Minnetonka, 55345, MN,
United States
Hemingway Wealth Management Technographics
Hemingway Wealth Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Hemingway 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 10 Hemingway 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 Hemingway Wealth Management has purchased the following applications: Microsoft 365 for Collaboration in 2018, Google Tag Manager for Tag Management in 2021, Asset-Map Financial Planning for Portfolio and Investment Performance and Planning in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Hemingway Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Google , Asset-Map 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 Hemingway Wealth Management 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 Hemingway 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.
Hemingway Wealth Management Tech Stack and Enterprise Applications
Hemingway Wealth Management Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
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Hemingway Wealth Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Tag Manager | Tag Management | CRM | n/a | 2021 | 2021 |
|
Hemingway Wealth Management Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Asset-Map | Legacy | Asset-Map Financial Planning | Portfolio and Investment Performance and Planning | Investment Management | n/a | 2020 | 2020 |
In 2020, Hemingway Wealth Management implemented Asset-Map Financial Planning as part of its Financial Planning tech stack in the United States. The Asset-Map Financial Planning deployment focused on enhancing meeting engagement and visual client mapping to help clients follow complex scenarios during advisor sessions. Implementation concentrated on discovery and fact-finding workflows, embedding visual relationship maps and scenario walkthroughs into routine financial planning engagements.
The implementation was used alongside eMoney, integrating visual mapping and meeting facilitation with the firm’s existing planning data flows to accelerate data collection for new and existing clients. Operational coverage centered on advisory and financial planning functions within the U.S. practice, changing how advisors structured discovery sessions and client conversations. According to the vendor case study, the rollout produced more precise client conversations and faster data collection for both new and existing clients.
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Hemingway Wealth Management IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
|
2021 | 2021 |
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Content Delivery Network | IaaS |
|
2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Hemingway Wealth Management
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Hemingway Wealth Management Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||