AI Buyer Insights:

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● JLG Industries, an Oracle JD Edwards EnterpriseOne 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

● JLG Industries, an Oracle JD Edwards EnterpriseOne 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

Mission Wealth
Location
1111 Chapala St 3rd Floor,
Santa Barbara, 93101, CA,
United States
Website
https://www.missionwealth.com/
Phone
1 805-882-2360
Artw industry
Professional Services
Employee
Revenue

Mission Wealth Technographics

Mission Wealth Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Mission Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Mission Wealth employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Mission Wealth has purchased the following applications: Sentry for Application Performance Management in 2024, Adobe Connect for Audio Video and Web Conferencing in 2018, Fastly for Content Delivery Network 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 Mission Wealth is running and its propensity to invest more and deepen its relationship with Functional Software , Adobe Systems , 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 Mission Wealth revenues, which have grown to $30.0 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 Mission Wealth 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.

Mission Wealth Data, Technology Stack, and Enterprise Applications
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Functional Software Legacy Sentry Application Performance Management ITSM n/a 2024 2024
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Connect Audio Video and Web Conferencing Collaboration n/a 2018 2018
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Fastly Legacy Fastly Content Delivery Network IaaS n/a 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Experience CRM 2017 2017
Customer Support CRM 2023 2023
Digital Advertising Platform CRM 2023 2023
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2019 2019
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2017 2017
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Employee Experience, Employee Engagement HCM 2020 2024
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2022 2022
Governance, Risk and Compliance TRM 2023 2023
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Investment Research and Market Intelligence Investment Management 2024 2024
Portfolio and Investment Management Investment Management 2019 2019
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2023 2023
IT Decision Makers and Key Stakeholders at Mission Wealth
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Mission Wealth Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Mission Wealth Technographics

Mission Wealth is a Professional Services organization based in United States, with around 200 employees and annual revenues of $30.0 million.

Mission Wealth operates a diverse technology stack with applications such as Sentry, Adobe Connect and Fastly, covering areas like Application Performance Management, Audio Video and Web Conferencing and Content Delivery Network.

Mission Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Functional Software, Adobe Systems and Fastly.

Mission Wealth recently adopted applications including Sentry in 2024, Salesforce Sales Cloud in 2024 and Microsoft Entra ID (formerly Azure Active Directory) in 2024, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Mission Wealth’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Mission Wealth’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 Mission Wealth technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.