AI Buyer Insights:

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

Litman Gregory
Location
4 Orinda Way Suite 200D,
Orinda, 94563, CA,
United States
Website
https://www.litmangregory.com/
Phone
1 415-461-8999
Artw industry
Banking and Financial Services
Employee
Revenue

Litman Gregory Technographics

Litman Gregory Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Litman Gregory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 60 Litman Gregory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Litman Gregory has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Rackspace Cloud for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Litman Gregory is running and its propensity to invest more and deepen its relationship with Intuit , Rackspace Technology , Liquid Web 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 Litman Gregory revenues, which have grown to $6.0 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 Litman Gregory 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.

Litman Gregory Tech Stack and Enterprise Applications

Litman Gregory 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, Litman Gregory implemented Intuit QuickBooks Enterprise as its ERP Financial application. The deployment established Intuit QuickBooks Enterprise as the firm’s primary financial and accounting platform supporting the corporate accounting and finance function. The implementation focused on core accounting capabilities within Intuit QuickBooks Enterprise, including general ledger configuration, accounts payable, accounts receivable, and financial reporting workflows. Configuration work emphasized chart of accounts design, transaction mapping, role-based user permissions, and custom report templates to align bookkeeping processes with the firm’s operational needs. Operational rollout was organized around the in-house accounting team, leveraging existing staff proficiency in QuickBooks and an expressed aptitude for adopting new technology to drive configuration and user training. Governance centered on formalizing month-end close procedures, standardized invoicing and reconciliation workflows, and controlled access to financial data inside Intuit QuickBooks Enterprise.
Litman Gregory IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2014 2014
In 2014, Litman Gregory implemented Rackspace Cloud for Application Hosting and Computing Services to host its public website and client-facing web applications. The Rackspace Cloud deployment supplies scalable compute and application hosting capabilities that run the firm’s web servers, support content delivery, and maintain site availability for marketing and client engagement functions. Implementation scope centers on the corporate website and digital publishing workflow, with virtual server provisioning, storage, snapshot and monitoring capabilities used to support ongoing operations. Operational control is maintained by the firm’s IT and web operations staff, who manage instance configuration, backups, and routine maintenance through the Rackspace Cloud management interfaces.
Application Hosting and Computing Services IaaS 2018 2018

IT Decision Makers and Key Stakeholders at Litman Gregory

First Name Last Name Title Function Department Email Phone
CEO CXO Finance
Chief Financial Officer CXO Finance
Chief Compliance Officer, Chief Operations Officer CXO Finance
Director of Finance Director Finance
COO CXO Finance
Director of Operations Director Finance
Director of Sales Director Finance
Director of Client Services Director Customer Service
Show All Contacts

Apps Being Evaluated by Litman Gregory Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Litman Gregory IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Litman Gregory digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Litman Gregory Technographics
Litman Gregory is a Banking and Financial Services organization based in United States, with around 60 employees and annual revenues of $6.0 million.
Litman Gregory operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise and Rackspace Cloud, covering areas like ERP Financial and Application Hosting and Computing Services.
Litman Gregory has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit and Rackspace Technology.
Litman Gregory recently adopted applications including Liquid Web Cloud Servers in 2018, Rackspace Cloud in 2014 and Intuit Quickbooks Enterprise in 2012, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Litman Gregory’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Litman Gregory’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 Litman Gregory technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.