Silvercrest Asset Management
1330 Avenue of the Americas,
New York, 10019, NY,
United States
New York, 10019, NY,
United States
1 212-309-7549
Banking and Financial Services
Silvercrest Asset Management Technographics
Silvercrest Asset Management Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Silvercrest Asset Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 146 Silvercrest Asset 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 Silvercrest Asset Management has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, DocuSign eSignature for Digital Signing in 2021, Hotjar for Customer Experience 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 Silvercrest Asset Management is running and its propensity to invest more and deepen its relationship with Cisco Systems , Zoom Video Communications , CodeTwo 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 Silvercrest Asset Management revenues, which have grown to $132.0 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 Silvercrest Asset 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.
Silvercrest Asset Management Tech Stack and Enterprise Applications
Silvercrest Asset Management 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 | 2018 | 2018 |
In 2018, Silvercrest Asset Management implemented Cisco Webex Meetings and exposed Cisco Webex Meetings on its corporate website to support web based client access. The deployment is categorized as Audio Video and Web Conferencing and centers on delivering browser based and native meeting join flows directly from public and authenticated pages. This approach positions the application as the primary web channel for scheduled client engagements and ad hoc virtual sessions.
Configuration focused on standard Cisco Webex Meetings capabilities, including audio and video conferencing, screen sharing, meeting scheduling and join workflows, participant controls, and cloud recording. Cisco Webex Meetings was configured to support browser joins and native app connections, preserving meeting feature parity across desktop and mobile endpoints. Settings were managed to enforce meeting controls and access policies consistent with audio and video conferencing operational needs.
Operational governance is handled through Webex administrative controls, with configuration and user provisioning aligned to corporate website publishing and client meeting workflows. The scope of use is centered on client facing meeting flows on the Silvercrest website while also supporting internal collaboration when accessed through the same meeting infrastructure. The implementation emphasizes embedding the Audio Video and Web Conferencing experience into customer interaction points on the corporate web presence.
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Silvercrest Asset Management 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 |
In 2021 Silvercrest Asset Management deployed DocuSign eSignature as a Digital Signing capability on its public website. The implementation embeds DocuSign eSignature to capture electronic signatures for client facing forms and documents made available through the site, providing a web channel for legally binding signature capture and audit trail generation.
Configuration emphasis centers on eSignature workflows, embedded signing flows, email notifications and tamper evident audit records provided by DocuSign eSignature. Operational coverage is focused on client onboarding and document signing activities initiated via the website, affecting client services, legal and compliance workflows, while governance is organized around document retention, audit log review and role based access to signing records.
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Silvercrest Asset Management CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Contentsquare | Legacy | Hotjar | Customer Experience | CRM | n/a | 2020 | 2020 |
In 2020 Silvercrest Asset Management deployed Hotjar on its public website to capture web user behavior and support site-driven Customer Experience initiatives. Hotjar, the application name Hotjar, was embedded as a client-side script to provide session replay, heatmaps, and on-page feedback tools consistent with Customer Experience functionality, enabling qualitative and behavioral instrumentation of digital touchpoints.
The implementation scope centered on the corporate website and adjacent digital channels, with primary business functions in digital marketing, product, and user experience using Hotjar data for behavioral analysis and qualitative research. Configuration and governance work focused on web tagging, session capture settings, sampling controls, and access governance consistent with Customer Experience deployment patterns in financial services, while integrations with other analytics or backend systems were not detailed in the source.
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Silvercrest Asset Management TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Risk Management | TRM |
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2014 | 2014 |
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Silvercrest Asset Management 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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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Silvercrest Asset Management 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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2017 | 2017 |
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IT Decision Makers and Key Stakeholders at Silvercrest Asset Management
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Silvercrest Asset Management Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Silvercrest Asset Management IT executives and key decision makers. This section highlights Silvercrest Asset Management's latest recorded technology evaluations, including SS&C Advent Portfolio Exchange for Portfolio and Investment Management on 2025-06-18. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Silvercrest Asset Management digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-06-18 | Silvercrest Asset Management | Evaluated | SS&C Technologies | SS&C Advent Portfolio Exchange | Portfolio and Investment Management | Investment Management |
FAQ - APPS RUN THE WORLD Silvercrest Asset Management Technographics
Silvercrest Asset Management is a Banking and Financial Services organization based in United States,
with around 146 employees and annual revenues of $132.0 million.
Silvercrest Asset Management operates a diverse technology stack with applications such as
Cisco Webex Meetings, DocuSign eSignature and Hotjar,
covering areas like Audio Video and Web Conferencing, Digital Signing and Customer Experience.
Silvercrest Asset Management has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, DocuSign and Contentsquare.
Silvercrest Asset Management recently adopted applications including
CodeTwo Email Signatures in 2021, DocuSign eSignature in 2021 and Fastly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Silvercrest Asset Management’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Silvercrest Asset Management’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 Silvercrest Asset Management technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.