Independent Wealth Management Technographics

Discover the latest software purchases and digital transformation initiatives being undertaken by Independent Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Independent Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Independent Wealth Management has purchased the following applications: eMoney Advisor for Portfolio and Investment Performance and Planning, Asset and Wealth Management in 2022, Google Tag Manager for Tag Management in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Independent Wealth Management is running and its propensity to invest more and deepen its relationship with eMoney Advisor , 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 Independent Wealth Management 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 Independent Wealth Management 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.