HPM Partners LLC
6 E 43rd St,
New York, 10017, NY,
United States
New York, 10017, NY,
United States
1 212-850-4290
Banking and Financial Services
HPM Partners LLC Technographics
HPM Partners LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by HPM Partners LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 70 HPM Partners LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that HPM Partners LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2019, Twilio Sendgrid for Transactional Email in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems HPM Partners LLC is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Twilio 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 HPM Partners LLC revenues, which have grown to $7.0 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 HPM Partners LLC 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.
HPM Partners LLC Tech Stack and Enterprise Applications
HPM Partners LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, HPM Partners LLC implemented Intuit Quickbooks Enterprise as its ERP Financial platform to centralize accounting and reporting for its 70-employee banking and financial services operation. The deployment focused on establishing a single financial system to manage core ledgers and transactional accounting workflows while supporting multi-user access for the finance team.
Configuration centered on standard ERP Financial capabilities including general ledger structure, chart of accounts design, accounts receivable, accounts payable, bank reconciliation, and financial reporting. Intuit Quickbooks Enterprise was configured for period close controls, audit trail capture, and role-based permissions to segregate duties across billing, cash management, and month-end close processes.
Operational coverage was concentrated in finance and accounting functions, with the system serving as the primary record for billing, collections, vendor payments, and reconciliations. Deployment emphasized multi-user concurrency and workstation-level access controls typical of Quickbooks Enterprise implementations in privately held financial services firms.
Governance and rollout included formalizing QuickBooks knowledge as a hiring prerequisite and providing targeted user training and documentation to enforce accounting procedures. Process-level controls were implemented through chart of accounts standardization, reconciliation cadence, and documented approval workflows to support regulatory and audit readiness.
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HPM Partners LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, HPM Partners LLC deployed Microsoft 365 to establish a firmwide Collaboration platform for its approximately 70 employees. The deployment centered on Microsoft 365 as the primary collaboration layer, aligning email, document storage, and real-time collaboration under a single cloud tenant.
The implementation configured core Microsoft 365 capabilities including Exchange Online for email, SharePoint Online for team and intranet sites, Microsoft Teams for synchronous collaboration and meetings, OneDrive for personal file sync, and the Office desktop and web apps for document editing. Configuration work emphasized set up of SharePoint site collections for client and project content, Teams channels for advisory workflows, and OneDrive policies for individual file access and sync.
Operationally the rollout established Azure Active Directory as the identity and access backbone for Microsoft 365, with role-based provisioning and group-based access controls to reflect advisory, operations, and client service functions. Compliance and retention controls were applied within the Microsoft 365 compliance center to meet financial services recordkeeping needs, and administrative segregation separated tenant global admin duties from day-to-day site and Teams owners.
Governance focused on user provisioning, mailbox and site lifecycle policies, and standardizing collaboration patterns across departments to reduce shadow content repositories. Microsoft 365 was positioned as the central Collaboration tool, with governance and provisioning processes intended to sustain secure document sharing and coordinated team collaboration within the firm.
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HPM Partners LLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2019 | 2019 |
In 2019, HPM Partners LLC implemented Twilio Sendgrid for Transactional Email on its website. The deployment focuses on sending transactional messages such as account notifications, password resets, and client facing confirmations using Twilio Sendgrid as the deliverability and template engine.
The implementation integrates Twilio Sendgrid via web API and SMTP relay with the site backend, leveraging dynamic template management, personalization tokens, and queuing for reliability. Configuration includes suppression list handling, bounce processing, and webhook event streams to capture delivery and engagement events for downstream processing. These modules align with standard Transactional Email functional workflows for programmatic send and event driven triggers.
Operational scope covers customer communications and operations teams at HPM Partners LLC, where template ownership and send authorization are segregated between development and business users. Governance practices include centralized API key management, role based access control for template edits and send permission, and documented consent and suppression workflows to maintain deliverability hygiene. Twilio Sendgrid is the primary Transactional Email tool used on HPM Partners LLC's website to manage automated customer email flows.
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HPM Partners LLC 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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2015 | 2015 |
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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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IT Decision Makers and Key Stakeholders at HPM Partners LLC
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Managing Partner | Manager | Finance | |
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President & Partner | Manager | Finance | |
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Chief Operating Officer | CXO | Finance | |
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Partner | Manager | Finance | |
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Apps Being Evaluated by HPM Partners LLC Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from HPM Partners LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the HPM Partners LLC digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD HPM Partners LLC Technographics
HPM Partners LLC is a Banking and Financial Services organization based in United States,
with around 70 employees and annual revenues of $7.0 million.
HPM Partners LLC operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Twilio Sendgrid,
covering areas like ERP Financial, Collaboration and Transactional Email.
HPM Partners LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Twilio.
HPM Partners LLC recently adopted applications including
Microsoft 365 in 2019, Twilio Sendgrid in 2019 and Microsoft Azure Cloud Services in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of HPM Partners LLC’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates HPM Partners LLC’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 HPM Partners LLC technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.