Summit Partners
222 Berkeley St 18th floor,
Boston, 2116, MA,
United States
Boston, 2116, MA,
United States
1 617-824-1000
Banking and Financial Services
Summit Partners Technographics
Summit Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Summit Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 225 Summit Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Summit Partners has purchased the following applications: Ruby Live Chat for Chatbots and Conversational AI in 2021, Telerik Sitefinity CMS for Web Content Management in 2014, Hubspot CRM for CRM in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Summit Partners is running and its propensity to invest more and deepen its relationship with Ruby , Progress Software , HubSpot 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 Summit Partners revenues, which have grown to $118.0 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 Summit Partners 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.
Summit Partners Tech Stack and Enterprise Applications
Summit Partners AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Summit Partners deployed Ruby Live Chat on their corporate website. Ruby Live Chat is implemented as a Chatbots and Conversational AI solution to capture and respond to web visitor inquiries, providing real time messaging and conversational automation alongside live agent handoff for client engagement and website support.
The implementation centers on embedding the Ruby Live Chat widget into public site pages, paired with an agent console for staffed responses, templated replies for common inquiries, and visitor presence signals for proactive engagement. Operational scope is website focused, supporting front line digital engagement and inquiry triage, with governance organized around chat routing, scripted response workflows, and agent coverage to ensure consistent handling of investor and client questions.
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Summit Partners Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Progress Software | Legacy | Telerik Sitefinity CMS | Web Content Management | Content Management | n/a | 2014 | 2014 |
In 2014 Summit Partners implemented Telerik Sitefinity CMS to manage its corporate website and external content presence. The deployment used Telerik Sitefinity CMS as the Web Content Management platform to centralize public site content, campaign landing pages, and investor communications for the firm, enabling marketing and communications teams to author and publish web content through role based publishing workflows.
Configuration work focused on content modeling, reusable page templates, digital asset management, and taxonomy to standardize layouts and component reuse across site sections. Governance instituted role based permissions, editorial approval chains, content versioning, and scheduled publishing to support calendar driven updates, with the implementation scoped to the public website and content operations rather than named backend systems.
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Summit Partners CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2021 | 2021 |
In 2021, Summit Partners implemented Hubspot CRM. The deployment leverages Hubspot CRM as a cloud SaaS instance embedded on the company website to capture inbound inquiries and website forms, centralizing contact and company records. The implementation emphasizes CRM capabilities including contact management, deal pipeline configuration, marketing forms and email tracking, and activity logging to support sales and marketing workflows.
Data captured from website interactions is routed into the central Hubspot CRM instance and assigned through automated lead routing and workflow rules, providing a single source of truth for the firm’s business development and sales teams in the United States. Governance is applied via centralized admin controls, standardized form capture and field mappings, and role based access to enforce data quality and consistent lead handling across departments.
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Summit Partners TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Summit Partners 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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SD-WAN | IaaS |
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2016 | 2017 |
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Summit Partners 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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2014 | 2014 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Summit Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director Technology Growth Equity Investor | Director | Operations | |
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Technology Investor Manager | Manager | Operations | |
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Investment Professional | Non Manager | Operations | |
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Technology Investor | Manager | Operations | |
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Apps Being Evaluated by Summit Partners Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Summit Partners IT executives and key decision makers. This section highlights Summit Partners's latest recorded technology evaluations, including AssetWise ALIM for Asset Performance Management on 2024-12-29. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Summit Partners digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2024-12-29 | Summit Partners | Evaluated | Bentley Systems | AssetWise ALIM | Asset Performance Management | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Summit Partners Technographics
Summit Partners is a Banking and Financial Services organization based in United States,
with around 225 employees and annual revenues of $118.0 million.
Summit Partners operates a diverse technology stack with applications such as
Ruby Live Chat, Telerik Sitefinity CMS and Hubspot CRM,
covering areas like Chatbots and Conversational AI, Web Content Management and CRM.
Summit Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Ruby, Progress Software and HubSpot.
Summit Partners recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and Ruby Live Chat in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Summit Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Summit Partners’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 Summit Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.