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Congress Wealth Management
Location
250 Northern Ave # 310,
Boston, 02210-2035, MA,
United States
Website
https://www.congresswealth.com/
Phone
1 617-428-7600
Artw industry
Banking and Financial Services
Employee
Revenue

Congress Wealth Management Technographics

Congress Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Congress 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 Congress 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 Congress Wealth Management has purchased the following applications: Rackspace Cloud for Application Hosting and Computing Services in 2016, SS&C Advent Black Diamond for Asset and Wealth Management in 2014, Microsoft 365 for Collaboration in 2018 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 Wealth Management is running and its propensity to invest more and deepen its relationship with Rackspace Technology , SS&C Technologies , 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 Congress 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 Congress 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.

Congress Wealth Management Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2016 2016
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
SS&C Technologies Legacy SS&C Advent Black Diamond Asset and Wealth Management Investment Management n/a 2014 2014
Portfolio and Investment Management Investment Management 2021 2021
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Collaboration Collaboration 2022 2022
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Secure Email Gateways (SEGs) CyberSecurity 2021 2021
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Tag Management CRM 2019 2019
IT Decision Makers and Key Stakeholders at Congress Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Congress Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Congress Wealth Management Technographics

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

Congress Wealth Management operates a diverse technology stack with applications such as Rackspace Cloud, SS&C Advent Black Diamond and Microsoft 365, covering areas like Application Hosting and Computing Services, Asset and Wealth Management and Collaboration.

Congress Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Rackspace Technology, SS&C Technologies and Microsoft.

Congress Wealth Management recently adopted applications including Slack Connect in 2022, Orion Enterprise in 2021 and Mimecast Email Security in 2021, highlighting its ongoing modernization strategy.

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

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