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: Fiserv Unified Wealth Platform for Asset and Wealth Management in 2014, Microsoft 365 for Collaboration in 2019, 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 Fiserv , Microsoft , 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
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Fiserv Legacy Fiserv Unified Wealth Platform Asset and Wealth Management Investment Management n/a 2014 2014
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2019 2019
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
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 Fiserv Unified Wealth Platform, Microsoft 365 and Cloudflare CDN, covering areas like Asset and Wealth Management, Collaboration 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 Fiserv, Microsoft 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.