Modera Wealth Management Technographics

Discover the latest software purchases and digital transformation initiatives being undertaken by Modera Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11 Modera Wealth 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 Modera Wealth Management has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2018, Microsoft 365 for Collaboration in 2018, ClickDimensions Marketing Automation for Marketing Automation 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 Modera Wealth Management is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , CodeTwo 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 Modera Wealth Management revenues, which have grown to $2.0 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 Modera Wealth 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.