AI Buyer Insights:

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● 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

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

● 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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● 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

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

● 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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

Axxcess Wealth Management
Location
6005 Hidden Valley Road Suite 290,
Carlsbad, 92011, CA,
United States
Website
https://www.axxcesswealth.com/
Phone
1 858-217-5347
Artw industry
Banking and Financial Services
Employee
Revenue

Axxcess Wealth Management Technographics

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

Discover the latest software purchases and digital transformation initiatives being undertaken by Axxcess 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 30 Axxcess 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 Axxcess Wealth Management has purchased the following applications: Slack Connect for Collaboration in 2022, Vimeo Online Video Editor for Video Editing in 2017, Orion Redtail CRM for CRM 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 Axxcess Wealth Management is running and its propensity to invest more and deepen its relationship with Salesforce , Microsoft , Vimeo 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 Axxcess Wealth Management revenues, which have grown to $35.0 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 Axxcess 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.

Axxcess Wealth Management Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2022 2022
Collaboration Collaboration 2024 2024
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vimeo Legacy Vimeo Online Video Editor Video Editing Content Management n/a 2017 2017
Web Content Management Content Management 2025 2025
Web Content Management Content Management 2017 2017
Web Content Management Content Management 2017 2017
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Redtail CRM CRM CRM n/a 2021 2021
Marketing Automation CRM 2025 2025
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2014 2014
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2018 2018
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2013 2013
Portfolio and Investment Risk Management Investment Management 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2014 2014
Apps Development PaaS 2017 2017
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2018 2018
Domain Name System (DNS) IaaS 2017 2017
Domain Name System (DNS) IaaS 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2014 2014
Secure Sockets Layer (SSL) CyberSecurity 2014 2014
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
Secure Sockets Layer (SSL) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Axxcess Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Axxcess Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Axxcess Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Axxcess Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Axxcess Wealth Management Technographics
Axxcess Wealth Management is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $35.0 million.
Axxcess Wealth Management operates a diverse technology stack with applications such as Slack Connect, Vimeo Online Video Editor and Orion Redtail CRM, covering areas like Collaboration, Video Editing and CRM.
Axxcess Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce, Vimeo and Orion Advisor Solutions.
Axxcess Wealth Management recently adopted applications including WordPress in 2025, Klaviyo in 2025 and Microsoft 365 in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Axxcess Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Axxcess 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 Axxcess Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.