AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

Avantax Wealth Management
Location
6333 N. State Highway 161, Fourth Floor,
Irving, 75038, TX,
United States
Website
https://www.avantaxwealthmanagement.com/
Phone
1 197-287-6000
Artw industry
Banking and Financial Services
Employee
Revenue

Avantax Wealth Management Technographics

Avantax Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Avantax 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 350 Avantax 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 Avantax Wealth Management has purchased the following applications: Workday Recruiting for Recruiting, Applicant Tracking System in 2020, Avaya CRM for CRM in 2013, Rackspace Cloud for Application Hosting and Computing Services 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 Avantax Wealth Management is running and its propensity to invest more and deepen its relationship with Workday , Avaya , 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 Avantax Wealth Management revenues, which have grown to $278.0 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 Avantax 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.

Avantax Wealth Management Tech Stack and Enterprise Applications

Avantax Wealth Management HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Recruiting Recruiting, Applicant Tracking System HCM n/a 2020 2020
In 2020 Avantax Wealth Management implemented Workday Recruiting to manage external candidate intake and applicant tracking. The deployment uses Workday Recruiting on their website to publish vacancies and capture applications through the company career site, aligning the application flow with the Recruiting,Applicant Tracking System category. Workday Recruiting was configured to support standard recruiting modules, including job requisition creation, candidate application intake, staged candidate pipelines, interview scheduling, and offer initiation. The implementation emphasizes applicant tracking functionality, consistent job posting and candidate data capture, and workflow-driven candidate progression across recruiting stages. Operational responsibility centers on the corporate recruiting team and hiring managers who use the platform to review applicants, track interview outcomes, and progress candidates through approvals. Governance focused on centralized configuration of requisition templates and candidate stages to ensure consistent hiring processes and compliance with internal recruiting policies.
Avantax Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Avaya Legacy Avaya CRM CRM CRM n/a 2013 2013
In 2013, Avantax Wealth Management implemented Avaya CRM as its CRM to support client relationship and advisory workflows. The deployment centered on a contact and client lifecycle platform intended to consolidate advisor activities and client interaction records within a single CRM instance. Avaya CRM was configured to provide standard CRM capabilities including contact and account management, opportunity and pipeline tracking, task and activity automation, case management for client requests, and dashboard reporting for advisory and service teams. Configuration work emphasized workflow templates for client onboarding and recurring advisory interactions, and audit-capable activity logging consistent with financial services CRM practices. Operational coverage focused on wealth advisors, client service representatives, compliance and operations staff, reflecting role-based usage across client-facing and back-office functions. Personnel records note proficiency in Avaya CRM and Reptrack Software, indicating operational familiarity with both systems among staff. Governance centered on role-based access controls, standardized advisory workflows, and activity audit trails to support compliance and client record integrity. The implementation narrative highlights Avaya CRM as the central CRM for client relationship management at Avantax Wealth Management, with configuration and governance aligned to wealth management business functions.
Marketing Automation CRM 2020 2020
Avantax Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2021 2021
In 2021, Avantax Wealth Management implemented Rackspace Cloud to host and serve its corporate website. Avantax Wealth Management deployed Rackspace Cloud as its Application Hosting and Computing Services provider, establishing a dedicated application hosting layer for public web delivery and content management. The Rackspace Cloud implementation aligns with common Application Hosting and Computing Services capabilities, provisioning compute instances and platform storage for the web front end, plus platform services to support availability and scaling. Operational ownership is held by Avantax IT and web operations, who manage provisioning, deployments and content updates on Rackspace Cloud, and the deployment specifically supports the company website and related marketing digital channels, impacting IT operations and marketing workflows.
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Avantax Wealth Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Application Firewalls (WAF) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Avantax Wealth Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Avantax Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Avantax Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Avantax Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Avantax Wealth Management Technographics
Avantax Wealth Management is a Banking and Financial Services organization based in United States, with around 350 employees and annual revenues of $278.0 million.
Avantax Wealth Management operates a diverse technology stack with applications such as Workday Recruiting, Avaya CRM and Rackspace Cloud, covering areas like Recruiting, Applicant Tracking System, CRM and Application Hosting and Computing Services.
Avantax Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Workday, Avaya and Rackspace Technology.
Avantax Wealth Management recently adopted applications including Rackspace Cloud in 2021, Amazon EC2 in 2021 and Amazon Elastic Load Balancing (ELB) in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Avantax Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Avantax 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 Avantax Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.