Rye, 10580, NY,
United States
Gabelli Funds Technographics
Gabelli Funds Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Gabelli Funds and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 Gabelli Funds employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Gabelli Funds has purchased the following applications: Microsoft 365 for Collaboration in 2019, Adform for Digital Advertising Platform in 2023, SS&C GIDS for Transfer Agency 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 Gabelli Funds is running and its propensity to invest more and deepen its relationship with Microsoft , Adform , 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 Gabelli Funds revenues, which have grown to $258.0 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 Gabelli Funds 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.
Gabelli Funds Tech Stack and Enterprise Applications
Gabelli Funds Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019 Gabelli Funds implemented Microsoft 365 to standardize core Collaboration capabilities across the organization. The Microsoft 365 deployment is positioned as the primary Collaboration platform for a 350 person financial services firm, supporting internal communications and document collaboration functions referenced on the company website.
The implementation encompassed core Microsoft 365 collaboration services including Exchange Online for email, SharePoint Online for intranet and document management, Microsoft Teams for real time collaboration, OneDrive for personal file sync, and Office desktop and web applications for productivity. Configuration focus is consistent with Collaboration deployments, emphasizing a centralized tenant, user provisioning workflows, permission models for document libraries, and basic information governance features such as retention labels and access controls.
Operational coverage is enterprise wide, applied to corporate communications, investment and research teams, and back office workflows, with governance concentrated at the tenant and site collection levels. Public source references indicate Microsoft 365 manifests in web assets, reinforcing that Microsoft 365 is active in both internal collaboration tooling and externally observable site integrations.
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Gabelli Funds CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adform | Legacy | Adform | Digital Advertising Platform | CRM | n/a | 2023 | 2023 |
In 2023, Gabelli Funds implemented Adform on its website. Adform is a Digital Advertising Platform used to centralize ad serving and programmatic campaign execution for the firm's web properties. The deployment was positioned to support Gabelli Funds' digital advertising and marketing functions.
The implementation used site tag deployment across the corporate site to deliver creatives, manage impressions, and collect campaign-level telemetry, reflecting standard ad server and creative management workflows for a Digital Advertising Platform. Core capabilities configured include campaign management, ad serving, creative trafficking, programmatic buy orchestration, and reporting and measurement modules typical of the category. Configuration emphasized campaign provisioning, creative version control, and measurement pipelines to feed marketing decision workflows.
Operational ownership is held by digital marketing and communications teams, and the rollout was limited to the public web estate rather than internal enterprise applications. Governance focused on centralized campaign approval, scheduling workflows, and operational controls around creative deployment and reporting consumption.
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2017 | 2017 |
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Gabelli Funds Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C GIDS | Transfer Agency | Investment Management | n/a | 2023 | 2023 |
In 2023, Gabelli Funds implemented SS&C GIDS as its Transfer Agency platform. The deployment brought SS&C GIDS into production to process investor subscriptions for the Gabelli U.S. Treasury Money Market Fund, supporting purchases of the Fund’s Class AAA shares on any Business Day.
SS&C GIDS is configured to accept subscription orders by mail and in person, with transactional intake routed to the documented processing addresses, including The Gabelli Funds P.O. Box 219204 Kansas City MO 64121-9204 and The Gabelli Funds c o SS&C GIDS 430 W 7th Street STE 219204 Kansas City MO 64105-1407. Functional coverage aligns with Transfer Agency responsibilities and includes shareholder recordkeeping, subscription and redemption processing, and check and money order payment handling to support physical delivery and mail acceptance workflows.
Operational ownership is centered in Transfer Agency and Shareholder Services, where SS&C GIDS services inbound investor orders and vendor mailbox handling at the Kansas City processing site. Governance and workflow updates standardized mailing and in person account opening procedures and aligned transaction routing with the fund's regulatory disclosure and SEC filing practices.
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Gabelli Funds IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Cloud Storage | IaaS |
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2019 | 2019 |
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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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2020 | 2020 |
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Gabelli Funds CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Gabelli Funds
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Gabelli Funds Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-01-09 | Gabelli Funds | Evaluated | Ellucian | Ellucian Banner ERP | Education ERP | ERP Services and Operations |