
New York, 10055, NY,
United States
Evercore Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Evercore Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 120 Evercore Wealth 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 Evercore Wealth Management has purchased the following applications: Amazon EC2 for Application Hosting and Computing Services in 2019, Workday Financial Management for ERP Financial in 2021, SS&C Advent Portfolio Exchange for Portfolio and Investment Management in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Evercore Wealth Management is running and its propensity to invest more and deepen its relationship with Amazon Web Services (AWS) , Cloudflare , Workday 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 Evercore Wealth Management revenues, which have grown to $75.0 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 Evercore Wealth 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.
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IaaS
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2019 | 2019 |
|
|
|
Cloud Storage | IaaS |
|
2020 | 2020 |
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
Content Delivery Network | IaaS |
|
2024 | 2024 |
ERP Financial Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
Workday | Legacy | Workday Financial Management | ERP Financial | ERP Financial Management | n/a | 2021 | 2022 |
|
|
|
Financial Consolidation and Close | ERP Financial Management |
|
2016 | 2017 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
SS&C Technologies | Legacy | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | Investment Management | n/a | 2016 | 2017 |
|
|
|
Trade Order Management System (TOMS) | Investment Management |
|
2016 | 2017 |
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
|
|
|
Tag Management | CRM |
|
2020 | 2020 |
First Name | Last Name | Title | Function | Department | Phone | |
---|---|---|---|---|---|---|
Chief Investment Officer | CXO | Finance | ||||
General Counsel and Chief Compliance Officer | CXO | Operations | ||||
President and CEO | CXO | Operations | ||||
Partner and Head of Operations | Director | Operations | ||||
Managing Director Information Technology | CXO | IT |
Date | Company | Status | Vendor | Product | Category | Market |
---|---|---|---|---|---|---|
No data found |