Moelis & Company
399 Park Avenue 4th Floor,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-883-3800
Banking and Financial Services
Moelis & Company Technographics
Moelis & Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Moelis & Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1308 Moelis & Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Moelis & Company has purchased the following applications: Workday Financial Management for ERP Financial in 2022, ADP Workforce Now for Core HR in 2009, SAP Concur Travel for Travel 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 Moelis & Company is running and its propensity to invest more and deepen its relationship with Workday , SAP , ADP 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 Moelis & Company revenues, which have grown to $1.20 billion 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 Moelis & Company 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.
Moelis & Company Tech Stack and Enterprise Applications
Moelis & Company ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Financial Management | ERP Financial | ERP | n/a | 2022 | 2022 |
In 2022, Moelis & Company implemented Workday Financial Management as an ERP Financial solution to centralize Finance & Accounting for its international offices. The deployment emphasized system ownership by the corporate finance team and regional accounting staff to maintain consistent general ledger and sub-ledger structures across locations.
The implementation configured core financial capabilities typical of an ERP Financial platform, including general ledger, accounts payable, cash management, intercompany accounting, fixed asset accounting, payroll support, and tax filing workflows to support VAT and other regulatory submissions. Workday Financial Management was used to generate work papers and financial statement supporting schedules aligned with US GAAP requirements.
Operational coverage included day-to-day accounting for international offices, covering cash processing, accounts payable, intercompany reconciliations, fixed asset management, and payroll support, with workflows designed to align transactional processing to regulatory and VAT reporting timelines. System configuration supported the preparation and review of ledger entries and month end close procedures without naming external vendor integrations.
Governance and control were formalized to reflect SOX compliance expectations, embedding internal control checkpoints into transaction approvals, reconciliations, and the production of supporting schedules. Staff accountants retained responsibility for maintaining ledgers and supporting tax and regulatory filing needs while using Workday Financial Management to standardize accounting processes across the enterprise.
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Expense Management | ERP |
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2022 | 2022 |
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Moelis & Company HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Workforce Now | Core HR | HCM | n/a | 2009 | 2018 |
In 2009, Moelis & Company implemented ADP Workforce Now as its Core HR platform. The program managed the ADP PayExpert and HRIS system implementation project, consolidating payroll and human resources information into ADP Workforce Now. The implementation focused on establishing core HR records, payroll processing through ADP PayExpert, and centralized employee data management for the firm's HR and payroll functions. ADP Workforce Now was configured to serve Moelis & Company HR operations and payroll administration.
Configuration work included standard Core HR modules such as employee master data, payroll setup with ADP PayExpert, benefits administration and timekeeping workflows, aligned to typical payroll and HRIS processing flows. The project instituted HRIS governance practices, including role based access controls and payroll reconciliation procedures to support ongoing payroll runs and HR reporting. Rollout was executed as a managed implementation, coordinating HR operations and payroll teams and establishing operational handoffs between HR administrators and payroll processors. The deployment positioned ADP Workforce Now as the system of record for Core HR and payroll administration at Moelis & Company.
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Payroll | HCM |
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2009 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2014 | 2014 |
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Moelis & Company ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SAP | Legacy | SAP Concur Travel | Travel Management | ERP Services and Operations | n/a | 2022 | 2022 |
In 2022, Moelis & Company implemented SAP Concur Travel as its Travel Management solution to standardize travel and expense workflows within the Finance & Accounting function. The deployment targeted the corporate finance team in New York and extended operational coverage to accounting support for the firm’s international offices, aligning travel booking and expense reporting with accounts payable, intercompany accounting, cash management, fixed assets reconciliation, and payroll support processes.
SAP Concur Travel was configured to support core Travel Management capabilities, including centralized travel booking, itemized expense capture, automated expense report generation, policy validation and approval routing, and audit-ready expense documentation. Configuration work emphasized mapping expense categories to general ledger accounts and controlling expense posting rules to support US GAAP and SOX compliance requirements referenced in recruiting and role descriptions for Finance & Accounting staff.
Public job descriptions for finance roles reference Workday Financials and Concur Travel & Expense experience, indicating operational coordination between SAP Concur Travel and the firm’s broader financial applications environment. Staffing expectations and functional handoffs reflect integrations at the process level between travel expense data and ledger maintenance, accounts payable workflows, and tax support activities such as VAT return preparation for international offices.
Governance and workflow restructuring centered on formalizing approval hierarchies, enforcing travel and expense policy controls, and standardizing expense documentation for statutory and audit purposes. Role-based permissions and approval workflows were emphasized to enable consistent expense review by analysts and staff accountants, while accounting teams retained responsibility for ledger reconciliation and regulatory reporting.
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Moelis & Company Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Enterprise Content Management | Content Management |
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2020 | 2020 |
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Moelis & Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Moelis & Company TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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AML, Fraud and Compliance | TRM |
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2018 | 2018 |
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Moelis & Company PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2018 | 2018 |
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Moelis & Company IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Moelis & Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Moelis & Company
| First Name | Last Name | Title | Function | Department | Phone | |
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SVP, Head of Talent Acquisition | VP | HR | |
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Human Resources/Office Manager | Manager | HR | |
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Managing Director, Head of Human Resources | Director | HR | |
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Human Resources Business Partner | Manager | HR | |
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VP Corporate Services | VP | Operations | |
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Travel & Expense Manager | Manager | Finance | |
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Executive Director - Head of Real Estate & Corporate Services | Director | Finance | |
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VP (Data Management / Data Governance) | VP | Operations | |
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Head of Risk Advisory | Director | Risk | |
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General Counsel and Chief Compliance Officer | CXO | Operations | |
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Director, Compliance | Director | Operations | |
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Apps Being Evaluated by Moelis & Company Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Moelis & Company IT executives and key decision makers. This section highlights Moelis & Company's latest recorded technology evaluations, including TIS Treasury Platform for Treasury Management on 2026-02-02, OpenSC Platform for Blockchain Platform on 2026-01-28, and Vyond for Video Editing on 2025-11-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Moelis & Company digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-02-02 | Moelis & Company | Evaluated | Treasury Intelligence Solutions | TIS Treasury Platform | Treasury Management | TRM |
| 2026-01-28 | Moelis & Company | Evaluated | OpenSC | OpenSC Platform | Blockchain Platform | Blockchain |
| 2025-11-19 | Moelis & Company | Evaluated | GoAnimate | Vyond | Video Editing | Content Management |
| 2025-10-27 | Moelis & Company | Evaluated |
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Event Management | Collaboration |
| 2025-09-26 | Moelis & Company | Evaluated |
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Benefits Administration | HCM |
| 2025-09-09 | Moelis & Company | Evaluated |
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Shipping Management | eCommerce |
| 2025-09-04 | Moelis & Company | Evaluated |
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Employee Recognition and Rewards Management | HCM |
| 2025-08-14 | Moelis & Company | Evaluated |
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Workforce Analytics | HCM |
| 2025-07-22 | Moelis & Company | Evaluated |
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AP Automation | ERP |
| 2025-07-02 | Moelis & Company | Evaluated |
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Document Management | Content Management |
FAQ - APPS RUN THE WORLD Moelis & Company Technographics
Moelis & Company is a Banking and Financial Services organization based in United States,
with around 1308 employees and annual revenues of $1.20 billion.
Moelis & Company operates a diverse technology stack with applications such as
Workday Financial Management, ADP Workforce Now and SAP Concur Travel,
covering areas like ERP Financial, Core HR and Travel Management.
Moelis & Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Workday, ADP and SAP.
Moelis & Company recently adopted applications including
Workday Financial Management in 2022, SAP Concur Expense in 2022 and SAP Concur Travel in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Moelis & Company’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Moelis & Company’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 Moelis & Company technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.