AI Buyer Insights:

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

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

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

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

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

Cole Wealth Management
Location
9332 E Raintree Dr Suite 100,
Scottsdale, 85260, AZ,
United States
Website
https://www.colewealth.com/
Phone
1 480-275-6354
Artw industry
Banking and Financial Services
Employee
Revenue

Cole Wealth Management Technographics

Cole Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Cole Wealth Management has purchased the following applications: Leadster for Chatbots and Conversational AI in 2024, Microsoft 365 for Collaboration in 2018, Microsoft Clarity for Marketing Analytics in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Cole Wealth Management is running and its propensity to invest more and deepen its relationship with Leadster , Microsoft , Klaviyo 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 Cole Wealth Management 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 Cole Wealth Management 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.

Cole Wealth Management Tech Stack and Enterprise Applications

Cole Wealth Management AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Leadster Legacy Leadster Chatbots and Conversational AI AI-Powered Application n/a 2024 2024
Cole Wealth Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Cole Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Clarity Marketing Analytics CRM n/a 2024 2024
Marketing Automation CRM 2024 2024
Tag Management CRM 2024 2024
Cole Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2024 2024
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2024 2024

IT Decision Makers and Key Stakeholders at Cole Wealth Management

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Cole Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Cole Wealth Management IT executives and key decision makers. This section highlights Cole Wealth Management's latest recorded technology evaluations, including BlackRock Aladdin for Portfolio and Investment Management on 2025-04-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Cole Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-04-29 Cole Wealth Management Evaluated BlackRock BlackRock Aladdin Portfolio and Investment Management Investment Management
FAQ - APPS RUN THE WORLD Cole Wealth Management Technographics
Cole Wealth Management is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Cole Wealth Management operates a diverse technology stack with applications such as Leadster, Microsoft 365 and Microsoft Clarity, covering areas like Chatbots and Conversational AI, Collaboration and Marketing Analytics.
Cole Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Leadster and Microsoft.
Cole Wealth Management recently adopted applications including Leadster in 2024, Microsoft Clarity in 2024 and Klaviyo in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Cole Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Cole Wealth Management’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 Cole Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.