Woodland Hills, 91367-6747, CA,
United States
B. Riley Financial Technographics
B. Riley Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by B. Riley Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 833 B. Riley Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that B. Riley Financial has purchased the following applications: Microsoft 365 for Collaboration in 2018, DocuSign eSignature for Digital Signing in 2021, Oracle Netsuite Bronto Marketing Platform for Marketing Automation in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems B. Riley Financial is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , Oracle 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 B. Riley Financial revenues, which have grown to $380.0 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 B. Riley Financial 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.
B. Riley Financial Tech Stack and Enterprise Applications
B. Riley Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, B. Riley Financial implemented Microsoft 365 as its primary Collaboration platform, and it is using Microsoft 365 on their website. The deployment centers on Microsoft 365 to support corporate collaboration and external web presence, aligning the Company Microsoft 365 Collaboration business function across communications and document workflows.
Microsoft 365 is configured to provide standard Collaboration capabilities including hosted email, real time chat and meetings, cloud document libraries, file sync and desktop productivity applications. Configuration signals indicate use of core collaboration workloads such as Exchange Online email, SharePoint Online content repositories, Microsoft Teams communication, OneDrive file synchronization, and Office productivity apps to enable team collaboration and document lifecycle processes.
Operational coverage is described at the corporate level, with Microsoft 365 serving multiple departments for internal communications, knowledge management, and customer-facing content on the website. Governance appears to follow an enterprise tenant model with centralized administration, content and access controls, and policy-based configuration to manage collaboration, security, and compliance across the environment.
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B. Riley Financial Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, B. Riley Financial deployed DocuSign eSignature as a Digital Signing solution embedded on its public website. DocuSign eSignature was configured to provide web-based signing sessions and envelope management for customer-facing document execution workflows.
Implementation focused on embedding DocuSign eSignature into site pages to present in-browser signing experiences, manage signature envelopes, and preserve audit trails and document status. Configuration aligned with standard Digital Signing capabilities, including signing session orchestration, document routing and sequencing, and electronic certificate generation for executed documents.
Operational scope centered on website-driven, customer-facing signature capture and execution, with governance oriented toward consistent web signature workflows and retained audit records for compliance review. The implementation positions DocuSign eSignature as the primary Digital Signing capability for online document execution at B. Riley Financial.
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B. Riley Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite Bronto Marketing Platform | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, B. Riley Financial implemented Oracle Netsuite Bronto Marketing Platform. The Oracle Netsuite Bronto Marketing Platform is deployed as Marketing Automation to support marketing and customer engagement on their corporate website.
The implementation centers on core Marketing Automation capabilities common to the category, including email campaign orchestration, audience segmentation, template-driven personalization, automated campaign workflows, and campaign reporting. Oracle Netsuite Bronto Marketing Platform is configured to manage digital campaign lifecycles and to orchestrate multi-step email and web-triggered sequences.
Operational coverage is focused on the company web channel, where the platform is instrumented to drive web-to-email flows and on-site behavioral triggers for customer communications. The deployment is scoped to marketing and digital engagement functions, aligning campaign execution with site-based interaction points rather than specifying integrations with other named back-end systems.
Governance emphasizes centralized campaign control and data-driven segmentation, with role-based access and standardized workflow approvals to manage campaign publishing on the website. The implementation reflects a marketing-led rollout model, using Oracle Netsuite Bronto Marketing Platform to consolidate campaign orchestration and channel execution under a unified Marketing Automation framework.
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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B. Riley Financial 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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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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B. Riley Financial CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at B. Riley Financial
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by B. Riley Financial Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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