live Chat in 2022, Hubspot CRM in 2022 and Hubspot Marketing Automation in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ascent Funding’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Ascent Funding’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 Ascent Funding technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.