AI Buyer Insights:

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Michelin, an e2open customer evaluated Oracle Transportation Management

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

Freestone Capital Management
Location
701 5Th Ave Ste 7400,
Seattle, 98104, WA,
United States
Website
https://www.freestonecapital.com/
Phone
1 206-707-7300
Artw industry
Banking and Financial Services
Employee
Revenue

Freestone Capital Management Technographics

Freestone Capital Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Freestone Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 24 Freestone Capital Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Freestone Capital Management has purchased the following applications: Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021, Backstop CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Freestone Capital Management is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , DocuSign 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 Freestone Capital Management revenues, which have grown to $3.0 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 Freestone Capital Management 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.

Freestone Capital Management Tech Stack and Enterprise Applications

Freestone Capital Management Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2023 2023
Freestone Capital Management 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
Enterprise Content Management Content Management 2020 2020
Freestone Capital Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Backstop Solutions Legacy Backstop CRM CRM CRM n/a 2019 2019
Data Management Platform CRM 2021 2021
Data Management Platform CRM 2022 2022
Data Management Platform CRM 2022 2022
Data Management Platform CRM 2021 2021
Digital Advertising Platform CRM 2022 2022
Marketing Automation CRM 2022 2022
Tag Management CRM 2020 2020
Freestone Capital Management ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2022 2022
Freestone Capital Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2017 2017
Portfolio and Investment Management Investment Management 2010 2010
Freestone Capital Management TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2020 2020
Governance, Risk and Compliance TRM 2020 2020
Freestone Capital Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2022 2022

IT Decision Makers and Key Stakeholders at Freestone Capital Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Freestone Capital Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Freestone Capital Management IT executives and key decision makers. This section highlights Freestone Capital Management's latest recorded technology evaluations, including UiPath RPA Platform for Robotic Process Automation on 2025-10-06. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Freestone Capital Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-10-06 Freestone Capital Management Evaluated UiPath UiPath RPA Platform Robotic Process Automation PaaS
FAQ - APPS RUN THE WORLD Freestone Capital Management Technographics
Freestone Capital Management is a Banking and Financial Services organization based in United States, with around 24 employees and annual revenues of $3.0 million.
Freestone Capital Management operates a diverse technology stack with applications such as Microsoft 365, DocuSign eSignature and Backstop CRM, covering areas like Collaboration, Digital Signing and CRM.
Freestone Capital Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, DocuSign and Backstop Solutions.
Freestone Capital Management recently adopted applications including Slack Connect in 2023, Oracle BlueKai in 2022 and LiveRamp Platform in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Freestone Capital Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Freestone Capital Management’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 Freestone Capital Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.