AI Buyer Insights:

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● 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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● 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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

Dynamic Wealth Advisors
Location
14780 W Mountain View Blvd,
Surprise, 85374, AZ,
United States
Website
https://www.dynamicwealthmgt.com/
Phone
1 623-466-6060
Artw industry
Professional Services
Employee
Revenue

Dynamic Wealth Advisors Technographics

Dynamic Wealth Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Dynamic Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Dynamic Wealth 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 Dynamic Wealth Advisors has purchased the following applications: Microsoft 365 for Collaboration in 2022, WordPress for Web Content Management in 2025, Linkedin Ads for Digital Advertising Platform in 2023 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Dynamic Wealth Advisors is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , Salesforce 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 Dynamic Wealth Advisors revenues, which have grown to $2.0 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 Dynamic Wealth 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.

Dynamic Wealth Advisors Tech Stack and Enterprise Applications

Dynamic Wealth Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2022 2022
Dynamic Wealth Advisors Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2025 2025
Dynamic Wealth Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Linkedin Ads Digital Advertising Platform CRM n/a 2023 2023
Marketing Automation CRM 2023 2023
Tag Management CRM 2020 2020
Tag Management CRM 2023 2023
Dynamic Wealth Advisors Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Trading Platform Investment Management 2017 2017
Dynamic Wealth Advisors PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2025 2025
Transactional Email PaaS 2025 2025
Dynamic Wealth Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2024 2024
Application Hosting and Computing Services IaaS 2025 2025
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2024 2024
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2019 2019
Dynamic Wealth Advisors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2022 2022
Secure Email Gateways (SEGs) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Dynamic Wealth Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Dynamic Wealth Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Dynamic Wealth Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Dynamic Wealth Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Dynamic Wealth Advisors Technographics
Dynamic Wealth Advisors is a Professional Services organization based in United States, with around 10 employees and annual revenues of $2.0 million.
Dynamic Wealth Advisors operates a diverse technology stack with applications such as Microsoft 365, WordPress and Linkedin Ads, covering areas like Collaboration, Web Content Management and Digital Advertising Platform.
Dynamic Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Automattic.
Dynamic Wealth Advisors recently adopted applications including WordPress in 2025, Twilio Sendgrid in 2025 and Postmark in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Dynamic Wealth Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Dynamic Wealth 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 Dynamic Wealth Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.