AI Buyer Insights:

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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: GoDaddy for Application Hosting and Computing Services in 2019, New Relic APM for Application Performance Management in 2022, reCAPTCHA for Application Security (AppSec) 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 GoDaddy , Google , New Relic 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
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 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
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
New Relic Legacy New Relic APM Application Performance Management ITSM n/a 2022 2022
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy reCAPTCHA Application Security (AppSec) CyberSecurity n/a 2022 2022
Identity and Access Management (IAM) CyberSecurity 2024 2024
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2020 2020
Apps Development PaaS 2022 2022
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2025 2025
Collaboration Collaboration 2021 2021
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 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
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
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Video Editing Content Management 2022 2022
Web Content Management Content Management 2022 2022
Web Content Management Content Management 2022 2022
Web Content Management Content Management 2026 2026
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 GoDaddy, New Relic APM and reCAPTCHA, covering areas like Application Hosting and Computing Services, Application Performance Management and Application Security (AppSec).

Plan First Wealth has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GoDaddy, New Relic and Google.

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.