First Foundation Advisors
18101 Von Karman Ave 700,
Irvine, 92612, CA,
United States
Irvine, 92612, CA,
United States
1 949-476-0300
Banking and Financial Services
First Foundation Advisors Technographics
First Foundation Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by First Foundation Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 550 First Foundation Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that First Foundation Advisors has purchased the following applications: Fiserv Dovetail for Payment Processing in 2021, ADP Workforce Now for Core HR in 2021, Fiserv Precision Bank Platform for Core Banking in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems First Foundation Advisors is running and its propensity to invest more and deepen its relationship with Fiserv , Jack Henry & Associates , ADP 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 First Foundation Advisors revenues, which have grown to $170.0 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 First Foundation Advisors 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.
First Foundation Advisors Tech Stack and Enterprise Applications
First Foundation Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Legacy | Fiserv Dovetail | Payment Processing | ERP | n/a | 2021 | 2021 |
In 2021, First Foundation Bank implemented Fiserv Dovetail as a Payment Processing solution on its website. The deployment positioned Fiserv Dovetail as the bank's web facing payment gateway to accept and route online payments through browser-based checkout workflows.
The configuration emphasized Payment Processing functional modules including authorization and capture workflows, tokenization for card on file support, settlement and reporting capabilities, and API driven transaction reporting. First Foundation Bank provisioned Fiserv Dovetail to handle payment orchestration and reconciliation tasks common to Payment Processing implementations, and configured customer facing payment pages to transact via the Fiserv Dovetail integration.
Operational scope covered the bank's digital channels in the United States, focusing on online customer payments and account funding flows exposed through the corporate site. Governance centered on centralized payment controls and operational monitoring for web transactions, aligning payment workflows with banking compliance requirements. This narrative documents First Foundation Bank, Fiserv Dovetail, Payment Processing and the bank's use of the application on its website without asserting prior system replacement or measurable outcomes.
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Payment Processing | ERP |
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2021 | 2021 |
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First Foundation Advisors HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2021 | 2021 |
In 2021, First Foundation Bank implemented ADP Workforce Now as its Core HR solution. The bank is using ADP Workforce Now on their website to provide employee access and self-service HR functions.
ADP Workforce Now was configured to manage core HRIS records, payroll processing, benefits administration, time and attendance tracking, and standard HR reporting. The deployment used ADP's cloud-hosted architecture and a centralized HR data model consistent with Core HR implementations.
Operational coverage centers on the bank's HR and payroll functions, with the application supporting employee lifecycle workflows from hire to offboard. The website integration exposes employee-facing services through the ADP Workforce Now employee portal, enabling online access to payroll statements and benefits enrollment.
Governance focused on centralized data stewardship, role-based access for HR and payroll teams, and standardized processes for payroll cadence and benefits administration. The implementation emphasized configuration of security roles and compliance reporting controls aligned with Core HR practices.
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First Foundation Advisors ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fiserv | Fiserv Premier Bank Platform | Fiserv Precision Bank Platform | Core Banking | ERP Services and Operations | n/a | 2012 | 2013 |
In 2012 First Foundation Bank implemented Fiserv Precision Bank Platform as its Core Banking system. The deployment replaced Fiserv Premier Bank Platform and established a centralized core banking instance to consolidate accounting, payments, and account servicing across the bank and its subsidiaries.
The Fiserv Precision Bank Platform implementation focused on core ledger integration and account administration, including general ledger interfacing, deposit and account servicing workflows, wire processing support, and auxiliary modules used by trust and insurance functions. Configuration work emphasized reconciliations between the core application and the general ledger, automated posting of semi monthly payroll entries to the ledger, and recording of advisor fee billing and receipts to accounts receivable.
Explicit integrations in the implementation included connections and reconciliation workflows with Advent APX and Advent Revenue Center for assets under management and advisor fee processing, and operational reconciliation of custodial money market accounts at Schwab, Fidelity, and TDA. Operational coverage included accounting, trust, insurance, accounts payable, accounts receivable, payroll posting, and the wire desk, with the platform acting as the central Core Banking backbone for subsidiary system interactions.
Governance and process changes accompanied the rollout, with strengthened controls for core application to general ledger reconciliations, inter company reimbursement and reconciliation processes, and supervisory review of staff accountants daily work to support regulatory reporting. The project also documented a successful transition of accounting functions and general ledger activity to the bank's core applications while completing the Fiserv Precision Bank Platform conversion, and ongoing use of these integrations supported reporting for assets under management maintained in Advent APX.
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First Foundation Advisors Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Intelligent Document Processing | Content Management |
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2022 | 2022 |
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First Foundation Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Advertising Platform | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2021 | 2021 |
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First Foundation Advisors Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2022 | 2022 |
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First Foundation Advisors 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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2020 | 2020 |
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Governance, Risk and Compliance | TRM |
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2020 | 2020 |
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First Foundation Advisors PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2020 | 2020 |
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First Foundation Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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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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2021 | 2021 |
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First Foundation Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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First Foundation Advisors Physical Security
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Video Security Cameras | Physical Security |
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2015 | 2015 |
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Video Surveillance System | Physical Security |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at First Foundation Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
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VP, Fair Lending & Physical Security Officer | VP | Operations | |
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EVP, Chief Technology Officer | VP | IT | |
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Vice President of Technology | CXO | IT | |
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AVP, Sr. Investment Strategist Associate | VP | Investment | |
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Managing Director of Equity Investments | CXO | Investment | |
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Managing Director of Operations | CXO | Operations | |
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Apps Being Evaluated by First Foundation Advisors Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from First Foundation Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the First Foundation Advisors digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD First Foundation Advisors Technographics
First Foundation Advisors is a Banking and Financial Services organization based in United States,
with around 550 employees and annual revenues of $170.0 million.
First Foundation Advisors operates a diverse technology stack with applications such as
Fiserv Dovetail, ADP Workforce Now and Fiserv Precision Bank Platform,
covering areas like Payment Processing, Core HR and Core Banking.
First Foundation Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Fiserv and ADP.
First Foundation Advisors recently adopted applications including
Canoe Intelligence in 2022, Orion Enterprise in 2022 and Fiserv Dovetail in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of First Foundation Advisors’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates First Foundation Advisors’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 First Foundation Advisors technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.