Concentric Advisors
4030 Lake Washington Blvd NE #201,
Kirkland, 98033, WA,
United States
Kirkland, 98033, WA,
United States
1 425-828-0272
Professional Services
Concentric Advisors Technographics
Concentric Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Concentric Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Concentric Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Concentric Advisors has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, ADP Workforce Now for Core HR in 2020, Microsoft 365 for Collaboration in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Concentric Advisors is running and its propensity to invest more and deepen its relationship with Intuit , ADP , Microsoft 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 Concentric Advisors revenues, which have grown to $5.0 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 Concentric Advisors 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.
Concentric Advisors Tech Stack and Enterprise Applications
Concentric Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Concentric Advisors implemented Intuit Quickbooks Enterprise as its ERP Financial system. The small professional services firm of approximately 50 employees configured the application to centralize core accounting and payroll allocation processes and to provide a single ledger of record for fee billing and expense allocations.
Implementation work focused on provisioning the general ledger, chart of accounts, financial reporting structures, and payroll allocation entry workflows inside Intuit Quickbooks Enterprise. Finance staff review and enter payroll allocation into QuickBooks in a timely and accurate manner, with the system configured to capture allocation lines against service lines and cost centers. Governance was established through documented procedures and scheduled entry cycles, and operational ownership rested with the finance team responsible for reconciliation and ongoing maintenance within the Intuit Quickbooks Enterprise ERP Financial environment.
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Concentric Advisors HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2020 | 2020 |
In 2020, Concentric Advisors implemented ADP Workforce Now as its primary Core HR platform. The deployment centralized HR and payroll administration for the 50-employee professional services firm operating in the United States, and ADP Workforce Now is exposed on the corporate website to provide employee self-service and secure workforce access.
The implementation leverages ADP Workforce Now modules typical for Core HR, including HRIS record management, payroll processing, time and attendance, benefits administration, and reporting capabilities, configured to support small firm compliance and payroll workflows. ADP Workforce Now was configured for centralized user administration and manager approval workflows, with employee-facing authentication and self-service forms surfaced through the company website.
Operational governance is led by the internal HR function, responsible for ongoing configuration, user provisioning, and policy-based access controls across departments. The solution was deployed as a cloud-hosted SaaS platform to provide a single source of truth for HR and payroll data, and Concentric Advisors uses ADP Workforce Now to support core HR and payroll business functions.
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Concentric Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Concentric Advisors deployed Microsoft 365 as its Collaboration platform. The implementation provisioned a Microsoft 365 tenant to deliver email and calendaring via Exchange Online, file storage and document management via OneDrive and SharePoint, and real time collaboration and meetings through Microsoft Teams and Office web apps. Microsoft 365 was applied to core business collaboration workflows to support proposal creation, client deliverables, internal knowledge sharing, and firm communications.
The deployment used a cloud subscription model with centralized tenant administration, user account provisioning, and role based access controls to align with professional services governance needs. Public web assets reference Microsoft 365 components, consistent with using Microsoft 365 on their website. Concentric Advisors Microsoft 365 Collaboration supports advisory and operational business functions across the firm.
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Concentric Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Concentric Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Concentric Advisors 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Concentric Advisors 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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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Concentric Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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VP of Finance | VP | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Director of Information Technology | Director | IT | |
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Apps Being Evaluated by Concentric Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Concentric Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Concentric Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD Concentric Advisors Technographics
Concentric Advisors is a Professional Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Concentric Advisors operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, ADP Workforce Now and Microsoft 365,
covering areas like ERP Financial, Core HR and Collaboration.
Concentric Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, ADP and Microsoft.
Concentric Advisors recently adopted applications including
DocuSign eSignature in 2021, HubSpot Ads in 2021 and ZoomInfo Chorus in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Concentric Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Concentric Advisors’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 Concentric Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.