Evercore Wealth Management Data, Technology Stack, and Enterprise Applications
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
EPM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
SS&C Advent Legacy SS&C Advent Custodial Data Financial Consolidation and Close EPM n/a 2016 2017
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Portfolio and Investment Management Investment Management 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
IT Decision Makers and Key Stakeholders at Evercore Wealth Management
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Apps Being Evaluated by Evercore Wealth Management Executives
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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 Amazon EC2, Workday Financial Management and SS&C Advent Custodial Data, covering areas like Application Hosting and Computing Services, ERP Financial 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 Amazon Web Services (AWS), Workday and SS&C Advent.

Evercore Wealth Management recently adopted applications including Cloudflare CDN in 2024, Workday Financial Management in 2021 and Amazon S3 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.