Miami, 33137, FL,
United States
Evergreen Wealth Technographics
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: Zapier Automation Platform for API Management, iPaaS (Integration Platform as a Service) in 2025, Amazon EC2 for Application Hosting and Computing Services in 2025, 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 Zapier , Amazon Web Services (AWS) , React 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.
PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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| Zapier | Legacy | Zapier Automation Platform | API Management, iPaaS (Integration Platform as a Service) | PaaS | n/a | 2025 | 2025 | ||
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Apps Development | PaaS |
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2025 | 2025 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon EC2 | Application Hosting and Computing Services | IaaS | n/a | 2025 | 2025 | ||
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Digital Workspace | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2019 | 2019 |
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Domain Name System (DNS) | IaaS |
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2024 | 2024 |
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Domain Name System (DNS) | IaaS |
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2025 | 2025 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Apex Fintech Solutions | Legacy | Apex AscendOS | Asset and Wealth Management | Investment Management | n/a | 2025 | 2025 | In 2025, Evergreen Wealth implemented Apex AscendOS to power its Wealth Management Platform in the United States, deploying the vendor platform as the core technology for its Dynamic Portfolios tax-optimized wealth management offering. The implementation positions Apex AscendOS to support Evergreen Wealths advisor- and AI-driven services and to provide an operational backbone for client onboarding, portfolio construction, and trading workflows. Apex AscendOS was configured to enable real-time account opening, trade execution, custody interactions, and tax-aware portfolio features, with Dynamic Portfolios used to deliver tax optimization and portfolio rebalancing capabilities. The deployment leverages Apex AscendOS APIs to surface account lifecycle events, portfolio analytics, and execution instructions into Evergreen Wealths advisory workflows. Integrations were implemented via AscendOS APIs to connect onboarding and account opening flows with custodial and trading rails and to feed tax-aware portfolio calculations into advisor interfaces. The operational scope is focused on Evergreen Wealths U.S. advisory business, aligning front-office advisor tools and AI-driven portfolio signals with back-office custody and trade settlement processes. Governance emphasis centered on API-driven orchestration and modular capability enablement, enabling Evergreen Wealth to iterate on advisor workflows and product packaging. Vendor communications explicitly cite faster time-to-market and scalability as anticipated outcomes from the Apex AscendOS implementation, and the system is positioned to support continued expansion of advisor-facing and AI-enabled product features. |
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Collaboration | Collaboration |
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2024 | 2024 |
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Collaboration | Collaboration |
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2025 | 2025 |
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Collaboration | Collaboration |
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2025 | 2025 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Customer Data Platform | CRM |
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2025 | 2025 |
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Customer Engagement, Customer Loyalty | CRM |
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2025 | 2025 |
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Customer Experience | CRM |
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2024 | 2024 |
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Customer Support | CRM |
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2024 | 2024 |
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Digital Advertising Platform | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Tag Management | CRM |
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2024 | 2024 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Digital Asset Management | Content Management |
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2025 | 2025 |
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ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Payment Processing | ERP Financial Management |
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2024 | 2024 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Personalization and Product Recommendations | eCommerce |
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2024 | 2024 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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