DriveWealth
28 Liberty St,
New York, 10005, NY,
United States
New York, 10005, NY,
United States
1 800-461-2680
Banking and Financial Services
DriveWealth Technographics
DriveWealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by DriveWealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 DriveWealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that DriveWealth has purchased the following applications: Foundant GrantHub for Grant Management in 2022, Tableau for Analytics and BI in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems DriveWealth is running and its propensity to invest more and deepen its relationship with Foundant Technologies , Tableau Software , Google 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 DriveWealth revenues, which have grown to $100.0 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 DriveWealth 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.
DriveWealth Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Foundant Technologies | Legacy | Foundant GrantHub | Grant Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, DriveWealth implemented Foundant GrantHub on its website as part of its Grant Management capability. Foundant GrantHub was configured to manage the end to end grant lifecycle, providing online application intake, reviewer assignment and scoring, award tracking, and document management for public facing applicants.
The deployment is embedded in DriveWealths public website to provide application forms and grantee status pages, with operational ownership centered on program administrators and community investment teams. Governance changes focused on standardizing intake processes, defining reviewer roles and permission sets within Foundant GrantHub, and centralizing application data to streamline review workflows and ongoing award administration.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tableau Software | Legacy | Tableau | Analytics and BI | Analytics and BI | n/a | 2018 | 2018 |
In 2018 DriveWealth implemented Tableau for Analytics and BI to support internal KPI tracking and client-facing reporting functions. DriveWealth used Tableau to develop and manage operational dashboards sourced from MySQL, with reports and visualizations published to Tableau Online for client access and internal consumption. The implementation emphasized creation of tailored Tableau reports by a Data Analyst role, leveraging Excel to reconcile and extrapolate disparate data sets prior to visualization.
Reporting automation and schedule orchestration were implemented through custom scripts that automated data preparation and refresh workflows, and an automated invoicing schedule was created after analysis of carrying agreements. Integrations explicitly included MySQL as the primary data source, Tableau Online for hosting, Excel for data assembly, and bespoke scripts for ETL and scheduling. Governance focused on centralizing reporting workflows and scripting automation to standardize KPI distribution, operational analytics, client dashboards, and invoicing cadence.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, DriveWealth deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The deployment extended core collaboration capabilities across the organization, covering enterprise email, cloud storage, document and spreadsheet co-authoring, scheduling, and video conferencing to support approximately 350 employees.
Google Workspace (Formerly Google G-Suite) was provisioned with tenant-level administration through the Google Admin console, enabling centralized identity and access controls, group management, audit logging, and retention policy configuration aligned with financial services operational requirements. Functional modules in regular use include Gmail for corporate email, Google Drive for document management, Google Docs and Google Sheets for collaborative authoring, Google Meet for virtual meetings, and Google Calendar for scheduling, and the implementation maps to business functions such as engineering, trading operations, compliance, and corporate support with governance focused on administrative controls and data governance workflows.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2022 | 2022 |
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Customer Support | CRM |
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2021 | 2021 |
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Customer Support | CRM |
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2021 | 2021 |
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Marketing Analytics, Customer Engagement | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Environmental, Social, and Governance (ESG) | EPM |
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2017 | 2017 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Incident Management | ITSM |
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2019 | 2019 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Trading Platform | Investment Management |
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2015 | 2015 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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AML, Fraud and Compliance | TRM |
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2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2014 | 2014 |
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Transactional Email | PaaS |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Database Management | IaaS |
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2020 | 2020 |
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Domain Name System (DNS) | IaaS |
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2020 | 2020 |
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Infrastructure as Code (IaC) | IaaS |
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2020 | 2020 |
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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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at DriveWealth
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by DriveWealth Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from DriveWealth IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the DriveWealth digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD DriveWealth Technographics
DriveWealth is a Banking and Financial Services organization based in United States,
with around 350 employees and annual revenues of $100.0 million.
DriveWealth operates a diverse technology stack with applications such as
Foundant GrantHub, Tableau and Google Workspace (Formerly Google G-Suite),
covering areas like Grant Management, Analytics and BI and Collaboration.
DriveWealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Foundant Technologies, Tableau Software and Google.
DriveWealth recently adopted applications including
DocuSign eSignature in 2023, Foundant GrantHub in 2022 and IHS Markit BD Corporate in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of DriveWealth’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates DriveWealth’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 DriveWealth technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.