AI Buyer Insights:

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Callan Family Office
Location
201 King of Prussia Road, Suite 650,
Radnor, 19087, PA,
United States
Website
https://www.callanfamilyoffice.com/
Phone
1 877-506-7990
Artw industry
Banking and Financial Services
Employee
Revenue

Callan Family Office Technographics

Callan Family Office Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Callan Family Office and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 26 Callan Family Office employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Callan Family Office has purchased the following applications: Vimeo Online Video Editor for Video Editing in 2023, Google Tag Manager for Tag Management in 2022, MSCI Wealth Manager for Asset and Wealth Management in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Callan Family Office is running and its propensity to invest more and deepen its relationship with Vimeo , Automattic , Google 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 Callan Family Office 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 Callan Family Office 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.

Callan Family Office Tech Stack and Enterprise Applications

Callan Family Office Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vimeo Legacy Vimeo Online Video Editor Video Editing Content Management n/a 2023 2023
Web Content Management Content Management 2022 2022
Callan Family Office CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2022 2022
Callan Family Office Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
MSCI Legacy MSCI Wealth Manager Asset and Wealth Management Investment Management n/a 2024 2024
In 2024, Callan Family Office deployed MSCI Wealth Manager to unify public and private asset insights and scale risk-aware, personalized portfolio guidance across client portfolios in the United States. The deployment targeted wealth and family office portfolio construction and reporting within the Asset and Wealth Management category, centralizing multi-asset analytics and client reporting workflows. Implementation emphasized configuring portfolio construction templates and reporting views to incorporate private asset valuation inputs and aggregated public market exposures. MSCI Wealth Manager was used to surface private asset risk metrics alongside public market analytics, establishing consistent multi-asset advice processes and risk-aware guidance for advisors. Operational scope was focused on client portfolios managed by Callan Family Office in the United States, with governance centered on standardized reporting and portfolio construction workflows to support scalable, personalized advice. The implementation improved visibility into private asset risk and enabled more consistent, multi-asset advice at scale.
Callan Family Office TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2022 2022
Callan Family Office PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2021 2021
Callan Family Office IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2023 2023
Application Hosting and Computing Services IaaS 2025 2025
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Domain Name System (DNS) IaaS 2021 2021
Domain Name System (DNS) IaaS 2022 2022
Callan Family Office CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Callan Family Office

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Callan Family Office Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Callan Family Office IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Callan Family Office digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Callan Family Office Technographics
Callan Family Office is a Banking and Financial Services organization based in United States, with around 26 employees and annual revenues of $50.0 million.
Callan Family Office operates a diverse technology stack with applications such as Vimeo Online Video Editor, Google Tag Manager and MSCI Wealth Manager, covering areas like Video Editing, Tag Management and Asset and Wealth Management.
Callan Family Office has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Vimeo, Google and MSCI.
Callan Family Office recently adopted applications including OVHcloud in 2025, MSCI Wealth Manager in 2024 and Vimeo Online Video Editor in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Callan Family Office’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Callan Family Office’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 Callan Family Office technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.