AI Buyer Insights:

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

E P Wealth Advisors
Location
21515 Hawthorne Blvd # 1200,
Torrance, 90503, CA,
United States
Website
https://www.epwealth.com/
Phone
1 310-543-4559
Artw industry
Professional Services
Employee
Revenue

E P Wealth Advisors Technographics

E P Wealth Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by E P 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 E P 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 E P Wealth Advisors has purchased the following applications: Seismic Lessonly for Learning and Development in 2022, Microsoft 365 for Collaboration in 2019, Egnyte Financial Services for Content Management 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 E P Wealth Advisors is running and its propensity to invest more and deepen its relationship with Seismic , Microsoft , Egnyte 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 E P Wealth Advisors revenues, which have grown to $1.0 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 E P 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.

E P Wealth Advisors Tech Stack and Enterprise Applications

HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Seismic Legacy Seismic Lessonly Learning and Development HCM n/a 2022 2022
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Egnyte Legacy Egnyte Financial Services Content Management Content Management n/a 2023 2023
In 2023, E P Wealth Advisors implemented Egnyte Financial Services to secure confidential client data and to natively integrate file management with its Practifi CRM. The deployment addressed Content Management requirements for a small professional services firm operating across the United States, supporting advisory, portfolio management and compliance workflows. The implementation emphasized granular permissions, external secure file sharing, centralized permission management and audit reporting as core functional capabilities. Egnyte Financial Services was configured to provide governance features aligned with those capabilities, and the native Practifi CRM integration linked document workflows to client and portfolio records to support advisory and portfolio management processes. Operational coverage included compliance and client service teams across the United States, with governance and workflow changes focused on centralized permission controls and audit trail consolidation. The rollout improved external secure file sharing, centralized permission management and audit reporting to address SEC and GLBA compliance requirements, as described in the vendor case study.
Digital Signing Content Management 2023 2023
Web Content Management Content Management 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Tracking and Recording CRM 2019 2019
CRM CRM 2019 2019
Digital Advertising Platform CRM 2019 2019
Marketing Analytics CRM 2019 2019
Marketing Automation CRM 2021 2021
Tag Management CRM 2017 2017
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
IT Service Management ITSM 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2021 2021
Portfolio and Investment Performance and Planning Investment Management 2016 2016
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2017 2017
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at E P Wealth Advisors

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by E P Wealth Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from E P Wealth Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the E P Wealth Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD E P Wealth Advisors Technographics
E P Wealth Advisors is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
E P Wealth Advisors operates a diverse technology stack with applications such as Seismic Lessonly, Microsoft 365 and Egnyte Financial Services, covering areas like Learning and Development, Collaboration and Content Management.
E P Wealth Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Seismic, Microsoft and Egnyte.
E P Wealth Advisors recently adopted applications including Freshservice in 2024, Egnyte Financial Services in 2023 and DocuSign eSignature in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of E P Wealth Advisors’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates E P 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 E P Wealth Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.