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Toth Financial Advisory
Location
608 S King St,
Leesburg, 20175, VA,
United States
Website
https://www.tothfinancial.com/
Phone
1 703-443-8684
Artw industry
Banking and Financial Services
Employee
Revenue

Toth Financial Advisory Technographics

Toth Financial Advisory Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Toth Financial Advisory and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Toth Financial Advisory employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Toth Financial Advisory has purchased the following applications: Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2014, Microsoft 365 for Collaboration in 2015, Envestnet Tamarac for Portfolio and Investment Management in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Toth Financial Advisory is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Cloudflare 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 Toth Financial Advisory revenues, which have grown to $2.0 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 Toth Financial Advisory 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.

Toth Financial Advisory Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft Azure Cloud Services Application Hosting and Computing Services IaaS n/a 2014 2014
Content Delivery Network IaaS 2023 2023
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Collaboration Collaboration 2022 2022
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Envestnet Legacy Envestnet Tamarac Portfolio and Investment Management Investment Management n/a 2018 2018
Trade Order Management System (TOMS) Investment Management 2017 2017
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Secure Email Gateways (SEGs), Archive as a Service (AaaS) CyberSecurity 2023 2023
Secure Web Gateways (SWG) CyberSecurity 2019 2019
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Tag Management CRM 2022 2022
IT Decision Makers and Key Stakeholders at Toth Financial Advisory
First Name Last Name Title Function Department Email Phone
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Show All Contacts
Apps Being Evaluated by Toth Financial Advisory Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Toth Financial Advisory Technographics

Toth Financial Advisory is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.

Toth Financial Advisory operates a diverse technology stack with applications such as Microsoft Azure Cloud Services, Microsoft 365 and Envestnet Tamarac, covering areas like Application Hosting and Computing Services, Collaboration and Portfolio and Investment Management.

Toth Financial Advisory has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and Envestnet.

Toth Financial Advisory recently adopted applications including Cloudflare CDN in 2023, AppRiver Secure Cloud in 2023 and Slack Connect in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Toth Financial Advisory’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 Toth Financial Advisory technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.