AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

Evermay Wealth Management

3901 Fairfax Drive, Suite 400,
Arlington, 22203, VA,
United States

https://www.evermay.com/

1 703-822-5696

Banking and Financial Services

Evermay Wealth Management Technographics

Evermay Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Evermay 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 30 Evermay 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 Evermay Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2025, HubSpot CMS for Web Content Management in 2025, Hubspot Marketing Automation for Marketing Automation 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 Evermay Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , HubSpot 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 Evermay Wealth Management revenues, which have grown to $6.0 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 Evermay 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.

Evermay Wealth Management Data, Technology Stack, and Enterprise Applications

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Microsoft	Legacy	Microsoft 365	Collaboration	Collaboration	n/a	2025	2025
			Collaboration	Collaboration		2025	2025

Content Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
HubSpot	Legacy	HubSpot CMS	Web Content Management	Content Management	n/a	2025	2025

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
HubSpot	Legacy	Hubspot Marketing Automation	Marketing Automation	CRM	n/a	2025	2025
			Marketing Automation	CRM		2026	2026

Investment Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			CRM and Investor Relationship Management	Investment Management		2024	2025
			Portfolio and Investment Management	Investment Management		2025	2025

PaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Apps Development	PaaS		2023	2023

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Hosting and Computing Services	IaaS		2021	2021
			Content Delivery Network	IaaS		2020	2020
			Content Delivery Network	IaaS		2023	2023
			Content Delivery Network	IaaS		2014	2014
			Content Delivery Network	IaaS		2025	2025
			Content Delivery Network	IaaS		2025	2025
			Domain Name System (DNS)	IaaS		2024	2024
			Network Management and Monitoring	IaaS		2021	2021

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Secure Sockets Layer (SSL)	CyberSecurity		2020	2020
			Secure Sockets Layer (SSL)	CyberSecurity		2020	2020
			Secure Sockets Layer (SSL)	CyberSecurity		2023	2023

IT Decision Makers and Key Stakeholders at Evermay Wealth Management

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by Evermay Wealth Management Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Evermay Wealth Management Technographics

Evermay Wealth Management is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $6.0 million.

Evermay Wealth Management operates a diverse technology stack with applications such as Microsoft 365, HubSpot CMS and Hubspot Marketing Automation, covering areas like Collaboration, Web Content Management and Marketing Automation.

Evermay Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and HubSpot.

Evermay Wealth Management recently adopted applications including Hubspot Forms in 2026, Microsoft 365 in 2025 and Slack Connect in 2025, highlighting its ongoing modernization strategy.

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

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