BTIG LLC
65 E 55th St,,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-593-7555
Banking and Financial Services
BTIG LLC Technographics
BTIG LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by BTIG LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 655 BTIG LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that BTIG LLC has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2011, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, BlueMatrix for Content Management 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 BTIG LLC is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , Zoom Video Communications 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 BTIG LLC revenues, which have grown to $135.0 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 BTIG LLC 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.
BTIG LLC Tech Stack and Enterprise Applications
BTIG LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2011 | 2011 |
In 2011, BTIG LLC implemented Oracle NetSuite ERP, deploying NetSuite OneWorld as its single, unified global system under the ERP Financial category. The rollout covered the entire group of companies and established a consolidated financial platform with native support for 20 worldwide currencies, enabling centralized accounting and cross-entity financial controls.
Oracle NetSuite ERP was configured to support multi-currency accounting, global financial consolidation, close management, regulatory reporting, and management reporting workflows. The implementation emphasized OneWorld capabilities for currency translation, intercompany eliminations, and consolidated period close processes to streamline core finance operations.
The deployment used a cloud-based, unified application instance to standardize finance processes across BTIG LLC entities, concentrating operational ownership in the corporate finance and group accounting functions. Operational coverage included monthly and annual close cycles and statutory and regulatory filings across the company group, with reporting consolidated through the Oracle NetSuite ERP environment.
Governance moved toward centralized process orchestration and standardized reporting templates, reducing cycle variability across entities. BTIG reported that NetSuite OneWorld streamlined regulatory filings, reduced monthly and annual financial close time by over 60 percent, and cut management reporting time from two days to a fraction of a day.
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BTIG LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 BTIG LLC implemented Cisco Webex Meetings as its Audio Video and Web Conferencing platform and embedded Cisco Webex Meetings on the corporate website to provide a web-accessible meeting layer for client engagement and internal collaboration. The deployment uses the vendor hosted meeting service model common to the category, exposing browser join flows and persistent meeting links via the public site to streamline external access for investors, clients, and third party participants.
Configuration centers on standard conferencing capabilities, including real-time video, screen sharing, meeting recording, and scheduled meeting link provisioning, aligned with typical Audio Video and Web Conferencing workflows. Operational coverage emphasizes client-facing teams and corporate communications, with governance focused on centralized meeting link management and meeting policy standardization to ensure consistent access and usage across BTIG LLC.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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BTIG LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| BlueMatrix | Legacy | BlueMatrix | Content Management | Content Management | n/a | 2019 | 2019 |
In 2019, BTIG LLC deployed BlueMatrix as its Content Management platform on its corporate website to centralize public-facing content for the banking and financial services firm. BlueMatrix is used to manage and publish research distributions, firm news, and client-facing materials, positioning BlueMatrix as the primary Content Management tool for marketing, research, and investor relations communications.
The implementation emphasized content authoring and editorial workflow capabilities, with BlueMatrix providing a secure document repository, role-based access controls, templated page management, and controlled publishing workflows to the website. Configuration work focused on metadata taxonomy, template-driven page rendering, and editorial approval chains to maintain consistent presentation of research and marketing content.
Operational ownership was assigned to marketing, research, and investor relations teams, who operate BlueMatrix to manage approvals and publishing cadence across BTIG LLC's public site in the United States. Governance centered on editorial review processes and role-based permissions to align content publishing with industry communication practices.
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Digital Signing | Content Management |
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2021 | 2021 |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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BTIG LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2018 | 2019 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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BTIG LLC ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2019 | 2019 |
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BTIG LLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2018 | 2018 |
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BTIG LLC 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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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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BTIG LLC 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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2016 | 2016 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at BTIG LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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CFO | CXO | Finance | |
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Managing Director Corporate Finance | Director | Finance | |
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Owner | CXO | Finance | |
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Accounts Receivable | Manager | Finance | |
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Senior Vice President - Controller | VP | Finance | |
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Accounts Payable Accountant | Manager | Finance | |
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Apps Being Evaluated by BTIG LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from BTIG LLC IT executives and key decision makers. This section highlights BTIG LLC's latest recorded technology evaluations, including Fidessa Trading Platform for Trading Platform on 2026-04-02, Figma Design for Collaboration on 2026-03-02, and Bloomberg Terminal for Investment Research and Market Intelligence on 2025-07-02. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the BTIG LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-04-02 | BTIG LLC | Evaluated | Fidessa | Fidessa Trading Platform | Trading Platform | Investment Management |
| 2026-03-02 | BTIG LLC | Evaluated | Figma | Figma Design | Collaboration | Collaboration |
| 2025-07-02 | BTIG LLC | Evaluated | Bloomberg | Bloomberg Terminal | Investment Research and Market Intelligence | Investment Management |
| 2025-06-28 | BTIG LLC | Evaluated |
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Identity and Access Management (IAM) | CyberSecurity |
| 2025-04-14 | BTIG LLC | Evaluated |
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Portfolio and Investment Management | Investment Management |
| 2024-11-26 | BTIG LLC | Evaluated |
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Risk Management | TRM |
| 2024-06-04 | BTIG LLC | Evaluated |
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Marketing Automation | CRM |
FAQ - APPS RUN THE WORLD BTIG LLC Technographics
BTIG LLC is a Banking and Financial Services organization based in United States,
with around 655 employees and annual revenues of $135.0 million.
BTIG LLC operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Cisco Webex Meetings and BlueMatrix,
covering areas like ERP Financial, Audio Video and Web Conferencing and Content Management.
BTIG LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Cisco Systems and BlueMatrix.
BTIG LLC recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and Cisco Webex Meetings in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of BTIG LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates BTIG LLC’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 BTIG LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.