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Certified Financial Planners
Location
1425 K Street NW #800,
Washington, 20005, DC,
United States
Website
https://www.cfp.net/
Phone
1 800-487-1497
Artw industry
Professional Services
Employee
Revenue

Certified Financial Planners Technographics

Certified Financial Planners Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Certified Financial Planners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 110 Certified Financial Planners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Certified Financial Planners has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2020, Microsoft 365 for Collaboration in 2016, Onit ContractWorks for Contract Lifecycle Management in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Certified Financial Planners is running and its propensity to invest more and deepen its relationship with Microsoft , Amazon Web Services (AWS) , Cloudflare 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 Certified Financial Planners 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 Certified Financial Planners 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.

Certified Financial Planners Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Procurement
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Onit Legacy Onit ContractWorks Contract Lifecycle Management Procurement n/a 2016 2016
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Digital Advertising Platform CRM 2019 2019
Tag Management CRM 2015 2015
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Web Application Firewalls (WAF) CyberSecurity 2021 2021
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Web Content Management Content Management 2020 2020
IT Decision Makers and Key Stakeholders at Certified Financial Planners
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Certified Financial Planners Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Certified Financial Planners Technographics

Certified Financial Planners is a Professional Services organization based in United States, with around 110 employees and annual revenues of $6.0 million.

Certified Financial Planners operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Microsoft 365 and Onit ContractWorks, covering areas like Application Hosting and Computing Services, Collaboration and Contract Lifecycle Management.

Certified Financial Planners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Onit.

Certified Financial Planners recently adopted applications including Cloudflare CDN in 2022, Amazon CloudFront in 2021 and Imperva Sonar in 2021, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Certified Financial Planners’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 Certified Financial Planners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.