AI Buyer Insights:

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

Investment Placement Group
Location
350 10Th Ave Ste 1150,
San Diego, 92101-8701, CA,
United States
Website
https://www.ipgsd.com/
Phone
1 619-326-1200
Artw industry
Banking and Financial Services
Employee
Revenue

Investment Placement Group Technographics

Investment Placement Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Investment Placement Group and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 Investment Placement Group employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Investment Placement Group has purchased the following applications: Microsoft 365 for Collaboration in 2016, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2023, Hornetsecurity Zerospam for Secure Email Gateways (SEGs) 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 Investment Placement Group is running and its propensity to invest more and deepen its relationship with Microsoft , GoDaddy , Hornetsecurity 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 Investment Placement Group revenues, which have grown to $3.0 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 Investment Placement Group 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.

Investment Placement Group Tech Stack and Enterprise Applications

Investment Placement Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2023 2023
Investment Placement Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2023 2023
Application Hosting and Computing Services IaaS 2021 2021
Investment Placement Group CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Hornetsecurity Legacy Hornetsecurity Zerospam Secure Email Gateways (SEGs) CyberSecurity n/a 2021 2021
Secure Email Gateways (SEGs) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Investment Placement Group

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Investment Placement Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Investment Placement Group IT executives and key decision makers. This section highlights Investment Placement Group's latest recorded technology evaluations, including Addepar for Asset and Wealth Management on 2025-12-05. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Investment Placement Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-12-05 Investment Placement Group Evaluated Addepar Addepar Asset and Wealth Management Investment Management
FAQ - APPS RUN THE WORLD Investment Placement Group Technographics
Investment Placement Group is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $3.0 million.
Investment Placement Group operates a diverse technology stack with applications such as Microsoft 365, Microsoft Azure Cloud Services and Hornetsecurity Zerospam, covering areas like Collaboration, Application Hosting and Computing Services and Secure Email Gateways (SEGs).
Investment Placement Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Hornetsecurity.
Investment Placement Group recently adopted applications including Microsoft 365 in 2023, Microsoft Azure Cloud Services in 2023 and Hornetsecurity Zerospam in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Investment Placement Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Investment Placement Group’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 Investment Placement Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.