Financial Architects
37 Pewter Rock,
Webster, 14580-2465, NY,
United States
Webster, 14580-2465, NY,
United States
1 585-399-8355
Professional Services
Financial Architects Technographics
Financial Architects Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Financial Architects and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Financial Architects employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Financial Architects has purchased the following applications: Visa Authorize.Net for Payment Processing in 2025, Zoom for Audio Video and Web Conferencing in 2025, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Financial Architects is running and its propensity to invest more and deepen its relationship with Visa , PayPal , Zoom Video Communications 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 Financial Architects revenues, which have grown to $1.0 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 Financial Architects 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.
Financial Architects Tech Stack and Enterprise Applications
Financial Architects ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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| Visa | Legacy | Visa Authorize.Net | Payment Processing | ERP | n/a | 2025 | 2025 |
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Payment Processing | ERP |
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2025 | 2025 |
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Financial Architects Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2025 | 2025 |
In 2025, Financial Architects implemented Zoom, leveraging Zoom Video Communications to add Audio Video and Web Conferencing capabilities directly on its public website. The deployment is structured around a single cloud-hosted Zoom account for a ten person professional services firm, with host roles assigned to client advisors and meeting links surfaced via website contact and scheduling flows for client consultations.
Configuration focuses on core Zoom functionality including Meetings, Chat, screen sharing, and cloud recording to support client advisory workflows, with account level security controls such as host management and meeting access settings enabled. Operational coverage centers on client-facing advisory and support functions, the website integration routes clients into Zoom join flows, and governance is maintained through centralized account administration, designated host responsibilities, and basic retention and access controls for recorded sessions.
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2025 | 2025 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2025 | 2025 |
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Financial Architects Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Financial Architects implemented DocuSign eSignature as a Digital Signing solution to provide digital signature capability directly on its website. The deployment centralized client facing document execution and signature capture for the company's professional services offerings, using DocuSign eSignature to present signing sessions from the public site and collect legally binding signatures.
Configuration emphasized embedded signing and template driven envelope workflows, leveraging standard DocuSign eSignature features such as reusable templates, signer roles, field placement, and envelope lifecycle controls to reduce manual routing. Integration scope was limited to the company website where signing sessions are initiated and completed, with the SaaS hosted DocuSign eSignature environment providing audit trails, authentication options, and secure signature storage. Governance was enforced through in product routing rules and template permissions, aligning signature workflows to client facing business functions and internal control requirements.
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Video Editing | Content Management |
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2022 | 2022 |
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Web Content Management | Content Management |
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2015 | 2015 |
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Financial Architects CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2016 | 2016 |
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Data Management Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2016 | 2016 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Marketing Automation | CRM |
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2025 | 2025 |
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Sales Enablement | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2021 | 2021 |
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Tag Management | CRM |
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2022 | 2022 |
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Financial Architects ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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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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2015 | 2015 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2020 | 2020 |
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Application Performance Management | ITSM |
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2024 | 2024 |
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Financial Architects 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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2023 | 2023 |
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Financial Architects PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Financial Architects IaaS
Financial Architects CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Security (AppSec) | CyberSecurity |
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2017 | 2017 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2014 | 2014 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Financial Architects
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Financial Architects Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Financial Architects IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Financial Architects digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Financial Architects Technographics
Financial Architects is a Professional Services organization based in United States,
with around 2 employees and annual revenues of $1.0 million.
Financial Architects operates a diverse technology stack with applications such as
Visa Authorize.Net, Zoom and DocuSign eSignature,
covering areas like Payment Processing, Audio Video and Web Conferencing and Digital Signing.
Financial Architects has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Visa, Zoom Video Communications and DocuSign.
Financial Architects recently adopted applications including
Visa Authorize.Net in 2025, PayPal Braintree in 2025 and Zoom in 2025,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Financial Architects’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Financial Architects’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 Financial Architects technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.