AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Silver Oak Advisors Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Avalara Legacy Avalara Property Tax Tax Management ERP Financial Management n/a 2023 2023
In 2023 Silver Oak Advisors implemented Avalara Property Tax as part of its Tax Management tooling to support client engagements in its finance and tax practice in the United States. Avalara Property Tax was adopted as one of the first professional-services deployments of the solution, with the stated objective of reducing administrative burden while increasing accuracy and reporting for client work. The implementation centers on automation of tangible personal property renditions, assessment tracking, appeals workflow automation, and multi-location compliance processes. Avalara Property Tax is used to generate and standardize rendition filings, consolidate compliance records across locations, and produce consistent reporting outputs for client deliverables, aligning operational tasks with the firm’s small team structure. Operational coverage is scoped to Silver Oak Advisors’ finance and tax practice and to client work across the United States. Governance emphasis in the rollout focused on embedding Avalara Property Tax into existing engagement workflows and reporting processes to streamline administrative tasks and improve the accuracy of tax reporting as stated in the vendor announcement.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2017 2017
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2017 2017
Content Delivery Network IaaS 2023 2023
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2014 2014
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Silver Oak Advisors
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Silver Oak Advisors Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Silver Oak Advisors Technographics

Silver Oak Advisors is a Professional Services organization based in United States, with around 10 employees and annual revenues of $3.0 million.

Silver Oak Advisors operates a diverse technology stack with applications such as Avalara Property Tax, Google Workspace (Formerly Google G-Suite) and WordPress, covering areas like Tax Management, Collaboration and Web Content Management.

Silver Oak Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Avalara, Google and Automattic.

Silver Oak Advisors recently adopted applications including Avalara Property Tax in 2023, Kinsta in 2023 and Cloudflare CDN in 2023, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Silver Oak Advisors’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 Silver Oak Advisors technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.