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Congress Asset Management Company
Location
933 Keystone Cir,
Birmingham, 35214-4419, AL,
United States
Website
https://www.congressasset.com/
Phone
1 617-737-1566
Artw industry
Banking and Financial Services
Employee
Revenue

Congress Asset Management Company Technographics

Congress Asset Management Company Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Congress Asset Management Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 250 Congress Asset Management Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Congress Asset Management Company has purchased the following applications: INAP Cloud for Application Hosting and Computing Services in 2013, Microsoft 365 for Collaboration in 2018, AssetMark Adhesion Wealth Portfolio Construction for Portfolio and Investment Management 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 Congress Asset Management Company is running and its propensity to invest more and deepen its relationship with Internap Holding , Microsoft , Cloudflare 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 Congress Asset Management Company revenues, which have grown to $25.0 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 Congress Asset Management Company 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.

Congress Asset Management Company Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Internap Holding Legacy INAP Cloud Application Hosting and Computing Services IaaS n/a 2013 2013
Content Delivery Network IaaS 2020 2020
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AssetMark Legacy AssetMark Adhesion Wealth Portfolio Construction Portfolio and Investment Management Investment Management n/a 2015 2015
In 2015, Congress Asset Management Company implemented AssetMark Adhesion Wealth Portfolio Construction, Apps Category . The firm discloses participation in wrap fee programs sponsored by Adhesion Wealth to deliver UMA and wrap sub-advisory services in the United States, and its Form ADV explicitly lists Adhesion as a wrap sponsor. This establishes AssetMark Adhesion Wealth Portfolio Construction as the vehicle for portfolio and UMA delivery within Congress Asset Management Company’s wrap-program client set. AssetMark Adhesion Wealth Portfolio Construction is used to provide portfolio construction and outsourced portfolio administration for wrap-program clients, aligning sub-advisory workflows and model delivery with sponsor-led program requirements. Functional capabilities referenced by disclosure include UMA/wrap sub-advisory delivery and portfolio administration, which imply centralized model provisioning and program-level portfolio orchestration consistent with wrap program operations. The application supports the firm’s portfolio delivery chain rather than front-office product manufacturing. Operational coverage is scoped to wrap-program clients in the United States, with governance evidence surfaced through Form ADV filings that name Adhesion as the program sponsor. That disclosure indicates formalized program governance and regulatory alignment between Congress Asset Management Company and Adhesion Wealth for outsourced administration of wrap accounts. The implementation narrative centers on portfolio construction, UMA delivery, and outsourced administration as the primary business functions impacted.
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Congress Asset Management Company
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Congress Asset Management Company Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Congress Asset Management Company Technographics

Congress Asset Management Company is a Banking and Financial Services organization based in United States, with around 250 employees and annual revenues of $25.0 million.

Congress Asset Management Company operates a diverse technology stack with applications such as INAP Cloud, Microsoft 365 and AssetMark Adhesion Wealth Portfolio Construction, covering areas like Application Hosting and Computing Services, Collaboration and Portfolio and Investment Management.

Congress Asset Management Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Internap Holding, Microsoft and AssetMark.

Congress Asset Management Company recently adopted applications including Cloudflare CDN in 2020, Mimecast Email Security in 2020 and Microsoft 365 in 2018, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Congress Asset Management Company’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Congress Asset Management Company’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 Congress Asset Management Company technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.