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Pure Financial Advisors
Location
3131 Camino Del Rio N Ste 1550,
San Diego, 92108-5743, CA,
United States
Website
https://www.purefinancial.com/
Phone
1 619-814-4100
Artw industry
Banking and Financial Services
Employee
Revenue

Pure Financial Advisors Technographics

Pure Financial Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Pure Financial Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 19 Pure Financial Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Pure Financial Advisors has purchased the following applications: Egnyte AI for Generative AI Platforms in 2024, Rocket.chat for Chatbots and Conversational AI in 2019, Microsoft 365 for Collaboration in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Pure Financial Advisors is running and its propensity to invest more and deepen its relationship with Egnyte , Rocket.chat , Microsoft 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 Pure Financial Advisors 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 Pure Financial Advisors 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.

Pure Financial Advisors Data, Technology Stack, and Enterprise Applications
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Egnyte Legacy Egnyte AI Generative AI Platforms AI Development n/a 2024 2024
In 2024, Pure Financial Advisors implemented Egnyte AI as the secure document foundation for its San Diego wealth management operations. The Egnyte AI deployment centralized digital client records and investment documentation, positioning the application within Generative AI Platforms to support financial planning and client onboarding workflows. Egnyte provided the content platform while LEA's document AI was integrated to automate extraction of investment data from inbound client documents. Functional capabilities implemented included automated document ingestion, metadata extraction and indexing, and workflow orchestration to route extracted data into financial planning processes. The configuration emphasized secure storage and role based access controls to maintain client confidentiality during automated processing. Operational scope covered client service and financial planning teams in the San Diego region, using Egnyte AI and LEA extraction to scale planning operations and reduce manual intake. Governance changes established automated ingestion pipelines, data validation checkpoints, and updated intake workflows to support automated extraction and downstream plan generation. Outcomes cited include dramatically reducing manual intake, enabling faster financial planning throughput, and improving the client experience.
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Rocket.chat Legacy Rocket.chat Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Collaboration Collaboration 2022 2022
Online Meeting Scheduling Collaboration 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application, Web and Enterprise Search Content Management 2021 2021
Content Management Content Management 2024 2024
Digital Signing Content Management 2022 2022
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2018 2018
Marketing Analytics CRM 2018 2018
Marketing Analytics, Marketing Automation CRM 2015 2015
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2018 2018
Marketing Automation CRM 2015 2015
Sales Automation, CRM, Sales Engagement CRM 2023 2023
Tag Management CRM 2016 2016
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2015 2015
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2012 2012
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2022 2022
IT Decision Makers and Key Stakeholders at Pure Financial Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Pure Financial Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Pure Financial Advisors Technographics

Pure Financial Advisors is a Banking and Financial Services organization based in United States, with around 19 employees and annual revenues of $2.0 million.

Pure Financial Advisors operates a diverse technology stack with applications such as Egnyte AI, Rocket.chat and Microsoft 365, covering areas like Generative AI Platforms, Chatbots and Conversational AI and Collaboration.

Pure Financial Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Egnyte, Rocket.chat and Microsoft.

Pure Financial Advisors recently adopted applications including Egnyte AI in 2024, Egnyte Financial Services in 2024 and Salesforce Sales Cloud in 2023, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Pure Financial Advisors’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 Pure Financial Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.