AI Buyer Insights:

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

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● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

Geneos Wealth Management
Location
9055 E Mineral Cir Ste 200,
Englewood, 80112-3442, CO,
United States
Website
https://www.geneoswealth.com/
Phone
1 303-785-8470
Artw industry
Banking and Financial Services
Employee
Revenue

Geneos Wealth Management Technographics

Geneos Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Geneos Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 27 Geneos Wealth 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 Geneos Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2019, Fiserv Unified Wealth Platform for Asset and Wealth Management in 2014, Cloudflare CDN for Content Delivery Network 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 Geneos Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Fiserv , Cloudflare 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 Geneos Wealth 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 Geneos Wealth 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.

Geneos Wealth Management 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 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Fiserv Legacy Fiserv Unified Wealth Platform Asset and Wealth Management Investment Management n/a 2014 2014
In 2014, Geneos Wealth Management implemented Fiserv Unified Wealth Platform, a solution in the Asset and Wealth Management category. The deployment was configured to run its model portfolio business covering unified managed accounts UMA, separately managed accounts SMA, and managed fee accounts MFA in the United States. The implementation scope emphasized finance and investment operations to support portfolio lifecycle workflows and model portfolio servicing. Geneos used Fiserv Unified Wealth Platform modules for portfolio management, trading, and performance reporting, with configuration to support model portfolio construction, order generation and post-trade processing. The implementation delivered straight-through processing, and more efficient trading and reconciliation across investment operations. Operational governance focused on process automation and trade reconciliation workflows to scale model portfolio administration.
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cloudflare Legacy Cloudflare CDN Content Delivery Network IaaS n/a 2019 2019
IT Decision Makers and Key Stakeholders at Geneos Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Geneos Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Geneos Wealth Management Technographics

Geneos Wealth Management is a Banking and Financial Services organization based in United States, with around 27 employees and annual revenues of $3.0 million.

Geneos Wealth Management operates a diverse technology stack with applications such as Microsoft 365, Fiserv Unified Wealth Platform and Cloudflare CDN, covering areas like Collaboration, Asset and Wealth Management and Content Delivery Network.

Geneos Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Fiserv and Cloudflare.

Geneos Wealth Management recently adopted applications including Microsoft 365 in 2019, Cloudflare CDN in 2019 and Fiserv Unified Wealth Platform in 2014, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Geneos Wealth 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 Geneos Wealth Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.