AI Buyer Insights:

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

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● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

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● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

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● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

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● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

Heritage Investment Gro
Location
2480 Ne 23Rd St,
Pompano Beach, 33062-1014, FL,
United States
Website
https://www.heritageinvestment.com/
Phone
1 954-400-5400
Artw industry
Banking and Financial Services
Employee
Revenue

Heritage Investment Gro Technographics

Heritage Investment Gro Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Investment Gro and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Heritage Investment Gro employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Heritage Investment Gro has purchased the following applications: Microsoft 365 for Collaboration in 2018, Google Tag Manager for Tag Management in 2020, Envestnet Tamarac for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Heritage Investment Gro is running and its propensity to invest more and deepen its relationship with Microsoft , Google , Envestnet 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 Heritage Investment Gro 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 Heritage Investment Gro 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.

Heritage Investment Gro Tech Stack and Enterprise Applications

Heritage Investment Gro Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
Heritage Investment Gro CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Tag Manager Tag Management CRM n/a 2020 2020
Heritage Investment Gro Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Envestnet Legacy Envestnet Tamarac Portfolio and Investment Management Investment Management n/a 2022 2022
Heritage Investment Gro IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2022 2022
Heritage Investment Gro CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Heritage Investment Gro

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Heritage Investment Gro Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Heritage Investment Gro IT executives and key decision makers. This section highlights Heritage Investment Gro's latest recorded technology evaluations, including Microsoft Azure SQL Database for Database Management on 2025-11-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Heritage Investment Gro digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-11-19 Heritage Investment Gro Evaluated Microsoft Microsoft Azure SQL Database Database Management IaaS
FAQ - APPS RUN THE WORLD Heritage Investment Gro Technographics
Heritage Investment Gro is a Banking and Financial Services organization based in United States, with around 30 employees and annual revenues of $3.0 million.
Heritage Investment Gro operates a diverse technology stack with applications such as Microsoft 365, Google Tag Manager and Envestnet Tamarac, covering areas like Collaboration, Tag Management and Portfolio and Investment Management.
Heritage Investment Gro has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Google and Envestnet.
Heritage Investment Gro recently adopted applications including Envestnet Tamarac in 2022, GoDaddy in 2022 and Paubox Email Suite in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Heritage Investment Gro’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Heritage Investment Gro’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 Heritage Investment Gro technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.