AI Buyer Insights:

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Fluke Corporation, 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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Fluke Corporation, 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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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 Technographics, Software Purchases, AI 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: UKG Great Place to Work Emprising for Employee Experience, Employee Engagement in 2020, Adobe Connect for Audio Video and Web Conferencing in 2018, accessWidget for Web Content Management in 2023 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 UKG , 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 Tech Stack and Enterprise Applications

Mission Wealth HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
UKG Legacy UKG Great Place to Work Emprising Employee Experience, Employee Engagement HCM n/a 2020 2024
Mission Wealth 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
Mission Wealth Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
accessiBe Legacy accessWidget Web Content Management Content Management n/a 2023 2023
Mission Wealth 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
Mission Wealth ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2024 2024
Mission Wealth 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
Mission Wealth 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
Mission Wealth PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2021 2021
Mission Wealth IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2021 2021
Mission Wealth CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2024 2024

IT Decision Makers and Key Stakeholders at Mission Wealth

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Mission Wealth Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mission Wealth IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mission Wealth digital transformation priorities and AI adoption trends.
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 UKG Great Place to Work Emprising, Adobe Connect and accessWidget, covering areas like Employee Experience, Employee Engagement, Audio Video and Web Conferencing and Web Content Management.
Mission Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as UKG, Adobe Systems and accessiBe.
Mission Wealth recently adopted applications including Salesforce Sales Cloud in 2024, Sentry in 2024 and Koyfin Data Coverage 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.