AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

DFO Management
Location
550 Madison Ave 20th floor,
New York, 10022, NY,
United States
Website
https://www.dellfamilyoffice.com/
Phone
1 212-303-1650
Artw industry
Banking and Financial Services
Employee
Revenue

DFO Management Technographics

DFO Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by DFO Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 DFO 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 DFO Management has purchased the following applications: Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2021, IVP Enterprise Data Management (EDM) for CRM and Investor Relationship Management in 2014, OpenAI GPT-4 for Generative AI Platforms in 2025 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems DFO Management is running and its propensity to invest more and deepen its relationship with Google , GoDaddy , Rackspace Technology 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 DFO Management revenues, which have grown to $5.0 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 DFO 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.

DFO Management Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2023 2023
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Indus Valley Partners Legacy IVP Enterprise Data Management (EDM) CRM and Investor Relationship Management Investment Management n/a 2014 2014
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
OpenAI Legacy OpenAI GPT-4 Generative AI Platforms AI Development n/a 2025 2025
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tag Management CRM 2024 2024
IT Decision Makers and Key Stakeholders at DFO Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by DFO Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD DFO Management Technographics

DFO Management is a Banking and Financial Services organization based in United States, with around 50 employees and annual revenues of $5.0 million.

DFO Management operates a diverse technology stack with applications such as Google Cloud Platform (GCP), IVP Enterprise Data Management (EDM) and OpenAI GPT-4, covering areas like Application Hosting and Computing Services, CRM and Investor Relationship Management and Generative AI Platforms.

DFO Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, Indus Valley Partners and OpenAI.

DFO Management recently adopted applications including OpenAI GPT-4 in 2025, Atlassian Jira Service Desk in 2024 and Google Tag Manager in 2024, highlighting its ongoing modernization strategy.

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

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