
McLean, 22102, VA,
United States
Folio Investing Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Folio Investing and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Folio Investing employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Folio Investing has purchased the following applications: Microsoft 365 for Collaboration in 2019, Hotjar for Customer Experience in 2020, Microsoft Entra ID (formerly Azure Active Directory) for Identity and Access Management (IAM) in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Folio Investing is running and its propensity to invest more and deepen its relationship with Microsoft , Hotjar , Salesforce 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 Folio Investing revenues, which have grown to $5.0 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 Folio Investing 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.
Collaboration
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
Hotjar | Legacy | Hotjar | Customer Experience | CRM | n/a | 2020 | 2020 |
|
|
|
Marketing Automation | CRM |
|
2022 | 2022 |
CyberSecurity
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
---|---|---|---|---|---|---|---|
Microsoft | Legacy | Microsoft Entra ID (formerly Azure Active Directory) | Identity and Access Management (IAM) | CyberSecurity | n/a | 2023 | 2023 |
First Name | Last Name | Title | Function | Department | Phone | |
---|---|---|---|---|---|---|
VP Operations | VP | Operations | ||||
Vice President, Senior Legal Director | Director | Legal | ||||
Vice President Accounting | VP | Finance | ||||
Chief of Staff | CXO | Finance |
Date | Company | Status | Vendor | Product | Category | Market |
---|---|---|---|---|---|---|
No data found |