ICONIQ Capital
50 Beale St, Ste. 2300,
San Francisco, 94105, CA,
United States
San Francisco, 94105, CA,
United States
1 415-967-7763
Banking and Financial Services
ICONIQ Capital Technographics
ICONIQ Capital Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by ICONIQ Capital and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 500 ICONIQ Capital employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that ICONIQ Capital has purchased the following applications: ADP Workforce Now Payroll for Payroll in 2017, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems ICONIQ Capital is running and its propensity to invest more and deepen its relationship with ADP , Microsoft , DocuSign 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 ICONIQ Capital revenues, which have grown to $140.0 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 ICONIQ Capital 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.
ICONIQ Capital Tech Stack and Enterprise Applications
ICONIQ Capital HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | TriNet PEO | ADP Workforce Now Payroll | Payroll | HCM | n/a | 2017 | 2017 |
In 2017, ICONIQ Capital migrated all payroll accounts from TriNet PEO and implemented ADP Workforce Now Payroll to centralize Payroll operations for its family office and philanthropic clients. The deployment supported US and UK payroll and tax processing for more than 20 families and organizations, operating out of the firm’s San Francisco payroll function.
The ADP Workforce Now Payroll implementation included building a new Payroll department pillar with documented processes, standardized workflows and audit controls. The team operationalized year-end procedures by developing and implementing a year-end checklist covering wage and tax audit controls, quarterly and annual returns, and confidential production and delivery of W2s and 1099s, aligning tax compliance workflows with payroll processing modules in ADP Workforce Now Payroll.
Operational integration extended into HR, Operations and Client Services, with payroll providing benefits coordination, tax and compensation research, and labor code advisory support tied to payroll execution. Governance focused on documented workflows and audit controls, which elevated payroll deliverables and established a reputation for valued service within ICONIQ Capital’s Payroll function.
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ICONIQ Capital Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, ICONIQ Capital implemented Microsoft 365 as its core Collaboration platform. Microsoft 365 was provisioned to consolidate cloud-hosted productivity and collaboration capabilities, including Exchange Online email, SharePoint Online content and intranet, Microsoft Teams for chat and meetings, and OneDrive for Business file sync and sharing.
The deployment was delivered as a cloud tenant configured to support corporate communications, document management, and virtual collaboration for ICONIQ Capital employees. Implementation governance emphasized centralized tenant administration and Azure Active Directory identity and access control, with Collaboration-oriented permission models, content lifecycle settings, and administrative role segmentation to manage information governance and secure collaboration workflows.
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ICONIQ Capital Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, ICONIQ Capital implemented DocuSign eSignature as a Digital Signing solution on its website. The deployment concentrated on embedding electronic signing capabilities directly into web‑facing agreement flows to capture signatures and consent in-browser.
DocuSign eSignature was configured to deliver standard Digital Signing capabilities, including embedded signing ceremonies, reusable document templates, envelope routing and role‑based signing sequences, together with authentication checks and audit trail capture. The implementation aligned with typical eSignature functional workflows for document preparation, signature capture and records retention.
The operational integration was scoped to the corporate website, where signing sessions are initiated and executed by external counterparties through the embedded signing experience. Executed documents are captured via the web signing flow for downstream handling by ICONIQ Capital’s internal processes and records retention.
Governance focused on establishing signing workflow controls, authentication and audit requirements, and envelope lifecycle management to support consistent web‑based agreement execution. DocuSign eSignature and the Digital Signing capability are positioned as the primary mechanism for web channel signature capture at ICONIQ Capital.
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ICONIQ Capital CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2022 | 2023 |
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Marketing Automation | CRM |
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2018 | 2018 |
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ICONIQ Capital Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2022 | 2022 |
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ICONIQ Capital 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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ICONIQ Capital CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at ICONIQ Capital
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Tech Investor | Manager | Operations | |
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VP Investment Management | VP | Operations | |
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President, Investment Management | Director | Operations | |
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Apps Being Evaluated by ICONIQ Capital Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from ICONIQ Capital IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the ICONIQ Capital digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD ICONIQ Capital Technographics
ICONIQ Capital is a Banking and Financial Services organization based in United States,
with around 500 employees and annual revenues of $140.0 million.
ICONIQ Capital operates a diverse technology stack with applications such as
ADP Workforce Now Payroll, Microsoft 365 and DocuSign eSignature,
covering areas like Payroll, Collaboration and Digital Signing.
ICONIQ Capital has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as ADP, Microsoft and DocuSign.
ICONIQ Capital recently adopted applications including
InvestorFlow CRM in 2022, Addepar in 2022 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of ICONIQ Capital’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates ICONIQ Capital’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 ICONIQ Capital technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.