Beacon Pointe Wealth Advisors
24 Corporate Plaza Drive, Suite 150,
Newport Beach, 92660, CA,
United States
Newport Beach, 92660, CA,
United States
1 949-718-1600
Banking and Financial Services
Beacon Pointe Wealth Advisors Technographics
Beacon Pointe Wealth Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Beacon Pointe Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Beacon Pointe Wealth Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Beacon Pointe Wealth Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2017, DocuSign eSignature for Digital Signing in 2023, Hubspot CRM for CRM 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 Beacon Pointe Wealth Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Momentive (formerly SurveyMonkey) , DocuSign 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 Beacon Pointe Wealth Advisors revenues, which have grown to $2.5 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 Beacon Pointe Wealth Advisors 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.
Beacon Pointe Wealth Advisors Tech Stack and Enterprise Applications
Beacon Pointe Wealth Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Beacon Pointe Wealth Advisors implemented Microsoft 365. Beacon Pointe Wealth Advisors, a 200-employee United States wealth management firm, uses Microsoft 365 on their website and as the organization’s primary Collaboration platform to support internal communications and client-facing content.
The Microsoft 365 deployment centers on core Collaboration capabilities, including Exchange Online for corporate email, SharePoint Online for document libraries and intranet content, Microsoft Teams for real time communications, OneDrive for personal file sync and the Office productivity suite for document creation. Microsoft 365 has been configured to provide shared document coauthoring, version control and team sites for advisory teams and client service groups, enabling persistent collaboration and structured content management.
Operational scope covers advisory, client service, compliance, operations and marketing functions, with configuration focused on centralized content management, role based access controls, retention policies and site level permissions to manage client data and internal knowledge. Governance emphasizes workflow-based document review and permissioned team sites to align Collaboration with advisory and back-office processes, ensuring Microsoft 365 is the firm’s platform for collaboration across core business functions.
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Survey and Questionnaire | Collaboration |
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2020 | 2020 |
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Beacon Pointe Wealth Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, Beacon Pointe Wealth Advisors deployed DocuSign eSignature as its Digital Signing solution on the company website. The implementation embeds DocuSign eSignature into public and authenticated web workflows to collect legally binding signatures for advisory agreements and account-level documents, positioning the application as the primary Digital Signing channel for client-facing transactions.
The deployment focuses on web-based signing flows and document lifecycle management, using DocuSign eSignature capabilities such as envelope routing, recipient authentication, template-driven documents, and audit trail capture to standardize signature processes. Integration scope is explicitly the corporate website, and operational coverage centers on client services and compliance functions that manage onboarding, account documentation, and recurring client consents, with governance configured to centralize signature templates and enforce approval and routing workflows through the DocuSign eSignature platform.
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Beacon Pointe Wealth Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2020 | 2020 |
In 2020, Beacon Pointe Wealth Advisors implemented Hubspot CRM. The Hubspot CRM from HubSpot was provisioned to capture inbound leads and manage contact records originating from beaconpointe.com, indicating on-site CRM instrumentation and web form capture as a central intake point.
Deployment focused on core CRM capabilities including centralized contact and company records, deal pipeline management, web form and landing page capture, email communication tracking, and workflow automation for lead routing and task assignment. Configuration emphasized contact lifecycle staging and sales pipeline stages to support sales and marketing execution within the CRM.
The implementation integrated Hubspot CRM with the corporate website to route inbound inquiries and marketing form submissions into a unified CRM database, used operationally by sales, marketing, and client services teams. Governance and process work established contact ownership, lead routing rules, record hygiene procedures, and standardized activity logging to enable cross-functional workflow orchestration within the CRM.
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Beacon Pointe Wealth Advisors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Performance and Planning | Investment Management |
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2013 | 2013 |
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Beacon Pointe Wealth Advisors 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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2017 | 2017 |
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Beacon Pointe Wealth Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Beacon Pointe Wealth Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Beacon Pointe Wealth Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Beacon Pointe Wealth Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Beacon Pointe Wealth Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Beacon Pointe Wealth Advisors Technographics
Beacon Pointe Wealth Advisors is a Banking and Financial Services organization based in United States,
with around 200 employees and annual revenues of $2.5 million.
Beacon Pointe Wealth Advisors operates a diverse technology stack with applications such as
Microsoft 365, DocuSign eSignature and Hubspot CRM,
covering areas like Collaboration, Digital Signing and CRM.
Beacon Pointe Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft, DocuSign and HubSpot.
Beacon Pointe Wealth Advisors recently adopted applications including
DocuSign eSignature in 2023, HubSpot Ads in 2021 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Beacon Pointe Wealth Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Beacon Pointe Wealth Advisors’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 Beacon Pointe Wealth Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.