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Evercore Wealth Management
Location
55 East 52nd Street,
New York, 10055, NY,
United States
Website
https://www.evercorewealthandtrust.com/
Phone
1 212-822-7620
Artw industry
Banking and Financial Services
Employee
Revenue

Evercore Wealth Management Technographics

Evercore Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

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: Workday Financial Management for ERP Financial in 2021, Google Tag Manager for Tag Management in 2020, SS&C Advent Custodial Data for Financial Consolidation and Close 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 Workday , Google , SS&C Advent 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.

Evercore Wealth Management Tech Stack and Enterprise Applications

Evercore Wealth Management ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Financial Management ERP Financial ERP n/a 2021 2022
Evercore Wealth Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2020 2020
Evercore Wealth Management EPM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
SS&C Advent Legacy SS&C Advent Custodial Data Financial Consolidation and Close EPM n/a 2016 2017
In 2016, Evercore Wealth Management implemented SS&C Advent Custodial Data within its Financial Consolidation and Close toolset to centralize custodial transaction and position feeds across the firm. The deployment targeted reconciliation and consolidation workflows that support the firm’s investment management, trust and custody services across offices in New York, Minneapolis, San Francisco and Los Angeles. SS&C Advent Custodial Data was configured to ingest and normalize custodial data for position and transaction consolidation, and to support automated trade settlement and corrections workflows. The implementation aligned with standard Financial Consolidation and Close capabilities, including custodial data aggregation, transaction mapping, position reconciliation and consolidated reporting for middle office and operations use. The implementation was connected into the firm’s Advent ecosystem and custodian feeds, including integrations with Advent APX, Advent Moxy, Advent Axys, Advent ACD and Advent Dataport, and custodian systems such as SEI Trust3000 and Schwab as part of reconciliation processes. The team designed and continues to oversee an APX Moxy Custodian reconciliation review, and used Advent Moxy for trade execution and trade support workflows that feed custodial consolidation. Governance and operational changes accompanied the deployment, including design and ownership of trade settlement and corrections processes, automation of account opening into APX, oversight of third party vendor onboarding for class action processing, and project management practices for system updates and audit response preparation. Operational ownership sits with operations, middle office and client service teams, who manage reconciliations, settlement troubleshooting and quality control reviews that are fed by SS&C Advent Custodial Data.
Evercore Wealth Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2016 2017
Trade Order Management System (TOMS) Investment Management 2016 2017
Evercore Wealth Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Cloud Storage IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2024 2024

IT Decision Makers and Key Stakeholders at Evercore Wealth Management

First Name Last Name Title Function Department Email 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
Show All Contacts

Apps Being Evaluated by Evercore Wealth Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Evercore Wealth Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Evercore Wealth Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Evercore Wealth Management Technographics
Evercore Wealth Management is a Banking and Financial Services organization based in United States, with around 120 employees and annual revenues of $75.0 million.
Evercore Wealth Management operates a diverse technology stack with applications such as Workday Financial Management, Google Tag Manager and SS&C Advent Custodial Data, covering areas like ERP Financial, Tag Management and Financial Consolidation and Close.
Evercore Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Workday, Google and SS&C Advent.
Evercore Wealth Management recently adopted applications including Cloudflare CDN in 2024, Workday Financial Management in 2021 and Google Tag Manager in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Evercore Wealth Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Evercore Wealth 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 Evercore Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.