AI Buyer Insights:

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● 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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● 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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Marshall Investment Management
Location
10822 W Toller Dr Ste 195,
Littleton, 80127-6350, CO,
United States
Website
https://www.investwithmarshall.com/
Phone
1 303-991-6415
Artw industry
Professional Services
Employee
Revenue

Marshall Investment Management Technographics

Marshall Investment Management Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Marshall Investment Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4 Marshall Investment 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 Marshall Investment Management has purchased the following applications: Hubspot Marketing Automation for Marketing Automation in 2021, Zoho Site24x7 for Application Performance Management in 2021, RightCapital for Portfolio and Investment Management in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Marshall Investment Management is running and its propensity to invest more and deepen its relationship with HubSpot , Zoho Corp. , Stackify 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 Marshall Investment 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 Marshall Investment 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.

Marshall Investment Management Tech Stack and Enterprise Applications

Marshall Investment Management CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Marketing Automation Marketing Automation CRM n/a 2021 2021
In 2021, Marshall Investment Management implemented Hubspot Marketing Automation on its corporate website. Marshall Investment Management deployed Hubspot Marketing Automation, a Marketing Automation application, to support marketing and client acquisition functions for the firm. The deployment uses a cloud-hosted SaaS instance of Hubspot Marketing Automation embedded in site pages to capture visitor intent and manage inbound leads. Configuration emphasizes core Marketing Automation capabilities including web forms, landing page tracking, contact database consolidation, and email automation workflows, with consolidated administration and lifecycle stage segmentation appropriate for a four person professional services firm.
Marshall Investment Management ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2021 2021
In 2021, Marshall Investment Management implemented Zoho Site24x7 to monitor its public website. Marshall Investment Management uses Zoho Site24x7 Application Performance Management to provide continuous visibility into website availability and end-user experience for its client-facing web presence. The deployment is scoped to a single-site monitoring configuration focused on the company website, reflecting a lightweight architecture appropriate for a four-person professional services firm. Functional capabilities configured in Zoho Site24x7 include synthetic transaction monitoring, real user monitoring, uptime and HTTP checks, centralized dashboarding, and alerting workflows, with monitoring thresholds and notification rules assigned to internal contacts. Operational coverage centers on web operations and client access, and governance emphasizes in-house ownership of incident response and routine performance reviews using Zoho Site24x7 reporting and dashboards.
Application Performance Management ITSM 2022 2022
Marshall Investment Management Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
RightCapital Legacy RightCapital Portfolio and Investment Management Investment Management n/a 2022 2022
In 2022, Marshall Investment Management deployed RightCapital on its public website to provide client-facing financial planning and portfolio tools. The firm uses RightCapital as a Portfolio and Investment Management application to surface an embedded client portal and interactive planning calculators to prospective and existing clients in the United States. RightCapital is implemented as the front-line client engagement layer for financial planning and portfolio reporting workflows rather than as back-office custody infrastructure. The implementation centers on client-facing modules consistent with Portfolio and Investment Management functionality, including interactive financial planning, retirement modeling, portfolio modeling and performance reporting, and secure client account aggregation. The deployment is surfaced through the firm website and is positioned to support the small advisory team s client onboarding and ongoing reporting processes, with configuration focused on advisor workflow orchestration and client access management. Governance appears organized around client-facing workflow ownership and web integration maintenance rather than enterprise IT orchestration, reflecting the firm s compact operational footprint.
Marshall Investment Management IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2021 2021
Cloud Storage IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Marshall Investment Management CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2015 2015

IT Decision Makers and Key Stakeholders at Marshall Investment Management

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Marshall Investment Management Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Marshall Investment Management IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Marshall Investment Management digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Marshall Investment Management Technographics
Marshall Investment Management is a Professional Services organization based in United States, with around 4 employees and annual revenues of $1.0 million.
Marshall Investment Management operates a diverse technology stack with applications such as Hubspot Marketing Automation, Zoho Site24x7 and RightCapital, covering areas like Marketing Automation, Application Performance Management and Portfolio and Investment Management.
Marshall Investment Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as HubSpot, Zoho Corp. and RightCapital.
Marshall Investment Management recently adopted applications including Stackify Retrace in 2022, RightCapital in 2022 and Cloudflare CDN in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Marshall Investment Management’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Marshall Investment Management’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 Marshall Investment Management technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.