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Coats Financial Planning
Location
804 Stone Creek Pkwy Ste 7,
Louisville, 40223-5361, KY,
United States
Website
https://www.coatsfinancialplanning.com/
Phone
1 502-426-0300
Artw industry
Banking and Financial Services
Employee
Revenue

Coats Financial Planning Technographics

Coats Financial Planning Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Coats Financial Planning has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2015, Google Tag Manager for Tag Management in 2018, RightCapital for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Coats Financial Planning is running and its propensity to invest more and deepen its relationship with Google , RightCapital , Amazon Web Services (AWS) 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 Coats Financial Planning revenues, which have grown to $1.0 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 Coats Financial Planning 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.

Coats Financial Planning Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2018 2018
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
RightCapital Legacy RightCapital Portfolio and Investment Management Investment Management n/a 2022 2022
In 2022, Coats Financial Planning deployed RightCapital for Portfolio and Investment Management, surfacing RightCapital on the firm website to provide client-facing planning and portfolio access. The deployment reflects a small advisory practice architecture, provisioning cloud-hosted financial planning and portfolio visualization capabilities that advisors and clients can access through the firm site. Functional emphasis centers on client-facing financial planning, interactive cash flow and retirement modeling, consolidated portfolio reporting and a secure client portal, capabilities typical of Portfolio and Investment Management applications. Operational coverage is focused on the advisory practice and client service functions, with governance routed through advisor workflows to use RightCapital as the primary tool for planning and reporting while the website integration extends secure client access.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Content Delivery Network IaaS 2019 2019
IT Decision Makers and Key Stakeholders at Coats Financial Planning
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Coats Financial Planning Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Coats Financial Planning Technographics

Coats Financial Planning is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Coats Financial Planning operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), Google Tag Manager and RightCapital, covering areas like Collaboration, Tag Management and Portfolio and Investment Management.

Coats Financial Planning has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google and RightCapital.

Coats Financial Planning recently adopted applications including RightCapital in 2022, Amazon CloudFront in 2019 and Google Tag Manager in 2018, highlighting its ongoing modernization strategy.

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

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