AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

Aterian Investment Partners
Location
11 E 44th StreetSuite 1803 NY,
New York City, 10017, NY,
United States
Website
https://www.aterianpartners.com/
Phone
1 212-897-2887
Artw industry
Banking and Financial Services
Employee
Revenue

Aterian Investment Partners Technographics

Aterian Investment Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Aterian Investment Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Aterian Investment 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 Aterian Investment Partners has purchased the following applications: Microsoft 365 for Collaboration in 2017, Allvue Investment Accounting for Portfolio and Investment Performance and Planning in 2016, Twilio Sendgrid for Transactional Email in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Aterian Investment Partners is running and its propensity to invest more and deepen its relationship with Microsoft , Allvue Systems , Twilio 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 Aterian Investment Partners 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 Aterian Investment 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.

Aterian Investment Partners Tech Stack and Enterprise Applications

Aterian Investment Partners Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2016
In 2017, Aterian Investment Partners implemented Microsoft 365 as its Collaboration platform. The cloud-hosted Microsoft 365 tenant was provisioned to serve the firm’s ten employees in the United States, supporting core business functions in investment operations, compliance administration, and corporate support. Microsoft 365 delivers standard Collaboration capabilities including Exchange Online email, Microsoft Teams for real-time communications, SharePoint for document and records management, and OneDrive for individual file storage, aligning with common collaboration workflows. Administration and tenant-level governance are concentrated at the administrative owner, with user provisioning and access controls designed for a small team operating model. The company lists Microsoft 365 on its public website, indicating corporate adoption across internal workflows and externally visible services.
Aterian Investment Partners Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Allvue Systems Legacy Allvue Investment Accounting Portfolio and Investment Performance and Planning Investment Management n/a 2016 2015
In 2016, Aterian Investment Partners implemented Allvue Investment Accounting. Allvue Investment Accounting is referenced on the Aterian Investment Partners website and serves the firm’s Portfolio and Investment Performance and Planning requirements. The deployment reflects the needs of a 10-employee investment manager and establishes Allvue Investment Accounting as the central system for investment accounting and performance workflows used by the firm. The public site reference indicates the platform is an operational component of the firm’s finance technology stack. Configuration focuses on core investment accounting capabilities consistent with the Portfolio and Investment Performance and Planning category, including fund and portfolio accounting, general ledger posting, NAV calculation, investor reporting and reconciliations. The implementation consolidates recurring journal automation and standardized reporting output, and it embeds approval workflows and data controls to govern valuation and distribution processes. Operational coverage centers on firm-level finance and investment operations, with Allvue Investment Accounting providing the authoritative accounting ledgers and reporting deliverables for the organization.
Aterian Investment Partners PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Twilio Legacy Twilio Sendgrid Transactional Email PaaS n/a 2016 2018
In 2016, Aterian Investment Partners implemented Twilio Sendgrid in the Transactional Email category to handle email delivery for its corporate website. The deployment centers on using Twilio Sendgrid for website-driven transactional communications, linking web forms and investor inquiry flows to an outbound email service for automated message delivery. Configuration work focused on standard Transactional Email capabilities such as template management, SMTP and API-based sending, and event level tracking for bounces and deliveries. Twilio Sendgrid was configured to host reusable message templates and to manage sender authentication and domain controls to improve deliverability for site triggered emails. The implementation integrates directly with the company website to orchestrate confirmation emails, inquiry responses, and other automated notifications, supporting customer facing operations and investor communications. Operational coverage is modest and centralized, reflecting the firm size, with web operations and a small internal administrative owner managing the Twilio Sendgrid configuration and template lifecycle. Governance centered on internal template approval and sender reputation controls, and rollout was limited to website email workflows rather than broad enterprise messaging. Twilio Sendgrid remains the primary Transactional Email platform for Aterian Investment Partners web based communications.
Transactional Email PaaS 2019 2015
Aterian Investment Partners IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2018
Content Delivery Network IaaS 2020 2020

IT Decision Makers and Key Stakeholders at Aterian Investment Partners

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Aterian Investment Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Aterian Investment Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Aterian Investment Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Aterian Investment Partners Technographics
Aterian Investment Partners is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Aterian Investment Partners operates a diverse technology stack with applications such as Microsoft 365, Allvue Investment Accounting and Twilio Sendgrid, covering areas like Collaboration, Portfolio and Investment Performance and Planning and Transactional Email.
Aterian Investment Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Allvue Systems and Twilio.
Aterian Investment Partners recently adopted applications including Cloudflare CDN in 2020, Amazon SES in 2019 and Microsoft 365 in 2017, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Aterian Investment Partners’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Aterian Investment Partners’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 Aterian Investment Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.