New York, 10111, NY,
United States
Rockefeller Capital Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Rockefeller Capital Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1350 Rockefeller Capital 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 Rockefeller Capital Management has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2023, DocuSign eSignature for Digital Signing in 2021, Fitek Fi-CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rockefeller Capital Management is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , Salesforce 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 Rockefeller Capital Management revenues, which have grown to $389.0 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 Rockefeller Capital 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.
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 | 2023 | 2023 |
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Collaboration | Collaboration |
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2019 | 2019 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Fitek Technology | Legacy | Fitek Fi-CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, Rockefeller Capital Management implemented Fitek Fi-CRM, a CRM solution from Fitek Technology. The announcement documented Fitek Technology's acquisition of Rockit Solutions and a long term services agreement to bring Rockit Command family office technology into Fitek Technology's portfolio to support family office operations and reporting in the United States.
Fitek Fi-CRM CRM was deployed to centralize client and advisor relationship management, with configuration focused on client and advisor portals, centralized client data management, contact and householding constructs, and reporting workflows aligned to family office operations. Deployment emphasized secure advisor-facing access and consolidated client records within Fitek Technology's integrated platform.
Integration work centered on embedding Rockit Command capabilities into Fitek Fi-CRM and Fitek Technology's broader platform, enabling operational reporting and workflow orchestration across family office, advisory, and client service functions at Rockefeller Capital Management in the United States. The long term services agreement established the governance model for implementation, ongoing configuration, and support.
The public communication prioritized the acquisition and the services arrangement rather than specific rollout timelines or quantitative outcomes.
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Marketing Automation | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2024 | 2024 |
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Tag Management | CRM |
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2023 | 2023 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2019 | 2019 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2007 | 2007 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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