AI Buyer Insights:

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● 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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● 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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

Swaine & Leidel Wealth Services
Location
145 West Center Avenue,
Sebring, 33870, FL,
United States
Website
https://www.swaineandleidel.com/
Phone
1 863-385-1101
Artw industry
Banking and Financial Services
Employee
Revenue

Swaine & Leidel Wealth Services Technographics

Swaine & Leidel Wealth Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

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

During our research, we have identified that Swaine & Leidel Wealth Services has purchased the following applications: Microsoft 365 for Collaboration in 2017, WordPress for Web Content Management in 2013, CallRail Call Tracking for Call Tracking and Recording 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 Swaine & Leidel Wealth Services is running and its propensity to invest more and deepen its relationship with Microsoft , Automattic , CallRail 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 Swaine & Leidel Wealth Services 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 Swaine & Leidel Wealth Services 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.

Swaine & Leidel Wealth Services Tech Stack and Enterprise Applications

Swaine & Leidel Wealth Services Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2017 2017
Swaine & Leidel Wealth Services Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2013 2013
Swaine & Leidel Wealth Services CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CallRail Legacy CallRail Call Tracking Call Tracking and Recording CRM n/a 2019 2019
Digital Advertising Platform CRM 2019 2019
Digital Advertising Platform CRM 2021 2021
Tag Management CRM 2019 2019
Swaine & Leidel Wealth Services IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2023 2023
Domain Name System (DNS) IaaS 2017 2017
Domain Name System (DNS) IaaS 2025 2025
Swaine & Leidel Wealth Services CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at Swaine & Leidel Wealth Services

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Swaine & Leidel Wealth Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Swaine & Leidel Wealth Services IT executives and key decision makers. This section highlights Swaine & Leidel Wealth Services's latest recorded technology evaluations, including Microsoft 365 for Collaboration on 2026-02-05. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Swaine & Leidel Wealth Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-02-05 Swaine & Leidel Wealth Services Evaluated Microsoft Microsoft 365 Collaboration Collaboration
FAQ - APPS RUN THE WORLD Swaine & Leidel Wealth Services Technographics
Swaine & Leidel Wealth Services is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Swaine & Leidel Wealth Services operates a diverse technology stack with applications such as Microsoft 365, WordPress and CallRail Call Tracking, covering areas like Collaboration, Web Content Management and Call Tracking and Recording.
Swaine & Leidel Wealth Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, Automattic and CallRail.
Swaine & Leidel Wealth Services recently adopted applications including GoDaddy DNS in 2025, Cloudflare CDN in 2023 and Cloudflare SSL in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Swaine & Leidel Wealth Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Swaine & Leidel Wealth Services’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 Swaine & Leidel Wealth Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.