Guggenheim Partners
330 Madison Avenue,
New York, 10017, NY,
United States
New York, 10017, NY,
United States
1 800-345-7999
Banking and Financial Services
Guggenheim Partners Technographics
Guggenheim Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Guggenheim Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2200 Guggenheim Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Guggenheim Partners has purchased the following applications: Workday Financial Management for ERP Financial in 2012, iCIMS Recruit Applicant Tracking System for Applicant Tracking System in 2022, Microsoft Power BI for Analytics and BI in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Guggenheim Partners is running and its propensity to invest more and deepen its relationship with Workday , SAP , iCIMS 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 Guggenheim Partners revenues, which have grown to $550.0 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 Guggenheim Partners 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.
Guggenheim Partners Tech Stack and Enterprise Applications
Guggenheim Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Financial Management | ERP Financial | ERP | n/a | 2012 | 2013 |
In 2012, Guggenheim Partners deployed Workday Financial Management, selecting the application as its core ERP Financial solution as part of a broader adoption of Workday Human Capital Management. The implementation targeted a fast growing financial services firm seeking scalable cloud applications to support global expansion and to unify finance and HR data for decision support.
Workday Financial Management was configured to simplify general ledger structures and enable multi-dimensional financial reporting, leveraging built-in configurable workflows to accommodate legal and regulatory changes. The deployment emphasized Financial Management capabilities including general ledger simplification, configurable business process flows, reporting, and embedded analytics, integrated with Workday Human Capital Management to provide financial insight into workforce cost and the value of work.
The SaaS-based architecture provided a modern object-oriented technology foundation without the need for software customizations, and the subscription model with three updates per year removed the traditional on-premise upgrade cycle. Operational coverage extended across firm-wide finance and HR processes to support hiring, deployment, and cost-of-talent decisions tied to Guggenheim Partners' global expansion.
Governance and process changes focused on transparent, configurable workflows to support financial compliance, auditability, and rapid adaptation to regulatory requirements. Reported outcomes included dramatically reduced general ledger complexity, richer multi-dimensional reports, and consolidated financial insight into workforce-related costs enabled by Workday Financial Management.
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Expense Management | ERP |
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2011 | 2011 |
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Expense Management | ERP |
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2012 | 2012 |
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Guggenheim Partners HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| iCIMS | Legacy | iCIMS Recruit Applicant Tracking System | Applicant Tracking System | HCM | n/a | 2022 | 2022 |
In 2022, Guggenheim Partners implemented iCIMS Recruit Applicant Tracking System to centralize hiring workflows across its Talent Acquisition function. The deployment focused on corporate hiring for Guggenheim Investments and Guggenheim Securities, supporting requisitions such as Equity Research Associate and related front-office and corporate roles. The iCIMS Recruit Applicant Tracking System became the primary system for creating job postings, intake and requisition management, and candidate application capture.
Configuration emphasized core Applicant Tracking System modules including job requisition templates, candidate application tracking, structured screening questions, interview scheduling, and offer letter generation. Recruiter dashboards and configurable stage-based pipelines were implemented to standardize screening, interview and offer workflows, and to surface candidate status for hiring managers. The implementation included candidate document management for resumes and assessments, and reporting capabilities for pipeline and requisition status.
Operational ownership was placed with Guggenheim's Talent Acquisition and HR operations teams, with recruiter and hiring manager workflows standardized to balance time-sensitive hiring needs and compliance. The system supported requisition approval workflows and role-specific templates aligned to technical requirements cited in job descriptions such as financial modeling, advanced Excel proficiency, and licensing expectations. Candidate communications and record retention workflows were configured to support centralized hiring coordination and auditability.
Governance included administration of user roles, approval routing and interview guide standardization to reduce variance in candidate evaluation, and recruiter training to adopt the new pipeline-driven processes. The iCIMS Recruit Applicant Tracking System serves Guggenheim Partners Applicant Tracking System responsibilities for sourcing, selection and offer orchestration across the firm's recruiting efforts.
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BackGround Screening | HCM |
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2016 | 2016 |
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Core HR | HCM |
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2012 | 2013 |
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Learning and Development | HCM |
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2014 | 2018 |
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Payroll | HCM |
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2014 | 2018 |
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Guggenheim Partners Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, Guggenheim Partners implemented Microsoft Power BI to deliver interactive reports. Microsoft Power BI was provisioned as the firm's Analytics and BI platform to support business intelligence, self service reporting, and interactive dashboards across financial workflows.
Deployment focused on building interactive reports, centralized dashboards and data models that consolidated firm level metrics. Capabilities implemented included interactive visualizations, role based security, scheduled data refresh and self service datasets enabling analysts to author and share reports. The implementation emphasized data modeling and calculation logic consistent with Analytics and BI practices for financial reporting and analytics.
Operational coverage targeted finance, investment and portfolio analytics teams and the broader business intelligence function within the United States organization. Governance established report ownership, access controls and a catalog of sanctioned reports, with a phased rollout to report authors and consumers and training for analytics authors. Deployment architecture centered on Microsoft Power BI service and authoring workflows to sustain interactive reporting and dashboard distribution.
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Guggenheim Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2015 | 2015 |
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Guggenheim Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2018 | 2018 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2010 | 2010 |
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Guggenheim Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Guggenheim Partners ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2019 | 2019 |
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Guggenheim Partners Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2019 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2020 | 2020 |
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Portfolio and Investment Management | Investment Management |
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2014 | 2015 |
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Trading Platform | Investment Management |
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2015 | 2015 |
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Trading Platform | Investment Management |
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2016 | 2017 |
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Guggenheim Partners 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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2004 | 2004 |
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Application Hosting and Computing Services | 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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2004 | 2004 |
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Guggenheim Partners 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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Guggenheim Partners
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Managing Director & Chief Human Resources Officer | Director | HR | |
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Managing Director, Human Resources | Director | HR | |
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MD, HR Business Partner | Manager | HR | |
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Senior Managing Director, Senior HR Business Partner | Director | HR | |
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VP Business Intelligence Team Lead | VP | IT | |
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Managing Director | Head of Data Management | Director | IT | |
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Director - IT Applications | Director | IT | |
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Travel and Expense Administrator | Manager | Finance | |
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CFO | CXO | Finance | |
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VP IT Applications | VP | IT | |
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CIO | CXO | Finance | |
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Managing Director - Head of IT Application Development and Support | Director | IT | |
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Vice President of Finance | VP | Finance | |
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Vice President, Strategic Sourcing & Expense Management | VP | Procurement | |
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Global Head of Strategic Sourcing & Expense Management | Director | Procurement | |
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Vice President - Corporate Accounting | VP | Finance | |
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HRBP, Guggenheim Securities | CXO | HR | |
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Vice President, Compliance | VP | Legal | |
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Vice President, Human Resources | VP | HR | |
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Investment Banking Vice President | VP | Investment | |
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Vice President Investment Banking | VP | Investment | |
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Head of Financial Planning | Director | Finance | |
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Chief Investment Officer | CXO | Investment | |
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Director - Finance and Operations Control | Director | Finance | |
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Senior Managing Director, Chief Information Officer | Director | IT | |
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Director, Investment Grade Credit Trading | Director | Investment | |
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Global Head: Equity and Equity Dervivative Trading | Director | Investment | |
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VP Equity Research | VP | Investment | |
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VP, Trading System Solutions | VP | IT | |
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Vice President - Investment Banking | VP | Investment | |
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Head of Insurance Portfolio Management | Director | Investment | |
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Director - Head of Portfolio Compliance | Director | Investment | |
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Director, Global Multi Asset Trading | Director | Investment | |
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Director, Head of Investment Accounting | Director | Investment | |
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Apps Being Evaluated by Guggenheim Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Guggenheim Partners IT executives and key decision makers. This section highlights Guggenheim Partners's latest recorded technology evaluations, including Escapia for Lease Management on 2025-11-13, ARGUS Enterprise for Real Estate Property Management on 2025-10-30, and Fidessa Trading Platform for Trading Platform on 2025-04-10. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Guggenheim Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2025-11-13 | Guggenheim Partners | Evaluated | Escapia | Escapia | Lease Management | ERP Services and Operations |
| 2025-10-30 | Guggenheim Partners | Evaluated | Altus Group | ARGUS Enterprise | Real Estate Property Management | ERP Services and Operations |
| 2025-04-10 | Guggenheim Partners | Evaluated | Fidessa | Fidessa Trading Platform | Trading Platform | Investment Management |
| 2025-03-18 | Guggenheim Partners | Evaluated |
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Marketing Automation | CRM |
| 2025-01-29 | Guggenheim Partners | Evaluated |
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Configure Price Quote (CPQ) | SPM |
| 2024-11-07 | Guggenheim Partners | Evaluated |
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Event Management | Collaboration |
| 2024-11-05 | Guggenheim Partners | Evaluated |
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ERP Financial | ERP |
| 2024-10-08 | Guggenheim Partners | Evaluated |
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EPM | EPM |
| 2024-09-11 | Guggenheim Partners | Evaluated |
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Core HR | HCM |
| 2024-09-06 | Guggenheim Partners | Evaluated |
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Dealership Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Guggenheim Partners Technographics
Guggenheim Partners is a Banking and Financial Services organization based in United States,
with around 2200 employees and annual revenues of $550.0 million.
Guggenheim Partners operates a diverse technology stack with applications such as
Workday Financial Management, iCIMS Recruit Applicant Tracking System and Microsoft Power BI,
covering areas like ERP Financial, Applicant Tracking System and Analytics and BI.
Guggenheim Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday, iCIMS and Microsoft.
Guggenheim Partners recently adopted applications including
iCIMS Recruit Applicant Tracking System in 2022, DocuSign eSignature in 2021 and Zoom in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Guggenheim Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Guggenheim Partners’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 Guggenheim Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.