Washington, 20006-5349, DC,
United States
Geometric Wealth Advisors Technographics
Geometric Wealth Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Geometric Wealth Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4 Geometric Wealth Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Geometric Wealth Advisors has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, Bluehost for Application Hosting and Computing Services in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Geometric Wealth Advisors is running and its propensity to invest more and deepen its relationship with Google , Bluehost 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 Geometric Wealth Advisors revenues, which have grown to $1.0 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 Geometric Wealth Advisors 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.
Geometric Wealth Advisors Tech Stack and Enterprise Applications
Geometric Wealth Advisors Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, Geometric Wealth Advisors implemented Google Workspace (Formerly Google G-Suite) for Collaboration to centralize email, scheduling, and document workflows across the advisory firm. The implementation is a cloud hosted Google Workspace account tied to the company domain, and the deployment is referenced on the corporate website. The year 2014 marks the initial provisioning and domain verification for the organization.
Google Workspace (Formerly Google G-Suite) was configured to deliver core Collaboration capabilities including Gmail for business email, Google Drive and Shared Drives for document storage, Google Docs and Sheets for collaborative editing, Google Calendar for scheduling, and Google Meet for remote meetings. Administrative controls were established through the Google Admin console to manage user accounts, password policies, and device access, consistent with common small firm configurations for this Apps Category. The configuration emphasizes collaborative document workflows and calendar based client appointment management.
Operational coverage is firm wide, supporting all business functions of the four person advisory team including client communications, document management, and scheduling. Governance is implemented at the account and domain level by firm administrators, with user provisioning and basic policy enforcement handled through the Google Workspace admin tools. The implementation aligns the company, Google Workspace (Formerly Google G-Suite), Collaboration, and core advisory business functions for a compact, cloud first productivity environment.
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Geometric Wealth Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bluehost | Legacy | Bluehost | Application Hosting and Computing Services | IaaS | n/a | 2015 | 2015 |
In 2015, Geometric Wealth Advisors deployed Bluehost to host its public website. Geometric Wealth Advisors implemented Bluehost for Application Hosting and Computing Services to centralize site delivery and provide basic web compute for client-facing pages and marketing content.
The deployment reflects a small business hosting footprint, using shared managed hosting infrastructure consistent with the Application Hosting and Computing Services category, providing web serving, DNS management, and basic mail routing capabilities. Operational ownership is concentrated within the internal team, with the Bluehost environment supporting marketing, client access, and external content delivery across the company’s online presence.
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IT Decision Makers and Key Stakeholders at Geometric Wealth Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Geometric Wealth Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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