AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● 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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

Plan First Wealth
Location
500 West Putnam Avenue STE 400,
Greenwich, 6830, CT,
United States
Website
https://www.planfirstwealth.com/
Phone
1 646-201-4865
Artw industry
Banking and Financial Services
Employee
Revenue

Plan First Wealth Technographics

Plan First Wealth Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Plan First 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 First 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 First Wealth has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2025, Vimeo Online Video Editor for Video Editing in 2022, Automattic Jetpack CRM for CRM 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 Plan First Wealth is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , Vimeo 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 First Wealth 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 Plan First 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 First Wealth Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Zoom Video Communications Legacy Zoom Audio Video and Web Conferencing Collaboration n/a 2025 2025
Collaboration Collaboration 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vimeo Legacy Vimeo Online Video Editor Video Editing Content Management n/a 2022 2022
Web Content Management Content Management 2022 2022
Web Content Management Content Management 2022 2022
Web Content Management Content Management 2026 2026
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy Automattic Jetpack CRM CRM CRM n/a 2022 2022
CRM CRM 2022 2022
CRM CRM 2025 2025
Customer Experience CRM 2022 2022
Digital Advertising Platform CRM 2022 2022
Marketing Analytics CRM 2022 2022
Marketing Analytics CRM 2022 2022
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Marketing Automation CRM 2022 2022
Tag Management CRM 2022 2022
Tag Management CRM 2022 2022
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2022 2022
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2025 2025
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2022 2022
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2020 2020
Apps Development PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2021 2021
Content Delivery Network IaaS 2022 2022
Domain Name System (DNS) IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2022 2022
Identity and Access Management (IAM) CyberSecurity 2024 2024
IT Decision Makers and Key Stakeholders at Plan First Wealth
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Plan First Wealth Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Plan First Wealth Technographics

Plan First Wealth is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $2.0 million.

Plan First Wealth operates a diverse technology stack with applications such as Zoom, Vimeo Online Video Editor and Automattic Jetpack CRM, covering areas like Audio Video and Web Conferencing, Video Editing and CRM.

Plan First Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoom Video Communications, Vimeo and Automattic.

Plan First Wealth recently adopted applications including accessWidget in 2026, Zoom in 2025 and Keap CRM in 2025, highlighting its ongoing modernization strategy.

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

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