Brighton Jones
2030 1st Avenue, 3rd Floor,
Seattle, 98121, WA,
United States
Seattle, 98121, WA,
United States
1 206-258-5000
Banking and Financial Services
Brighton Jones Technographics
Brighton Jones Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Brighton Jones and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 180 Brighton Jones employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Brighton Jones has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, DocuSign eSignature for Digital Signing in 2021, Intercom for Customer Support in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Brighton Jones is running and its propensity to invest more and deepen its relationship with Intuit , DocuSign , Intercom 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 Brighton Jones revenues, which have grown to $50.0 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 Brighton Jones 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.
Brighton Jones Tech Stack and Enterprise Applications
Brighton Jones ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Brighton Jones implemented Intuit Quickbooks Enterprise as its ERP Financial system. The deployment centralized core accounting for the 180 employee wealth management and financial services firm in the United States, establishing a single platform for transaction capture and financial reporting.
Intuit Quickbooks Enterprise was configured to support standard ERP Financial capabilities, including general ledger configuration, accounts payable, accounts receivable, fixed asset tracking, cash management, and consolidated financial reporting. Configuration work emphasized chart of accounts alignment, period close workflows, and role based access controls to support auditability and regulatory reporting needs.
The implementation integrated payroll data flows with ADP and linked financial records to customer and operational databases such as Salesforce style CRM systems, reflecting the stated preference for ADP and database experience. Integrations were implemented as data exchange interfaces to maintain consistency between payroll, client account records, and the accounting ledger.
Operational scope covered finance and accounting teams with downstream impact on operations and client services, with a staged rollout to control month end close cadence. Governance focused on standardized accounting workflows, documented approval paths, and user training to ensure consistent use of Intuit Quickbooks Enterprise across the firm.
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ERP Financial | ERP |
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2018 | 2018 |
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Brighton Jones 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 Brighton Jones implemented DocuSign eSignature as its Digital Signing solution on the Brighton Jones website. The deployment embeds DocuSign eSignature into client-facing signing flows to enable web-based execution, centralized envelope management, and a persistent audit trail for executed documents.
DocuSign eSignature was configured to support template-driven agreement creation, recipient routing and authentication, and embedded signing experiences that preserve the firm brand. The configuration leverages core Digital Signing capabilities such as envelope templates, signer authentication controls, and automated notifications to streamline client agreement and onboarding workflows common in wealth management and financial services.
Operational coverage focuses on client-facing business functions, including onboarding, client agreements and advisory engagement documentation, with the website acting as the primary signing channel. Governance controls were applied to align with financial services requirements, emphasizing tamper-evident audit trails, signer identity verification, and retention of signed records for compliance and operational continuity.
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Brighton Jones CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intercom | Legacy | Intercom | Customer Support | CRM | n/a | 2018 | 2018 |
In 2018, Brighton Jones implemented Intercom on its website. Intercom is a Customer Support application and was instrumented as the primary web-based conversational support touchpoint for the firm.
The deployment centered on embedding the Intercom chat widget across client-facing pages and public content, configured for live chat, targeted in-browser messaging, and conversational inbox workflows. Functional capabilities implemented included the Intercom conversational inbox for agent interaction, automated message triggers for visitor engagement, and a help center style asynchronous support channel for common client queries.
Operational coverage focused on supporting client services and support operations teams, with governance established around inbox routing rules, team assignment and escalation workflows, and standardized response templates and administrative access controls. The implementation was limited to the website front-end integration and emphasized conversational support and lead capture as part of Brighton Jones Customer Support tooling.
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Digital Advertising Platform | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Brighton Jones 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Brighton Jones 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 Brighton Jones
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Brighton Jones Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Brighton Jones IT executives and key decision makers. This section highlights Brighton Jones's latest recorded technology evaluations, including SmartUC for PBX, VoiP and Phone Systems on 2026-02-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Brighton Jones digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-19 | Brighton Jones | Evaluated | Innovazionedigitale | SmartUC | PBX, VoiP and Phone Systems | Collaboration |
FAQ - APPS RUN THE WORLD Brighton Jones Technographics
Brighton Jones is a Banking and Financial Services organization based in United States,
with around 180 employees and annual revenues of $50.0 million.
Brighton Jones operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, DocuSign eSignature and Intercom,
covering areas like ERP Financial, Digital Signing and Customer Support.
Brighton Jones has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, DocuSign and Intercom.
Brighton Jones recently adopted applications including
Criteo Commerce Media Platform in 2023, DocuSign eSignature in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Brighton Jones’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Brighton Jones’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 Brighton Jones technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.