Cedar Rapids, 52401, IA,
United States
Conscious Capital Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Conscious Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Conscious Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Conscious Capital has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2016, Vimeo Online Video Editor for Video Editing in 2016, Betterment for Advisors Portfolio Management for Portfolio and Investment Management 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 Conscious Capital is running and its propensity to invest more and deepen its relationship with Google , Vimeo , Automattic 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 Conscious Capital 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 Conscious Capital 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2016 | 2016 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Vimeo | Legacy | Vimeo Online Video Editor | Video Editing | Content Management | n/a | 2016 | 2016 |
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Web Content Management | Content Management |
|
2016 | 2016 |
|
Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Betterment for Advisors | Legacy | Betterment for Advisors Portfolio Management | Portfolio and Investment Management | Investment Management | n/a | 2024 | 2024 |
In 2024, Conscious Capital implemented Betterment for Advisors Portfolio Management, a Portfolio and Investment Management application. The deployment was led by founder Derek Tharp, who is a public Betterment for Advisors user and ambassador, and the implementation focused on automating advisor workflows for clients in the United States.
Betterment for Advisors Portfolio Management was configured to leverage automated deposits, automated rebalancing, tax-loss harvesting, asset location, and core portfolio management capabilities. Configuration emphasized policy-driven automation, using the platform to enforce rebalancing bands, schedule deposits, and enable tax-loss harvesting and asset-location rules across client accounts.
The implementation operates as a platform-centric advisor workflow, applying automation across investment operations and client service functions rather than bespoke on-premise infrastructure. Operational coverage centers on advisor-driven portfolio administration and client account management for Conscious Capital’s US client base, with portfolio automation embedded into daily trading and allocation processes.
Governance shifted toward centralized rule configuration and advisor oversight, with Conscious Capital using platform settings to standardize portfolio behavior and reduce manual maintenance. Derek Tharp reports that automation freed time for planning and client service and supported broader adoption of tax-loss harvesting and asset-location features among his clients in the United States.
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
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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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2024 | 2024 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2018 | 2018 |
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Secure Sockets Layer (SSL) | CyberSecurity |
|
2020 | 2020 |
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