AI Buyer Insights:

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

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● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

Beacon Wealth Consulting
Location
105 Rowayton Ave # 3,
Norwalk, 6860, CT,
United States
Website
https://www.beacon-wealth.com/
Phone
1 203-853-9532
Artw industry
Professional Services
Employee
Revenue

Beacon Wealth Consulting Technographics

Beacon Wealth Consulting Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Beacon Wealth Consulting and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Beacon Wealth Consulting 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 Wealth Consulting has purchased the following applications: Xandr Invest (ex AppNexus DSP) for Digital Advertising Platform in 2019, Asset-Map Financial Planning for Portfolio and Investment Performance and Planning in 2023, Adobe ColdFusion for Apps Development in 2019 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 Wealth Consulting is running and its propensity to invest more and deepen its relationship with Microsoft , Google , Asset-Map 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 Wealth Consulting revenues, which have grown to $1.0 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 Beacon Wealth Consulting 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 Wealth Consulting Tech Stack and Enterprise Applications

Beacon Wealth Consulting CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Xandr Invest (ex AppNexus DSP) Digital Advertising Platform CRM n/a 2019 2019
Tag Management CRM 2019 2019
Beacon Wealth Consulting Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset-Map Legacy Asset-Map Financial Planning Portfolio and Investment Performance and Planning Investment Management n/a 2023 2023
In 2023 Beacon Wealth Consulting implemented Asset-Map Financial Planning in its Beacon Wealth Consulting South CPA-led advisory practice in the United States, deploying Asset-Map Financial Planning for client discovery and family-focused planning across financial planning and estate planning engagements. The deployment centered on producing visual "treasure map" deliverables that translate household relationships and financial positions into single-page visuals to improve advisor-client communication. Asset-Map Financial Planning was configured to support discovery workflows and visual plan deliverables, leveraging mapping and household aggregation capabilities typical of financial planning tools. Functional capabilities implemented included client onboarding and discovery templates, family relationship mapping, asset and liability visualization, and exportable presentation maps used during advisor meetings. No additional system integrations are specified in the case study, the rollout was scoped to the Beacon Wealth Consulting South advisory practice and led by CPA advisors, and governance focused on embedding visual mapping into meeting workflows and client deliverables. The case study reports the implementation improved meeting outcomes and delivered long-term clarity for complex households.
Beacon Wealth Consulting PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe ColdFusion Apps Development PaaS n/a 2019 2019
Beacon Wealth Consulting IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2019 2019

IT Decision Makers and Key Stakeholders at Beacon Wealth Consulting

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Beacon Wealth Consulting Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Beacon Wealth Consulting IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Beacon Wealth Consulting digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Beacon Wealth Consulting Technographics
Beacon Wealth Consulting is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Beacon Wealth Consulting operates a diverse technology stack with applications such as Xandr Invest (ex AppNexus DSP), Asset-Map Financial Planning and Adobe ColdFusion, covering areas like Digital Advertising Platform, Portfolio and Investment Performance and Planning and Apps Development.
Beacon Wealth Consulting has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Asset-Map and Adobe Systems.
Beacon Wealth Consulting recently adopted applications including Asset-Map Financial Planning in 2023, Xandr Invest (ex AppNexus DSP) in 2019 and Google Tag Manager in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Beacon Wealth Consulting’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Beacon Wealth Consulting’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 Wealth Consulting technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.