Hometap
800 Boylston Street 16th Floor,
Boston, 2199, MA,
United States
Boston, 2199, MA,
United States
1 855-223-3144
Banking and Financial Services
Hometap Technographics
Hometap Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Hometap and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 240 Hometap employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Hometap has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2018, Drift AI Chatbot for Chatbots and Conversational AI in 2018, Google Workspace (Formerly Google G-Suite) for Collaboration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Hometap is running and its propensity to invest more and deepen its relationship with Oracle , Drift , Google 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 Hometap revenues, which have grown to $60.0 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 Hometap 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.
Hometap Tech Stack and Enterprise Applications
Hometap ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2018 | 2018 |
In 2018, Hometap implemented Oracle NetSuite ERP in an ERP Financial deployment. The 240 employee Banking and Financial Services firm with approximately 60,000,000 in revenue selected Oracle NetSuite ERP to provide industrial grade accounting software, reflecting a stated preference for NetSuite in sourcing documentation.
The implementation focused on core financial modules including general ledger, accounts payable, accounts receivable, revenue recognition, fixed assets, and financial close automation, configured to centralize the chart of accounts and standardize transactional posting and month end processes. The Oracle NetSuite ERP instance was deployed as a cloud native ERP Financial solution with role based workflows, automated approval routing, and embedded reporting to support control and auditability within finance and accounting operations. Governance emphasized configuration of internal controls, account structures, and fixed asset schedules, and the rollout targeted finance and related operational teams. The deployment aligns with Hometap's requirement for industrial grade accounting capabilities and positions Oracle NetSuite ERP as the primary ERP Financial system for the company.
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ERP Financial | ERP |
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2021 | 2022 |
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Hometap AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2018 | 2018 |
In 2018 Hometap deployed Drift AI Chatbot on its public website. The implementation positions Drift AI Chatbot within the Chatbots and Conversational AI category and explicitly supports web-based customer engagement for the company.
The deployment centers on a site-embedded conversational widget and standard conversational AI capabilities, including automated visitor interaction, scripted lead capture flows, real-time qualification prompts, and bot-to-human handoff logic. Drift AI Chatbot is configured with conversation playbooks and response templates to standardize front-line interactions and to surface qualified inquiries for follow up.
Operational coverage is focused on website touchpoints and impacts Sales, Marketing, and Customer Support workflows, where conversational sessions are used to initiate prospects and route complex issues to human agents. Governance is organized around content management for conversational scripts, escalation rules for human takeover, and iterative tuning of bot dialogues and intent handling.
Rollout and ongoing operations emphasize continual script updates, monitoring of conversation patterns, and coordination between marketing and revenue teams to refine qualification logic. The Drift AI Chatbot implementation at Hometap is maintained as a live web engagement layer to manage inbound visitor interactions within established organizational workflows.
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Hometap Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Hometap implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform to provision corporate email and productivity services for the organization. Google Workspace is used by Hometap as the primary Collaboration application supporting Gmail email, Drive file storage, Docs and Sheets coauthoring, Calendar scheduling and Google Meet video conferencing to support core communication and productivity workflows.
Deployment centered on domain-level provisioning and the Google Admin console, with Gmail configured for corporate email routing and Drive organized for centralized file collaboration. Standard Collaboration functional modules were configured, including document coauthoring, shared drives, calendar sharing and meeting rooms, and administrative features were used for user provisioning and group management.
Artifacts in Hometap's website source indicate domain verification and public-facing configuration tied to the corporate domain, confirming enterprise-wide use across departments in the United States. Governance was implemented through centralized admin controls and group-based access policies, aligning the Google Workspace Collaboration deployment with Hometap's corporate communication and productivity processes.
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Hometap CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Data Platform | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Partner Relationship Management | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Hometap 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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2018 | 2018 |
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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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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Hometap
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Hometap Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Hometap IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Hometap digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Hometap Technographics
Hometap is a Banking and Financial Services organization based in United States,
with around 240 employees and annual revenues of $60.0 million.
Hometap operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Drift AI Chatbot and Google Workspace (Formerly Google G-Suite),
covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Hometap has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Drift and Google.
Hometap recently adopted applications including
Oracle Cloud ERP in 2021, Artsai in 2021 and TUNE Partner Marketing Platform in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Hometap’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Hometap’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 Hometap technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.