AI Buyer Insights:

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

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

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

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

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● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne 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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● 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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne 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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● 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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

Camelotta Advisors
Location
369 Pine St #430,
San Francisco, 94104, CA,
United States
Website
https://www.camelotta.com/
Phone
1 415-806-3641
Artw industry
Banking and Financial Services
Employee
Revenue

Camelotta Advisors Technographics

Camelotta Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Camelotta Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Camelotta 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 Camelotta Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2020, Hubspot CRM for CRM in 2019, SS&C Advent PPM for Project Portfolio Management in 2012 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Camelotta Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , HubSpot , SS&C Technologies 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 Camelotta Advisors 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 Camelotta 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.

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Camelotta 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 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot CRM CRM CRM n/a 2019 2019
Marketing Automation CRM 2021 2021
PPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Technologies Legacy SS&C Advent PPM Project Portfolio Management PPM n/a 2012 2012
In 2012, Camelotta Advisors deployed SS&C Advent PPM as their Project Portfolio Management solution. The small United States advisory firm with ten employees used SS&C Advent PPM to analyze performance and identify key risks across client portfolios, and to operationalize rebalancing strategies for client accounts. The implementation targeted portfolio oversight and monitoring as the primary business function. Camelotta configured SS&C Advent PPM to leverage portfolio analytics, risk analytics, performance attribution and rebalancing workflow capabilities common to Project Portfolio Management platforms. The configuration emphasized portfolio-level reporting and automated rebalancing rule sets, enabling analysts and portfolio managers to execute and document rebalancing decisions within the Advent portfolio management environment. SS&C Advent PPM was used to standardize the review cadence for client accounts and to centralize portfolio decisioning artifacts. Operational scope covered the investment advisory team and client-facing portfolio management processes, with governance focused on documented rebalancing rules and routine portfolio risk reviews. Workflows were adjusted to route performance and risk outputs from SS&C Advent PPM into advisor review cycles and decision notes, creating an auditable trail of rebalancing actions. The firm’s stated outcome from the deployment was improved analysis of portfolio performance and key risks across clients and the deployment of systematic rebalancing strategies.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
IT Decision Makers and Key Stakeholders at Camelotta Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Camelotta Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Camelotta Advisors Technographics

Camelotta Advisors is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Camelotta Advisors operates a diverse technology stack with applications such as Microsoft 365, Hubspot CRM and SS&C Advent PPM, covering areas like Collaboration, CRM and Project Portfolio Management.

Camelotta Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, HubSpot and SS&C Technologies.

Camelotta Advisors recently adopted applications including Hubspot Marketing Automation in 2021, Microsoft 365 in 2020 and GoDaddy CDN in 2020, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Camelotta Advisors’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Camelotta 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 Camelotta Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.