AI Buyer Insights:

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Sage Private Wealth Group
Location
18W140 Butterfield Rd Ste 1160,
Villa Park, 60181-4846, IL,
United States
Website
https://www.sageprivatewealth.com/
Phone
1 630-933-0000
Artw industry
Professional Services
Employee
Revenue

Sage Private Wealth Group Technographics

Sage Private Wealth Group Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Sage Private Wealth Group has purchased the following applications: Microsoft 365 for Collaboration in 2020, Sitecore CMS for Web Content Management in 2020, Oracle Marketing Cloud (Eloqua) for Marketing Automation 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 Sage Private Wealth Group is running and its propensity to invest more and deepen its relationship with Microsoft , Calendly , Sitecore 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 Sage Private Wealth Group 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 Sage Private Wealth Group 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.

Sage Private Wealth Group Tech Stack and Enterprise Applications

Sage Private Wealth Group Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Online Meeting Scheduling Collaboration 2020 2020
Sage Private Wealth Group Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Sitecore Legacy Sitecore CMS Web Content Management Content Management n/a 2020 2020
Sage Private Wealth Group CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Marketing Cloud (Eloqua) Marketing Automation CRM n/a 2020 2020
Tag Management CRM 2020 2020
Sage Private Wealth Group Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Asset and Wealth Management Investment Management 2021 2021
Sage Private Wealth Group PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2022 2022
Sage Private Wealth Group IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2022 2022
Cloud Storage IaaS 2022 2022
Sage Private Wealth Group 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 Sage Private Wealth Group

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Sage Private Wealth Group Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sage Private Wealth Group IT executives and key decision makers. This section highlights Sage Private Wealth Group's latest recorded technology evaluations, including Sage XRT for Treasury Management on 2026-05-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sage Private Wealth Group digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-05-24 Sage Private Wealth Group Evaluated Sage Sage XRT Treasury Management TRM
FAQ - APPS RUN THE WORLD Sage Private Wealth Group Technographics
Sage Private Wealth Group is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Sage Private Wealth Group operates a diverse technology stack with applications such as Microsoft 365, Sitecore CMS and Oracle Marketing Cloud (Eloqua), covering areas like Collaboration, Web Content Management and Marketing Automation.
Sage Private Wealth Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Sitecore and Oracle.
Sage Private Wealth Group recently adopted applications including Elastic Email API in 2022, Choopa in 2022 and Amazon S3 in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Sage Private Wealth Group’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Sage Private Wealth Group’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 Sage Private Wealth Group technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.