AI Buyer Insights:

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

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

● 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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● 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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Evergreen Wealth
Location
120 Northeast 27th Street,
Miami, 33137, FL,
United States
Website
https://www.evergreenwealth.com/
Phone
1 888-884-0557
Artw industry
Banking and Financial Services
Employee
Revenue

Evergreen Wealth Technographics

Evergreen Wealth Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Evergreen Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 54 Evergreen Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Evergreen Wealth has purchased the following applications: Apex AscendOS for Asset and Wealth Management in 2025 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Evergreen Wealth is running and its propensity to invest more and deepen its relationship with Apex Fintech Solutions 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 Evergreen Wealth revenues, which have grown to $10.0 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 Evergreen Wealth 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.

Evergreen Wealth Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Apex Fintech Solutions Legacy Apex AscendOS Asset and Wealth Management Investment Management n/a 2025 2025
IT Decision Makers and Key Stakeholders at Evergreen Wealth
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Evergreen Wealth Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Evergreen Wealth Technographics

Evergreen Wealth is a Banking and Financial Services organization based in United States, with around 54 employees and annual revenues of $10.0 million.

Evergreen Wealth operates a diverse technology stack with applications such as Apex AscendOS, covering areas like Asset and Wealth Management.

Evergreen Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Apex Fintech Solutions.

Evergreen Wealth recently adopted applications including Apex AscendOS in 2025, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Evergreen Wealth’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Evergreen Wealth’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 Evergreen Wealth technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.