AI Buyer Insights:

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

Beacon Pointe Wealth Advisors
Location
24 Corporate Plaza Drive, Suite 150,
Newport Beach, 92660, CA,
United States
Website
https://www.beaconpointe.com/
Phone
1 949-718-1600
Artw industry
Banking and Financial Services
Employee
Revenue

Beacon Pointe Wealth Advisors Technographics

Beacon Pointe Wealth Advisors Software Purchases 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 Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Survey and Questionnaire Collaboration 2020 2020
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
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot CRM CRM CRM n/a 2020 2020
Digital Advertising Platform CRM 2021 2021
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Performance and Planning Investment Management 2013 2013
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2021 2021
IT Decision Makers and Key Stakeholders at Beacon Pointe Wealth Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Beacon Pointe Wealth Advisors Executives
Date Company Status Vendor Product Category Market
No data found
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.