New York, 10013, NY,
United States
Citi Wealth Technographics
Citi Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Citi Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2839 Citi Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Citi Wealth has purchased the following applications: Palantir AIP Platform for Generative AI Platforms in 2024, Cisco Webex Meetings for Audio Video and Web Conferencing in 2023, Acoustic Analytics (formerly IBM Tealeaf) for Customer Analytics in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Citi Wealth is running and its propensity to invest more and deepen its relationship with Palantir Technologies , Cisco Systems , Facebook 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 Citi Wealth revenues, which have grown to $6.65 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 Citi Wealth 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.
Citi Wealth Tech Stack and Enterprise Applications
Citi Wealth AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Palantir Technologies | Legacy | Palantir AIP Platform | Generative AI Platforms | AI Development | n/a | 2024 | 2024 |
|
Citi Wealth Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2023 | 2023 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Citi Wealth CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Acoustic | Legacy | Acoustic Analytics (formerly IBM Tealeaf) | Customer Analytics | CRM | n/a | 2014 | 2014 |
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Customer Data Platform | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2021 | 2021 |
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Customer Experience, Customer Analytics | CRM |
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2024 | 2024 |
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Data Management Platform | CRM |
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2023 | 2023 |
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Data Management Platform | CRM |
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2025 | 2025 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2014 | 2014 |
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Tag Management | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2025 | 2025 |
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Citi Wealth Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
Asset and Wealth Management | Investment Management |
|
2025 | 2025 |
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Citi Wealth TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Governance, Risk and Compliance | TRM |
|
2025 | 2025 |
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Governance, Risk and Compliance | TRM |
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2025 | 2025 |
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Citi Wealth 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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2015 | 2015 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Citi Wealth CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
|
2012 | 2012 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at Citi Wealth
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Citi Wealth Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||