Citadel Securities
131 South Dearborn Street,
Chicago, 60603, IL,
United States
Chicago, 60603, IL,
United States
1 312-395-3100
Banking and Financial Services
Citadel Securities Technographics
Citadel Securities Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Citadel Securities and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1400 Citadel Securities employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Citadel Securities has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, DocuSign eSignature for Digital Signing in 2021, Salesforce Pardot for Marketing Automation in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Citadel Securities is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , DocuSign , Salesforce 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 Citadel Securities revenues, which have grown to $6.70 billion 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 Citadel Securities 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.
Citadel Securities Tech Stack and Enterprise Applications
Citadel Securities Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Citadel Securities deployed Zoom as its Audio Video and Web Conferencing solution and the Zoom presence is observable on the company public website. The site-level integration indicates web-based meeting join and external participant workflows, positioning Zoom for outward-facing conferencing and engagement at a 1400 employee financial services firm.
The Zoom implementation aligns with core Audio Video and Web Conferencing capabilities including video and audio meetings, browser-based join, screen sharing, webinar hosting and cloud recording, consistent with category expectations. Governance considerations for this deployment center on meeting access controls, participant authentication and centralized user provisioning, with operational ownership typically shared between corporate communications and IT teams, while no implementation partner or prior product details are provided.
|
Citadel Securities Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Citadel Securities implemented DocuSign eSignature as a Digital Signing solution on its website. The implementation embeds DocuSign eSignature into public-facing web forms to capture legally binding signatures through hosted signing sessions and embedded signing flows, leveraging DocuSign web APIs for session initiation and document delivery. This web-centric architecture centralizes signature capture on the corporate website and positions DocuSign eSignature as the primary Digital Signing interface for external counterparties.
Functional capabilities implemented reflect standard Digital Signing features, including template-driven document envelopes, signer authentication options, and immutable audit trails and timestamping to record execution events. Operational coverage is focused on customer-facing agreement workflows, integrating signature capture into onboarding and contract execution paths on the website, with governance controls around template standardization and retention of execution records to support compliance and auditability. Citadel Securities DocuSign eSignature Digital Signing therefore connects web-based agreement flows to legal and client operations through standardized electronic signature processes.
|
Citadel Securities CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Citadel Securities deployed Salesforce Pardot as a Marketing Automation solution on its corporate website. Citadel Securities Salesforce Pardot Marketing Automation supports marketing and demand generation on the corporate website by providing website-based prospect capture, tracking, and automated engagement.
The implementation used website-embedded tracking code and Pardot-hosted landing page and form assets to instrument visitor behavior and capture leads, aligning with common Marketing Automation architectures. Functional capabilities exercised include form capture, visitor and prospect tracking, email nurturing programs, engagement automation, and campaign-level attribution workflows. Operational ownership resided with marketing and digital channels, with marketing operations responsible for configuration, campaign orchestration, and standardized lead handoff procedures to downstream commercial teams.
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Citadel Securities ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2018 | 2018 |
|
Citadel Securities TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
|
|
|
|
Governance, Risk and Compliance | TRM |
|
2021 | 2021 |
|
Citadel Securities IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2019 | 2019 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Digital Workspace | IaaS |
|
2019 | 2019 |
|
Citadel Securities CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2018 | 2018 |
|
IT Decision Makers and Key Stakeholders at Citadel Securities
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Director of Technology COO | Director | IT | |
|
|
|
Head of Technology | Director | IT | |
|
|
|
Chief Operating Officer | CXO | Finance | |
|
|
|
Senior Managing Director & CTO | Director | Operations | |
|
Apps Being Evaluated by Citadel Securities Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Citadel Securities IT executives and key decision makers. This section highlights Citadel Securities's latest recorded technology evaluations, including The Trade Desk for Digital Advertising Platform on 2026-03-10, Fiserv Premier Bank Platform for Core Banking on 2025-12-04, and Microsoft Azure AI Platform for ML and Data Science Platforms on 2025-08-01. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Citadel Securities digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-10 | Citadel Securities | Evaluated | The Trade Desk | The Trade Desk | Digital Advertising Platform | CRM |
| 2025-12-04 | Citadel Securities | Evaluated | Fiserv | Fiserv Premier Bank Platform | Core Banking | ERP Services and Operations |
| 2025-08-01 | Citadel Securities | Evaluated | Microsoft | Microsoft Azure AI Platform | ML and Data Science Platforms | AI Development |
| 2025-07-24 | Citadel Securities | Evaluated |
|
|
Core Banking | ERP Services and Operations |
| 2025-04-15 | Citadel Securities | Evaluated |
|
|
Warehouse Management | SCM |
| 2025-04-14 | Citadel Securities | Evaluated |
|
|
Order Management | SCM |
| 2024-11-21 | Citadel Securities | Evaluated |
|
|
Payment Processing | ERP |
| 2024-08-28 | Citadel Securities | Evaluated |
|
|
Payment Processing | ERP |
FAQ - APPS RUN THE WORLD Citadel Securities Technographics
Citadel Securities is a Banking and Financial Services organization based in United States,
with around 1400 employees and annual revenues of $6.70 billion.
Citadel Securities operates a diverse technology stack with applications such as
Zoom, DocuSign eSignature and Salesforce Pardot,
covering areas like Audio Video and Web Conferencing, Digital Signing and Marketing Automation.
Citadel Securities has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoom Video Communications, DocuSign and Salesforce.
Citadel Securities recently adopted applications including
DocuSign eSignature in 2021, Salesforce Sales Cloud in 2021 and OneTrust Cookie Consent in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Citadel Securities’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Citadel Securities’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 Citadel Securities technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.