AI Buyer Insights:

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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● 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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

Capital Planning Advisors
Location
1420 Rocky Ridge Dr., Suite 140,
Roseville, 95661, CA,
United States
Website
https://www.capitalplanningadvisors.com/
Phone
1 916-286-7650
Artw industry
Banking and Financial Services
Employee
Revenue

Capital Planning Advisors Technographics

Capital Planning Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Capital Planning 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 Capital Planning 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 Capital Planning Advisors has purchased the following applications: PayPal Braintree for Payment Processing in 2023, Microsoft 365 for Collaboration in 2015, WordPress for Web Content Management in 2013 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 Planning Advisors is running and its propensity to invest more and deepen its relationship with PayPal , Microsoft , CodeTwo 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 Planning Advisors revenues, which have grown to $6.0 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 Planning 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.

Capital Planning Advisors Tech Stack and Enterprise Applications

Capital Planning Advisors ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PayPal Legacy PayPal Braintree Payment Processing ERP n/a 2023 2023
Capital Planning Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2021 2021
Capital Planning Advisors Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2013 2013
Capital Planning Advisors eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2016 2016
Capital Planning Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Analytics CRM 2011 2011
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2011 2011
Tag Management CRM 2017 2017
Capital Planning Advisors Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2020 2020
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2010 2010
Capital Planning Advisors PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2017 2017
Capital Planning Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2006 2006
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2013 2013
Domain Name System (DNS) IaaS 2023 2023
Capital Planning Advisors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2023 2023
Secure Sockets Layer (SSL) CyberSecurity 2014 2014
Secure Sockets Layer (SSL) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2023 2023
Vulnerability Management CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Capital Planning Advisors

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Capital Planning Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Capital Planning Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Capital Planning Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Capital Planning Advisors Technographics
Capital Planning Advisors is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $6.0 million.
Capital Planning Advisors operates a diverse technology stack with applications such as PayPal Braintree, Microsoft 365 and WordPress, covering areas like Payment Processing, Collaboration and Web Content Management.
Capital Planning Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as PayPal, Microsoft and Automattic.
Capital Planning Advisors recently adopted applications including Cloudflare CDN in 2025, PayPal Braintree in 2023 and QTS Service Delivery Platform in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Capital Planning Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Capital Planning 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 Capital Planning Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.