AI Buyer Insights:

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

Crescent Grove Advisors
Location
313 N. Plankinton Ave. Ste. 216,
Milwaukee, 53203, WI,
United States
Website
https://www.crescentgroveadvisors.com/
Phone
1 414-386-5340
Artw industry
Banking and Financial Services
Employee
Revenue

Crescent Grove Advisors Technographics

Crescent Grove Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Crescent Grove Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 35 Crescent Grove 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 Crescent Grove Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2016, WooCommerce for eCommerce in 2021, Orion Redtail CRM for CRM in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Crescent Grove Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , 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 Crescent Grove Advisors revenues, which have grown to $6.0 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 Crescent Grove 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.

Crescent Grove Advisors Tech Stack and Enterprise Applications

Crescent Grove Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
Crescent Grove Advisors eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WooCommerce eCommerce eCommerce n/a 2021 2021
Crescent Grove Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Orion Advisor Solutions Legacy Orion Redtail CRM CRM CRM n/a 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2023 2023
Tag Management CRM 2023 2023
Crescent Grove Advisors Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2022 2022
Crescent Grove Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2023 2023
Crescent Grove Advisors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2017 2017

IT Decision Makers and Key Stakeholders at Crescent Grove Advisors

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Crescent Grove Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Crescent Grove Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Crescent Grove Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Crescent Grove Advisors Technographics
Crescent Grove Advisors is a Banking and Financial Services organization based in United States, with around 35 employees and annual revenues of $6.0 million.
Crescent Grove Advisors operates a diverse technology stack with applications such as Microsoft 365, WooCommerce and Orion Redtail CRM, covering areas like Collaboration, eCommerce and CRM.
Crescent Grove Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Automattic and Orion Advisor Solutions.
Crescent Grove Advisors recently adopted applications including Salesforce Sales Cloud in 2023, Google Tag Manager in 2023 and Akamai CDN in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Crescent Grove Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Crescent Grove 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 Crescent Grove Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.