Baltimore, 21202, MD,
United States
Facet Wealth Technographics
Facet Wealth Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Facet Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 Facet 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 Facet Wealth has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2024, Joomla 3.9 for Web Content Management in 2009, LiftIgniter for Personalization and Product Recommendations in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Facet Wealth is running and its propensity to invest more and deepen its relationship with Cisco Systems , Zoom Video Communications , Google 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 Facet Wealth revenues, which have grown to $35.0 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 Facet 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.
Facet Wealth Tech Stack and Enterprise Applications
Facet Wealth Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2024 | 2024 |
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Audio Video and Web Conferencing | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2024 | 2024 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Facet Wealth Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Joomla | Legacy | Joomla 3.9 | Web Content Management | Content Management | n/a | 2009 | 2009 |
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Facet Wealth eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiftIgniter | Legacy | LiftIgniter | Personalization and Product Recommendations | eCommerce | n/a | 2017 | 2017 |
In 2017, Facet Wealth deployed LiftIgniter to power on-site personalization on its public website. LiftIgniter was adopted as a Personalization and Product Recommendations solution to deliver real time product and content suggestions and to support digital engagement on Facet Wealth's customer facing pages.
The implementation centered on LiftIgniter's recommendation engine and real time inference capabilities, configured to surface contextually relevant guidance prompts and service recommendations during user sessions. Functional modules implemented included algorithmic ranking, contextual content targeting, user segmentation for personalized experiences, and rule based overrides to align recommendations with marketing campaigns. Configuration emphasized relevance tuning and catalog curation workflows to align suggestion outputs with financial services content categories.
Deployment integrated LiftIgniter into Facet Wealth's web front end using client side instrumentation and server side recommendation calls to deliver immediate personalization, while operational control and campaign orchestration remained with the digital marketing and product teams. Governance included centralized content and recommendation catalog management, experiment and rollout controls for staged changes, and operational processes for monitoring model performance and adjusting rules. The scope of use was the public website, impacting marketing, product discovery, and customer experience functions across the organization.
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Facet Wealth CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Data Platform | CRM |
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2023 | 2023 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2023 | 2023 |
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Marketing Analytics | CRM |
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2025 | 2025 |
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Marketing Analytics | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Partner Relationship Management | CRM |
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2024 | 2024 |
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Sales Automation | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2023 | 2023 |
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Tag Management | CRM |
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2017 | 2017 |
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Facet Wealth ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2023 | 2023 |
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Application Performance Management | ITSM |
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2024 | 2024 |
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IT Service Management | ITSM |
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2025 | 2025 |
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Facet Wealth Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2018 | 2019 |
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Facet Wealth TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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Facet Wealth PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2012 | 2012 |
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Transactional Email | PaaS |
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2024 | 2024 |
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Facet Wealth IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Facet Wealth
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Facet Wealth Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||