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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

Capital Advisory Group US
Location
2525 East Camelback Road, Suite 265,
Phoenix, 85016, AZ,
United States
Website
https://www.capitaladvisorygroup.us/
Phone
1 602-852-5454
Artw industry
Banking and Financial Services
Employee
Revenue

Capital Advisory Group US Technographics

Capital Advisory Group US Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Capital Advisory Group US and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Capital Advisory Group US employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Capital Advisory Group US has purchased the following applications: Network Solutions Email & Office for Application Hosting and Computing Services in 2015, F5 Defense.Net for DDoS Protection in 2017, AssetMark Adhesion Wealth Proposal Generation for Portfolio and Investment Performance and Planning in 2010 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Capital Advisory Group US is running and its propensity to invest more and deepen its relationship with Network Solutions , F5 Networks , AssetMark 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 Capital Advisory Group US revenues, which have grown to $2.0 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 Capital Advisory Group US 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.

Capital Advisory Group US Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Network Solutions Legacy Network Solutions Email & Office Application Hosting and Computing Services IaaS n/a 2015 2015
Application Hosting and Computing Services IaaS 2022 2022
Domain Name System (DNS) IaaS 2015 2015
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
F5 Networks Legacy F5 Defense.Net DDoS Protection CyberSecurity n/a 2017 2017
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AssetMark Legacy AssetMark Adhesion Wealth Proposal Generation Portfolio and Investment Performance and Planning Investment Management n/a 2010 2010
In 2010 Capital Advisory Group US implemented AssetMark Adhesion Wealth Proposal Generation. The deployment addressed reporting and investment-management capabilities within the Apps Category . The AssetMark Adhesion Wealth Proposal Generation implementation configured reporting modules, portfolio management workflows, tax-management processes, and unified managed accounts delivery. Proposal-generation and client-facing proposal tools were provisioned as part of the platform deployment, consistent with Adhesion Wealth Advisor Solutions functionality. Operational coverage focused on portfolio management and tax-management processes in the United States, with configuration to support client reporting and unified managed account delivery for the firm’s advisory clients. The rollout centralized reporting and UMA delivery workflows, and improved client reporting and UMA delivery as part of the implementation.
IT Decision Makers and Key Stakeholders at Capital Advisory Group US
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Capital Advisory Group US Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Capital Advisory Group US Technographics

Capital Advisory Group US is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $2.0 million.

Capital Advisory Group US operates a diverse technology stack with applications such as Network Solutions Email & Office, F5 Defense.Net and AssetMark Adhesion Wealth Proposal Generation, covering areas like Application Hosting and Computing Services, DDoS Protection and Portfolio and Investment Performance and Planning.

Capital Advisory Group US has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Network Solutions, F5 Networks and AssetMark.

Capital Advisory Group US recently adopted applications including Network Solutions Hosting in 2022, Sectigo SSL in 2020 and F5 Defense.Net in 2017, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Capital Advisory Group US’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 Capital Advisory Group US technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.