Global Financial Private Capital
2080 Ringling Boulevard, Second Floor,
Sarasota, 34237, FL,
United States
Sarasota, 34237, FL,
United States
1 941-918-0507
Banking and Financial Services
Global Financial Private Capital Technographics
Global Financial Private Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Global Financial Private Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Global Financial Private Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Global Financial Private Capital has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Microsoft 365 for Collaboration in 2017, Salesforce Pardot for Marketing Automation in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Global Financial Private Capital is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , 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 Global Financial Private Capital revenues, which have grown to $8.0 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 Global Financial Private Capital 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.
Global Financial Private Capital Tech Stack and Enterprise Applications
Global Financial Private Capital ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2014 | 2014 |
In 2014, Global Financial Private Capital implemented Oracle NetSuite ERP as its ERP Financial platform to centralize core finance operations. The deployment targeted the companys finance and accounting functions for an 80 employee private capital firm based in the United States.
The Oracle NetSuite ERP implementation focused on ERP Financial modules including general ledger, accounts payable, accounts receivable, fixed asset management, billing and revenue recognition, and financial reporting and consolidation. Configuration work emphasized a streamlined chart of accounts, period close workflows, and role based access controls to support structured month end processes and approvals.
Operational coverage included integrations for automated bank feeds, electronic payments, and interfaces with payroll and tax filing systems, while CSV and API based connectivity supported data import of historical balances. Governance established centralized ownership within finance, documented accounting procedures, and a staged rollout of functionality aligned to audit and compliance requirements.
|
Global Financial Private Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Global Financial Private Capital implemented Microsoft 365 as its Collaboration platform to centralize email, document sharing, and team communication. The deployment is observable in the company website source, indicating active Microsoft 365 service traces tied to the corporate domain and tenant.
Microsoft 365 was provisioned with core Collaboration capabilities, typically including Exchange Online for corporate email, SharePoint Online for intranet and document libraries, OneDrive for Business for user file storage, and Microsoft Teams for synchronous communication and meetings. Configuration work described by the implementation aligns with tenant-level identity and access management, mailbox and site provisioning, and document library structure to support small enterprise collaboration workflows.
Operational coverage targets the firm workforce in the United States, aligning Collaboration services with corporate communications and document collaboration across investment, finance, and operations functions. The presence of Microsoft 365 artifacts in the public site suggests integration points between the external web presence and internal collaboration services, enabling streamlined access to corporate materials and shared content.
Governance for Microsoft 365 Collaboration is centered on tenant administration, user provisioning, role-based access controls, and retention and compliance policy settings consistent with financial services requirements. The implementation narrative emphasizes configuration and operational discipline over custom integrations, reflecting a standard Microsoft 365 Collaboration footprint for an 80-employee financial firm.
|
Global Financial Private Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Pardot | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Global Financial Private Capital implemented Salesforce Pardot. Salesforce Pardot was deployed as the Marketing Automation solution on their website to capture and nurture prospects visiting investor and fund pages.
Configuration emphasized core Marketing Automation capabilities, including form and landing page tracking, email automation, segmentation, prospect scoring and campaign management. Salesforce Pardot was configured to host web forms and track prospect activity on gf-pc.com, and to orchestrate multi-step email sequences aligned to campaign logic.
Operational coverage focused on the marketing function with direct alignment to sales contacts, embedding lead capture on public site pages and routing prospects into established follow up processes. Governance incorporated naming conventions for campaigns, prospect data hygiene steps, and a staged rollout of forms and email templates, with ongoing configuration and orchestration managed within Salesforce Pardot.
|
Global Financial Private Capital PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2017 | 2017 |
|
Global Financial Private Capital IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
Global Financial Private Capital CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2014 | 2014 |
|
IT Decision Makers and Key Stakeholders at Global Financial Private Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
CEO | CXO | Finance | |
|
|
|
COO | CXO | Finance | |
|
|
|
Managing Director | Director | Finance | |
|
Apps Being Evaluated by Global Financial Private Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Global Financial Private Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Global Financial Private Capital digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Global Financial Private Capital Technographics
Global Financial Private Capital is a Banking and Financial Services organization based in United States,
with around 80 employees and annual revenues of $8.0 million.
Global Financial Private Capital operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and Salesforce Pardot,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Global Financial Private Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Salesforce.
Global Financial Private Capital recently adopted applications including
Akamai CDN in 2021, Microsoft 365 in 2017 and Salesforce Pardot in 2017,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Global Financial Private Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Global Financial Private Capital’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 Global Financial Private Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.