AI Buyer Insights:

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

Strahle Legacy Planning Law Offices United States
Location
716 Capitola Avenue, Suite G,
Capitola, 95010, CA,
United States
Website
https://www.santacruzestateplanning.com/
Phone
1 831-621-2165
Artw industry
Professional Services
Employee
Revenue

Strahle Legacy Planning Law Offices United States Technographics

Strahle Legacy Planning Law Offices United States Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Strahle Legacy Planning Law Offices United States has purchased the following applications: Perplexity for Generative AI Platforms in 2024, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, Wealth Docx for Document Management in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Strahle Legacy Planning Law Offices United States is running and its propensity to invest more and deepen its relationship with Perplexity , Google , WealthCounsel 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 Strahle Legacy Planning Law Offices United States 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 Strahle Legacy Planning Law Offices United States 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.

Strahle Legacy Planning Law Offices United States Data, Technology Stack, and Enterprise Applications
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Perplexity Legacy Perplexity Generative AI Platforms AI Development n/a 2024 2024
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2014 2014
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
WealthCounsel Legacy Wealth Docx Document Management Content Management n/a 2019 2019
In 2019, Strahle Legacy Planning Law Offices implemented Wealth Docx to formalize its estate-planning document drafting. The implementation is inferred from the firm’s WealthCounsel membership, and Wealth Docx is used within the firm’s Document Management tooling to produce wills, trusts, and related estate-planning documents for California clients. At the 10-person Capitola, California firm the Wealth Docx deployment centers on document assembly and template management capabilities, including clause libraries and state-specific templates tailored for California estate law. The configuration supports standardized drafting workflows and version control across the firm’s estate planning practice, enabling consistent document structure and attorney review checkpoints. Wealth Docx is described in the context of the firm’s Document Management environment, and its use is explicitly tied to improving plan quality for the firm’s California client base.
Web Content Management Content Management 2014 2014
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2015 2015
Domain Name System (DNS) IaaS 2016 2016
Domain Name System (DNS) IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2014 2014
IT Decision Makers and Key Stakeholders at Strahle Legacy Planning Law Offices United States
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Strahle Legacy Planning Law Offices United States Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Strahle Legacy Planning Law Offices United States Technographics

Strahle Legacy Planning Law Offices United States is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Strahle Legacy Planning Law Offices United States operates a diverse technology stack with applications such as Perplexity, Google Workspace (Formerly Google G-Suite) and Wealth Docx, covering areas like Generative AI Platforms, Collaboration and Document Management.

Strahle Legacy Planning Law Offices United States has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Perplexity, Google and WealthCounsel.

Strahle Legacy Planning Law Offices United States recently adopted applications including Perplexity in 2024, Sentry in 2023 and React in 2021, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Strahle Legacy Planning Law Offices United States’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Strahle Legacy Planning Law Offices United States’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 Strahle Legacy Planning Law Offices United States technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.