AI Buyer Insights:

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

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

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

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

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

● 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

Roth Capital Partners
Location
888 San Clemente Drive Suite 400,
Newport Beach, 92660, CA,
United States
Website
https://www.roth.com/
Phone
1 949-720-5700
Artw industry
Banking and Financial Services
Employee
Revenue

Roth Capital Partners Technographics

Roth Capital Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Roth Capital Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 190 Roth Capital Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Roth Capital Partners has purchased the following applications: Microsoft Dynamics SL for ERP Financial in 2006, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, BlueMatrix for Content Management in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Roth Capital Partners is running and its propensity to invest more and deepen its relationship with Microsoft , Cisco Systems , BlueMatrix 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 Roth Capital Partners revenues, which have grown to $55.0 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 Roth Capital Partners 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.

Roth Capital Partners Tech Stack and Enterprise Applications

Roth Capital Partners ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft Dynamics SL ERP Financial ERP n/a 2006 2006
In 2006, Roth Capital Partners implemented Microsoft Dynamics SL. The deployment targeted ERP Financial functions to reconcile and accrue various income and balance sheet accounts using Solomon software. Microsoft Dynamics SL was configured to support core financial modules including general ledger, accounts payable, accounts receivable and accrual processing, with focused configuration for multi-entity accounting and period-end close workflows. The implementation emphasized automated accrual schedules and reconciliation routines within Solomon to reconcile various income and balance sheet accounts. The rollout operationalized accounting and finance workflows across Roth Capital Partners' finance organization, standardizing month-end close activities and journal entry controls. Governance incorporated role based access controls and documented reconciliation procedures to ensure consistent accrual posting and balance validation. Training and process documentation aligned controller and staff activities with the Microsoft Dynamics SL configuration.
Roth Capital Partners Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cisco Systems Legacy Cisco Webex Meetings Audio Video and Web Conferencing Collaboration n/a 2017 2017
In 2017, Roth Capital Partners deployed Cisco Webex Meetings on their website. Cisco Webex Meetings serves as the firm level Audio Video and Web Conferencing platform for external investor events and internal collaboration across corporate communications and investor relations functions. The implementation exposes Cisco Webex Meetings through embedded meeting access and public registration flows on the corporate site, with configuration to support browser based joining, HD video, audio bridging, screen sharing, presenter controls, meeting recording and attendee management. Governance focused on access controls and meeting moderation to manage external participant access and to align meeting workflows with existing investor communications processes.
Collaboration Collaboration 2018 2018
Roth Capital Partners Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
BlueMatrix Legacy BlueMatrix Content Management Content Management n/a 2018 2018
In 2018, Roth Capital Partners implemented BlueMatrix for Content Management on their public website. Roth Capital Partners uses BlueMatrix to manage and publish web content, providing a Content Management foundation for the firm website and external document distribution. The BlueMatrix implementation centers on content authoring and digital publishing capabilities commonly associated with Content Management, including template driven pages, document hosting, metadata and search indexing, and editorial publishing workflows. Operational scope is focused on the public website and the marketing and corporate communications functions, with governance established through role based access controls and staged editorial approval to manage content lifecycles and searchable document repositories via BlueMatrix.
Digital Signing Content Management 2022 2022
Roth Capital Partners CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Support CRM 2021 2021
Roth Capital Partners PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2018 2018
Roth Capital Partners IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Roth Capital Partners

First Name Last Name Title Function Department Email Phone
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Show All Contacts

Apps Being Evaluated by Roth Capital Partners Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Roth Capital Partners IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Roth Capital Partners digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Roth Capital Partners Technographics
Roth Capital Partners is a Banking and Financial Services organization based in United States, with around 190 employees and annual revenues of $55.0 million.
Roth Capital Partners operates a diverse technology stack with applications such as Microsoft Dynamics SL, Cisco Webex Meetings and BlueMatrix, covering areas like ERP Financial, Audio Video and Web Conferencing and Content Management.
Roth Capital Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Cisco Systems and BlueMatrix.
Roth Capital Partners recently adopted applications including DocuSign eSignature in 2022, FreshDesk Customer Support in 2021 and Amazon EC2 in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Roth Capital Partners’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Roth Capital Partners’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 Roth Capital Partners technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.