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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Conscious Capital Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google 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
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.
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2024 2024
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Conscious Capital
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Conscious Capital Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Conscious Capital Technographics

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

Conscious Capital operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), Vimeo Online Video Editor and Betterment for Advisors Portfolio Management, covering areas like Collaboration, Video Editing and Portfolio and Investment Management.

Conscious Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, Vimeo and Betterment for Advisors.

Conscious Capital recently adopted applications including Betterment for Advisors Portfolio Management in 2024, Google Identity Platform in 2024 and Twilio Sendgrid in 2021, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Conscious Capital’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 Conscious Capital technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.