Rothschild & Co
23Bis Avenue de Messine,
Paris, 75008,
France
Paris, 75008,
France
33 1 40 74 43 66
Banking and Financial Services
Rothschild & Co Technographics
Rothschild & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rothschild & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4600 Rothschild & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rothschild & Co has purchased the following applications: Esker Accounts Payable for AP Automation in 2022, Workday Absence Management for Absence and Leave Management in 2017, Avaloq Core for Core Banking in 2011 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rothschild & Co is running and its propensity to invest more and deepen its relationship with Esker SA , IgniteTech , SAP 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 Rothschild & Co revenues, which have grown to $3.10 billion 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 Rothschild & Co 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.
Rothschild & Co Tech Stack and Enterprise Applications
Rothschild & Co ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Esker SA | Legacy | Esker Accounts Payable | AP Automation | ERP | n/a | 2022 | 2022 |
Rothschild & Co selected and deployed Esker Accounts Payable in 2022 to replace a legacy accounts payable system, adopting an AP Automation solution to centralize invoice processing for training and event spend. The deployment focused at the Learning & Development department level, with Esker used to process invoices from training vendors, manage allocation and evidence of training funds, and oversee departmental budget spending across domestic and foreign offices. Workday is used in parallel to create training programmes, and Esker is operated alongside Workday to support invoice-driven budget control and monthly reporting for the L&D function. The implementation standardizes invoice capture and approval workflows for training-related spend and supports operational administration of events, vendor payments, and departmental expense reporting.
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ERP Financial | ERP |
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2000 | 2000 |
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ERP Financial | ERP |
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2023 | 2025 |
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Expense Management | ERP |
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2016 | 2016 |
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Rothschild & Co HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | Kainos | 2017 | 2018 |
In 2017, Rothschild & Co implemented Workday Absence Management. The deployment of Workday Absence Management was executed as a location-by-location rollout and forms part of the company’s Absence and Leave Management capabilities, with initial coverage in Australia, North America, the United Kingdom, Guernsey and Switzerland and further countries to be considered in due course.
The implementation focused on standardized absence tracking, configurable leave entitlements and manager approval workflows while preserving local legal parameterization. In France and Monaco the configuration includes detailed recording of maternity and paternity leave, additional leave, breastfeeding leave, absences for working accident and sick leave, reflecting country specific statutory and policy requirements.
Architecturally the Workday Absence Management deployment is layered on the group-wide HR system to provide global consistency for core HR processes, with country level parameterization to accommodate differing working hours and statutory rules. Kainos acted as the implementation partner for configuration and localization, supporting staged rollouts and country specific setups, and the solution sits alongside local HR and line management processes rather than replacing centrally managed governance.
Governance maintains local ownership for day-to-day monitoring, with working hours managed and monitored by local management and HR teams and absenteeism actively monitored by line managers and local offices. The group-wide HR system provides operational consistency across HR processes, and the Group retains its commitment to minimising compulsory redundancies and operating responsible redundancy procedures and mitigation measures.
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Candidate Relationship Management | HCM |
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2024 | 2024 |
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Compensation Management | HCM |
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2017 | 2018 |
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Core HR | HCM |
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2016 | 2017 |
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Learning and Development | HCM |
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2017 | 2018 |
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Learning and Development | HCM |
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2021 | 2021 |
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Payroll | HCM |
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2019 | 2020 |
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Performance and Goal Management | HCM |
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2017 | 2018 |
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Recruiting, Applicant Tracking System | HCM |
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2017 | 2017 |
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Succession and Leadership Planning | HCM |
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2017 | 2017 |
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Time and Attendance | HCM |
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2017 | 2018 |
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Rothschild & Co ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avaloq | Legacy | Avaloq Core | Core Banking | ERP Services and Operations | Avaloq Sourcing | 2011 | 2012 |
In 2011, Rothschild & Co implemented Avaloq Core, a Core Banking application, with implementation services provided by Avaloq Sourcing. The effort targeted wealth management and custody accounting capabilities for Rothschild & Co Wealth Management UK Limited and related client reporting workflows across the Group.
Avaloq Core was configured to support custody accounting, portfolio valuation and client reporting modules, and to serve as the authoritative ledger and valuation source for client portfolios. The deployment enabled generation of quarterly portfolio valuations and historic valuation extraction, with historic valuations available from 1 June 2012 when Rothschild & Co moved to Avaloq. Client-facing functionality was integrated with Rothschild & Co eAccess to deliver online account access, valuations as at close of the previous working day and a secure document safe containing statements, contract notes and tax documents.
Custody and settlement workflows were modelled to reflect Group custody arrangements, client assets being custodied with Rothschild & Co Bank International Limited at St Julian’s Court St Julian’s Avenue St Peter Port Guernsey GY1 3BP, with Rothschild & Co Bank AG appointed as sub-custodian under separate agreements. The custodial chain additionally relies on market agents including BBH, HSBC, SIS and Clearstream for local market holdings, with provider selection performed on a case by case basis following due diligence and service level agreement negotiation.
Operational governance was formalized alongside the system, with a Counterparty Committee reviewing counterparties every six months. The committee, comprising the Head of Investment Platform, senior investment management representatives, the Head of Dealing and Risk and Compliance representatives, assesses creditworthiness, market reputation and ongoing performance, and separately reviews credit exposures to OTC counterparties. Monthly compliance monitoring of best execution and Avaloq-driven reporting feed into these governance routines.
Cash management and client money handling are defined in legal entity terms, cash being held by Rothschild & Co Bank International Limited as banker and may be placed on a pooled basis unless clients expressly prohibit specific investments. Client reporting outcomes explicitly supported by the Avaloq Core implementation include quarterly valuations, the ability to generate historic valuations from 1 June 2012 onwards and online portfolio access through Rothschild & Co eAccess.
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Travel Management | ERP Services and Operations |
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2020 | 2020 |
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Rothschild & Co Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2022 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Event Management | Collaboration |
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2018 | 2018 |
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PBX, VoiP and Phone Systems | Collaboration |
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2021 | 2022 |
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Rothschild & Co Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2020 | 2020 |
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Rothschild & Co CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2017 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Rothschild & Co EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2010 | 2011 |
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Rothschild & Co ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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IT Service Management | ITSM |
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2021 | 2022 |
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Rothschild & Co Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Asset and Wealth Management | Investment Management |
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2017 | 2017 |
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Asset and Wealth Management | Investment Management |
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2018 | 2019 |
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Asset and Wealth Management | Investment Management |
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2019 | 2021 |
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Portfolio and Investment Risk Management | Investment Management |
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2010 | 2010 |
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Rothschild & Co TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2023 | 2023 |
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Risk Management | TRM |
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2023 | 2023 |
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Rothschild & Co PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2017 | 2018 |
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Rothschild & Co 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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Rothschild & Co CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Endpoint Detection and Response (EDR), Cloud Access Security Brokers (CASB) | CyberSecurity |
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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2018 | 2018 |
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Security Orchestration, Automation, and Response (SOAR) | CyberSecurity |
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2022 | 2022 |
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Rothschild & Co Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Rothschild & Co
| First Name | Last Name | Title | Function | Department | Phone | |
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Client Service Officer | Manager | Customer Service | |
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Head of Client Service | Director | Customer Service | |
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Head of Project Management | Director | Finance | |
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HR Director Global Advisory Division | Director | HR | |
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Recruiter | Manager | HR | |
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HR Officer | Manager | HR | |
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Responsable RH - Assistant Director | Director | Finance | |
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Global Partner & Head of Technology | Director | IT | |
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Vice President, Technology Investment Banking | VP | Operations | |
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Director - Rothschild & Co - European Tech | Director | Operations | |
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Apps Being Evaluated by Rothschild & Co Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Rothschild & Co IT executives and key decision makers. This section highlights Rothschild & Co's latest recorded technology evaluations, including Amazon CloudFront for Content Delivery Network on 2026-03-05, CMG CMOST for Mesh Generation and Analysis on 2026-03-04, and LSEG Refinitiv World Check for AML, Fraud and Compliance on 2026-03-02. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Rothschild & Co digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| 2026-03-05 | Rothschild & Co | Evaluated | Amazon Web Services (AWS) | Amazon CloudFront | Content Delivery Network | IaaS |
| 2026-03-04 | Rothschild & Co | Evaluated | Computer Modeling Group | CMG CMOST | Mesh Generation and Analysis | PLM and Engineering |
| 2026-03-02 | Rothschild & Co | Evaluated | London Stock Exchange Group | LSEG Refinitiv World Check | AML, Fraud and Compliance | TRM |
| 2026-01-17 | Rothschild & Co | Evaluated |
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Shipping Management | eCommerce |
| 2026-01-17 | Rothschild & Co | Evaluated |
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Shipping Management | eCommerce |
| 2025-11-12 | Rothschild & Co | Evaluated |
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ERP Financial | ERP |
| 2025-08-04 | Rothschild & Co | Evaluated |
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Document Management | Content Management |
| 2025-07-22 | Rothschild & Co | Evaluated |
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ETRM | TRM |
| 2025-07-22 | Rothschild & Co | Evaluated |
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Risk Management | TRM |
| 2025-07-22 | Rothschild & Co | Evaluated |
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Environment, Health and Safety (EHS) | HCM |
FAQ - APPS RUN THE WORLD Rothschild & Co Technographics
Rothschild & Co is a Banking and Financial Services organization based in France,
with around 4600 employees and annual revenues of $3.10 billion.
Rothschild & Co operates a diverse technology stack with applications such as
Esker Accounts Payable, Workday Absence Management and Avaloq Core,
covering areas like AP Automation, Absence and Leave Management and Core Banking.
Rothschild & Co has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Esker SA, Workday and Avaloq.
Rothschild & Co recently adopted applications including
Oleeo Engage in 2024, SAP S/4 HANA in 2023 and Moodys RiskAuthority in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Rothschild & Co’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Rothschild & Co’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 Rothschild & Co technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.