AI Buyer Insights:

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

Plan 4 Wealth
Location
118 West Winchester Street, Suite 101,
Murray, 84107, UT,
United States
Website
https://www.p4wealth.com/
Phone
1 801-568-1968
Artw industry
Banking and Financial Services
Employee
Revenue

Plan 4 Wealth Technographics

Plan 4 Wealth Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Plan 4 Wealth and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Plan 4 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 Plan 4 Wealth has purchased the following applications: GoDaddy for Application Hosting and Computing Services in 2019, Zoho Site24x7 for Application Performance Management in 2020, Hotjar for Customer Experience in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Plan 4 Wealth is running and its propensity to invest more and deepen its relationship with GoDaddy , Amazon Web Services (AWS) , Zoho Corp. 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 Plan 4 Wealth revenues, which have grown to $3.0 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 Plan 4 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.

Plan 4 Wealth Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2019 2019
Application Hosting and Computing Services IaaS 2021 2021
Cloud Storage IaaS 2020 2020
Content Delivery Network IaaS 2024 2024
Domain Name System (DNS) IaaS 2019 2019
Domain Name System (DNS) IaaS 2019 2019
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2020 2020
Application Performance Management ITSM 2020 2020
Application Performance Management ITSM 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Contentsquare Legacy Hotjar Customer Experience CRM n/a 2019 2019
Marketing Automation CRM 2019 2019
Tag Management CRM 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2024 2024
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
Web Application Firewalls (WAF), Phishing Protection CyberSecurity 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2023 2023
IT Decision Makers and Key Stakeholders at Plan 4 Wealth
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Plan 4 Wealth Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Plan 4 Wealth Technographics

Plan 4 Wealth is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $3.0 million.

Plan 4 Wealth operates a diverse technology stack with applications such as GoDaddy, Zoho Site24x7 and Hotjar, covering areas like Application Hosting and Computing Services, Application Performance Management and Customer Experience.

Plan 4 Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GoDaddy, Zoho Corp. and Contentsquare.

Plan 4 Wealth recently adopted applications including Cloudflare CDN in 2024, Datadog APM 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 Plan 4 Wealth’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Plan 4 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 Plan 4 Wealth technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.