AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

Heritage Wealth Architects
Location
408 Saint Peter Street Ste 444,
Saint Paul, 55102-1119, MN,
United States
Website
https://www.heritagewealtharchitects.com/
Phone
1 651-289-6444
Artw industry
Professional Services
Employee
Revenue

Heritage Wealth Architects Technographics

Heritage Wealth Architects Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Heritage Wealth Architects and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Heritage Wealth Architects 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 Wealth Architects has purchased the following applications: GoDaddy for Application Hosting and Computing Services in 2018, Microsoft 365 for Collaboration in 2017, FinFolio Client Portal for CRM and Investor Relationship Management 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 Heritage Wealth Architects is running and its propensity to invest more and deepen its relationship with GoDaddy , Microsoft , FinFolio 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 Wealth Architects 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 Heritage Wealth Architects 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 Wealth Architects Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2018 2018
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Collaboration Collaboration 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
FinFolio Legacy FinFolio Client Portal CRM and Investor Relationship Management Investment Management n/a 2016 2016
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2022 2022
IT Decision Makers and Key Stakeholders at Heritage Wealth Architects
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Heritage Wealth Architects Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Heritage Wealth Architects Technographics

Heritage Wealth Architects is a Professional Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.

Heritage Wealth Architects operates a diverse technology stack with applications such as GoDaddy, Microsoft 365 and FinFolio Client Portal, covering areas like Application Hosting and Computing Services, Collaboration and CRM and Investor Relationship Management.

Heritage Wealth Architects has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GoDaddy, Microsoft and FinFolio.

Heritage Wealth Architects recently adopted applications including GoDaddy Webmail in 2022, Securence in 2022 and GoDaddy in 2018, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Heritage Wealth Architects’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Heritage Wealth Architects’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 Wealth Architects technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.