Camelotta Advisors
369 Pine St #430,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 415-806-3641
Banking and Financial Services
Camelotta Advisors Technographics
Camelotta Advisors Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications
Camelotta Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, Camelotta Advisors deployed Microsoft 365 as its primary Collaboration platform. The Microsoft 365 deployment is referenced on the Camelotta Advisors public website, indicating the application is in active operational use.
The deployment is a Microsoft 365 tenant-hosted configuration in Microsoft cloud, sized for a 10 person financial services firm. Functional modules implemented align with Collaboration capabilities, including Exchange Online for email, SharePoint Online for shared content and document libraries, Microsoft Teams for synchronous communication, and OneDrive for individual file storage. These modules support core content management, team collaboration, and real time communication workflows.
Operational coverage is focused on internal teams in the United States and supports business functions such as client services, internal administration, and document-centric workflows. Governance and operational controls are consistent with small-organization Microsoft 365 practices, including tenant level user provisioning, access control, and document sharing policies to manage collaboration and information security.
Microsoft 365 is positioned as the firmwide Collaboration backbone at Camelotta Advisors, with the website presence surfacing the platform choice and signaling centralized use of Microsoft 365 for email, content, and team collaboration.
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Camelotta Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019 Camelotta Advisors implemented Hubspot CRM, deploying Hubspot CRM to capture and manage client prospects directly from its public website. The deployment targeted core CRM functions for the firm, aligning the application to sales and marketing workflows for a 10 person United States based financial advisory practice.
Configuration focused on contact and company records, deal pipelines, web form capture and tracking, and basic email engagement workflows consistent with CRM category capabilities. Hubspot CRM configuration emphasized lead capture from site forms and tracking scripts, standard contact properties, staged opportunity records, and templated outreach to support ongoing client advisory activities.
The implementation integrated the website with the CRM to route inbound leads into defined sales stages, and it extended operational coverage across sales, marketing and client advisory functions. Governance centered on data entry standards, contact ownership rules, and access controls for advisory staff, with workflows to ensure captured website leads were assigned and triaged to the appropriate advisor.
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Marketing Automation | CRM |
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2021 | 2021 |
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Camelotta Advisors 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.
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Camelotta Advisors 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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Camelotta Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Camelotta Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Camelotta Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Camelotta Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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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.