AI Buyer Insights:

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

Merriman Holdings
Location
250 Montgomery Street,
San Francisco, 94104, CA,
United States
Website
https://www.merrimanco.com/
Phone
1 415-248-5600
Artw industry
Banking and Financial Services
Employee
Revenue

Merriman Holdings Technographics

Merriman Holdings Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Merriman Holdings and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 27 Merriman Holdings employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Merriman Holdings has purchased the following applications: Visa Authorize.Net for Payment Processing in 2020, LiveVol Analytics for Analytics and BI in 2012, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Merriman Holdings is running and its propensity to invest more and deepen its relationship with Visa , LiveVol , Microsoft 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 Merriman Holdings revenues, which have grown to $120.0 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 Merriman Holdings 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.

Merriman Holdings Tech Stack and Enterprise Applications

Merriman Holdings ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Visa Legacy Visa Authorize.Net Payment Processing ERP n/a 2020 2020
Merriman Holdings Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
LiveVol Legacy LiveVol Analytics Analytics and BI Analytics and BI n/a 2012 2012
In 2012, Merriman Holdings implemented LiveVol Analytics, deploying LiveVol's trading and analytics platform to support options and equity execution and trading analytics workflows. The implementation is classified as Analytics and BI and was designed to provide market data, analytics and execution capabilities to institutional customers operating in the United States. LiveVol Analytics was configured to surface options and equity analytics into the firm trading environment, coupling real time market data feeds with analytics engines and execution tools. Functional capabilities inferred from the engagement include options analytics and volatility analysis, execution management and order routing support, and trade blotter and reporting functions consistent with trading analytics platforms. The deployment centered on a derivatives trading desk model, integrating LiveVol data and analytics into execution workflows used by institutional customers, and the arrangement was scheduled to begin accepting LiveVol customer orders in June 2012. Governance and operational scope focused on US options and equity trading workflows, with centralized provision of LiveVol data and analytics to support execution and client order flow.
Merriman Holdings Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Merriman Holdings Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2025 2025
Merriman Holdings CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2019 2019
Customer Experience CRM 2015 2015
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2016 2016
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2016 2016
Marketing Automation CRM 2016 2016
Tag Management CRM 2015 2015
Merriman Holdings PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
API Management PaaS 2013 2013
Transactional Email PaaS 2018 2018
Merriman Holdings IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2025 2025
Digital Workspace IaaS 2018 2018
Domain Name System (DNS) IaaS 2016 2016
Domain Name System (DNS) IaaS 2019 2019
Merriman Holdings CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
Secure Sockets Layer (SSL) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Merriman Holdings

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Merriman Holdings Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Merriman Holdings IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Merriman Holdings digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Merriman Holdings Technographics
Merriman Holdings is a Banking and Financial Services organization based in United States, with around 27 employees and annual revenues of $120.0 million.
Merriman Holdings operates a diverse technology stack with applications such as Visa Authorize.Net, LiveVol Analytics and Microsoft 365, covering areas like Payment Processing, Analytics and BI and Collaboration.
Merriman Holdings has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Visa, LiveVol and Microsoft.
Merriman Holdings recently adopted applications including WordPress in 2025, Cloudflare CDN in 2025 and Visa Authorize.Net in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Merriman Holdings’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Merriman Holdings’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 Merriman Holdings technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.