AI Buyer Insights:

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

Regency Wealth Management
Location
Evergreen Building - Suite 1400, 201 South RiverHeath Way,
Appleton, 54915, WI,
United States
Website
https://www.myregencywealth.com/
Phone
1 920-739-5549
Artw industry
Banking and Financial Services
Employee
Revenue

Regency Wealth Management Technographics

Regency Wealth Management Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Regency Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Regency Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Regency Wealth Management has purchased the following applications: Rackspace Cloud for Application Hosting and Computing Services in 2015, Algolia Search for Application, Web and Enterprise Search in 2025, Clearly Cloud for Call Center 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 Regency Wealth Management is running and its propensity to invest more and deepen its relationship with Rackspace Technology , Hostinger , Algolia 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 Regency Wealth Management revenues, which have grown to $1.0 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 Regency Wealth Management 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.

Regency Wealth Management Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2015 2015
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2014 2014
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2021 2021
Domain Name System (DNS) IaaS 2014 2014
Domain Name System (DNS) IaaS 2025 2025
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Algolia Legacy Algolia Search Application, Web and Enterprise Search Content Management n/a 2025 2025
Video Editing Content Management 2014 2014
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
ClearlyIP Legacy Clearly Cloud Call Center CRM n/a 2020 2020
Customer Experience CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2014 2014
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2015 2015
Data Management Platform CRM 2016 2016
Data Management Platform CRM 2019 2019
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2015 2015
Listing Management CRM 2014 2014
Marketing Analytics CRM 2014 2014
Marketing Analytics CRM 2015 2015
Marketing Analytics CRM 2015 2015
Marketing Analytics CRM 2015 2015
Marketing Analytics, Data Management Platform CRM 2016 2016
Marketing Automation CRM 2014 2014
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2022 2022
Tag Management CRM 2016 2016
Tag Management CRM 2024 2024
TRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Governance, Risk and Compliance TRM 2014 2014
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Online Meeting Scheduling Collaboration 2018 2018
PBX, VoiP and Phone Systems Collaboration 2020 2020
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2022 2022
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Secure Email Gateways (SEGs) CyberSecurity 2014 2014
PaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Transactional Email PaaS 2025 2025
IT Decision Makers and Key Stakeholders at Regency Wealth Management
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Regency Wealth Management Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Regency Wealth Management Technographics

Regency Wealth Management is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Regency Wealth Management operates a diverse technology stack with applications such as Rackspace Cloud, Algolia Search and Clearly Cloud, covering areas like Application Hosting and Computing Services, Application, Web and Enterprise Search and Call Center.

Regency Wealth Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Rackspace Technology, Algolia and ClearlyIP.

Regency Wealth Management recently adopted applications including Microsoft Azure DNS in 2025, Algolia Search in 2025 and Pathwire Mailgun in 2025, highlighting its ongoing modernization strategy.

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

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