JMI Equity
100 International Drive Suite 19100,
Baltimore, 21202, MD,
United States
Baltimore, 21202, MD,
United States
1 410-951-0200
Banking and Financial Services
JMI Equity Technographics
JMI Equity Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by JMI Equity and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 JMI Equity employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that JMI Equity has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Salesforce Marketing Cloud for Marketing Automation in 2021, SMTP Transactional Emails for Transactional Email 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 JMI Equity is running and its propensity to invest more and deepen its relationship with Cisco Systems , Microsoft , Salesforce 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 JMI Equity revenues, which have grown to $50.0 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 JMI Equity 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.
JMI Equity Tech Stack and Enterprise Applications
JMI Equity Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Jmi Equity deployed Cisco Webex Meetings as its Audio Video and Web Conferencing solution. Cisco Webex Meetings is embedded on Jmi Equity's website and is used to deliver client facing sessions and internal video meetings, providing conferencing, screen sharing, participant management, and scheduling capabilities.
The deployment follows a cloud hosted application model, with Cisco Webex Meetings links and meeting widgets surfaced from the website to initiate sessions and register attendees. Functional capabilities implemented include real time video and audio conferencing, screen sharing, meeting recording, participant controls and role based access, and calendar based scheduling workflows. Governance emphasizes centralized scheduling and access controls to standardize meeting operations across the small firm, and Jmi Equity Cisco Webex Meetings Audio Video and Web Conferencing supports investor communications and internal collaboration.
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Collaboration | Collaboration |
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2016 | 2016 |
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Collaboration | Collaboration |
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2023 | 2023 |
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Online Meeting Scheduling | Collaboration |
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2017 | 2017 |
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JMI Equity CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Marketing Cloud | Marketing Automation | CRM | n/a | 2021 | 2021 |
In 2021, JMI Equity implemented Salesforce Marketing Cloud. JMI Equity deployed Salesforce Marketing Cloud as a Marketing Automation platform to instrument website-driven email delivery, audience segmentation, and journey orchestration tied to its corporate website. The implementation emphasizes digital engagement modules common to Marketing Automation deployments, including campaign management, content personalization, and subscriber data management.
Operationally, the Salesforce Marketing Cloud instance is oriented to support marketing, demand generation, and digital teams within the United States, with the website acting as the primary inbound channel for lead capture and campaign activation. The deployment architecture centers on web tracking and campaign delivery workflows integrated directly with site forms and visitor identification, and governance focuses on centralized campaign orchestration, consent and subscriber lifecycle workflows, and content approval processes. This JMI Equity Salesforce Marketing Cloud Marketing Automation deployment supports marketing and digital engagement use cases for a 150 employee financial services firm.
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Marketing Automation | CRM |
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2015 | 2015 |
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Sales Automation, CRM, Sales Engagement | 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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JMI Equity PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SMTP | Legacy | SMTP Transactional Emails | Transactional Email | PaaS | n/a | 2021 | 2021 |
In 2021, JMI Equity deployed SMTP Transactional Emails on its website as a Transactional Email solution to support website-driven client notifications and account communications. JMI Equity implemented SMTP Transactional Emails, categorized as Transactional Email, to enable automated delivery of event-driven messages originating from the firm website, aligning the application with client-facing web workflows.
The implementation focused on server-side SMTP relay configuration, template-driven message management, and event-triggered sending tied to the website backend. Typical functional elements implemented include templating for variable content, SMTP authentication and transport security, and bounce and delivery status handling to support reliable transactional delivery.
Integration work centered on connecting the website application stack to the SMTP Transactional Emails service, with triggers originating from web forms and application events, and delivery telemetry fed back to web operations for monitoring. Operational coverage is scoped to the website and its client communication flows, with IT and web operations responsible for credential management and operational support.
Governance and operational controls emphasize template versioning, credential rotation, and delivery monitoring to maintain message integrity and compliance with email authentication best practices. The deployment is architected to centralize transactional email orchestration through SMTP Transactional Emails, preserving a clear link between the company website, email delivery engine, and client communication processes.
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JMI Equity 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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JMI Equity 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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2013 | 2013 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at JMI Equity
| First Name | Last Name | Title | Function | Department | Phone | |
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Software Growth Equity Associate | Non Manager | Operations | |
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Software Investor | Manager | Operations | |
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Managing Partner, Investments | Director | Operations | |
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Software Investor | Manager | Operations | |
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Apps Being Evaluated by JMI Equity Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from JMI Equity IT executives and key decision makers. This section highlights JMI Equity's latest recorded technology evaluations, including ServiceNow HR for HR Service Delivery on 2025-09-12, Routeware EnCORE for Utilities ERP on 2025-08-28, and Jane App for Gym Management on 2025-03-03. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the JMI Equity digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-09-12 | JMI Equity | Evaluated | ServiceNow | ServiceNow HR | HR Service Delivery | HCM |
| 2025-08-28 | JMI Equity | Evaluated | Routeware | Routeware EnCORE | Utilities ERP | ERP Services and Operations |
| 2025-03-03 | JMI Equity | Evaluated | Jane Software | Jane App | Gym Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD JMI Equity Technographics
JMI Equity is a Banking and Financial Services organization based in United States,
with around 150 employees and annual revenues of $50.0 million.
JMI Equity operates a diverse technology stack with applications such as
Cisco Webex Meetings, Salesforce Marketing Cloud and SMTP Transactional Emails,
covering areas like Audio Video and Web Conferencing, Marketing Automation and Transactional Email.
JMI Equity has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Salesforce and SMTP.
JMI Equity recently adopted applications including
Salesforce Marketing Cloud in 2021, Salesforce Sales Cloud in 2021 and SMTP Transactional Emails in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of JMI Equity’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates JMI Equity’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 JMI Equity technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.