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Financial Security Group
Location
477 Viking Drive, Suite 305,
Virginia Beach, 23452, VA,
United States
Website
https://www.gofsg.com/
Phone
1 757-431-1414
Artw industry
Banking and Financial Services
Employee
Revenue

Financial Security Group Technographics

Financial Security Group Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Financial Security Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 45 Financial Security Group 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 Security Group has purchased the following applications: Microsoft 365 for Collaboration in 2015, WordPress for Web Content Management in 2014, FinFolio Portfolio Management for Portfolio and Investment Management in 2015 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 Security Group is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , FinFolio 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 Security Group revenues, which have grown to $14.0 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 Security Group 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 Security Group 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 2015 2015
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2014 2014
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FinFolio Legacy FinFolio Portfolio Management Portfolio and Investment Management Investment Management n/a 2015 2015
In 2015 Financial Security Group implemented FinFolio Portfolio Management as its Portfolio and Investment Management application to provide an integrated portfolio management platform for the US based registered investment advisor. The implementation was announced in October 2015 and positioned FinFolio Portfolio Management as a unified system for advisory operations and client delivery. The deployment centered on core functional modules including trading and rebalancing, billing, reporting, and a client portal, configured to consolidate back office workflows and support advisor facing processes. Configuration work focused on data reconciliation, position accounting, automated rebalancing workflows, and templated performance and compliance reporting to standardize advisor outputs. Operational coverage extended across the firm s advisory and back office functions, enabling advisors and clients to access reports and client statements through the FinFolio Portfolio Management client portal. Integrations concentrated on ingesting custody and transaction data feeds and centralizing billing and trade lifecycle processing to create end to end portfolio operations, consistent with Portfolio and Investment Management functional workflows. Governance changes emphasized centralized operational procedures and standardized reporting workflows for advisors, replacing fragmented manual processes with system driven controls. The rollout delivered improved reporting and unified billing and trading processes for the firm s advisors and clients as stated in the project announcement.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2023 2023
Domain Name System (DNS) IaaS 2013 2013
Domain Name System (DNS) IaaS 2014 2014
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2021 2021
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2022 2022
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
IT Decision Makers and Key Stakeholders at Financial Security Group
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Financial Security Group Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Financial Security Group Technographics

Financial Security Group is a Banking and Financial Services organization based in United States, with around 45 employees and annual revenues of $14.0 million.

Financial Security Group operates a diverse technology stack with applications such as Microsoft 365, WordPress and FinFolio Portfolio Management, covering areas like Collaboration, Web Content Management and Portfolio and Investment Management.

Financial Security Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Automattic and FinFolio.

Financial Security Group recently adopted applications including DreamHost in 2023, Microsoft Entra ID (formerly Azure Active Directory) in 2023 and Mimecast Email Security in 2022, highlighting its ongoing modernization strategy.

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

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