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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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Transformational Advisory Group
Location
319 1st Ave South,
Seattle, 98104, WA,
United States
Website
https://www.transformationaladvisory.com/
Phone
1 206-736-7211
Artw industry
Banking and Financial Services
Employee
Revenue

Transformational Advisory Group Technographics

Transformational Advisory Group Software Purchases and Digital Transformation Initiatives

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

During our research, we have identified that Transformational Advisory Group has purchased the following applications: YCharts Platform for Investment Research and Market Intelligence in 2019, GoDaddy for Application Hosting and Computing Services in 2021, Proofpoint Email Security and Protection for Secure Email Gateways (SEGs) 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 Transformational Advisory Group is running and its propensity to invest more and deepen its relationship with YCharts , eMoney Advisor , GoDaddy 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 Transformational Advisory Group 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 Transformational Advisory Group 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.

Transformational Advisory Group Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
YCharts Legacy YCharts Platform Investment Research and Market Intelligence Investment Management n/a 2019 2019
In 2019 Transformational Advisory Group implemented YCharts Platform as its core investment research and portfolio communication platform. The YCharts Platform was deployed to centralize portfolio analysis, interactive dashboards, and client-facing visuals for the firm, supporting finance and portfolio management operations in the United States under the Investment Research and Market Intelligence category. Implementation included configuration of portfolio analytics and dashboard modules and an Orion integration to synchronize holdings and performance into client reports and meeting materials. The rollout emphasized standardizing research workflows and client meeting deliverables from the firm early stages, helping the firm achieve approximately 8x AUM growth from about $95M to $830M while supporting rapid scale and M&A activity.
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2021 2021
Domain Name System (DNS) IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Proofpoint Legacy Proofpoint Email Security and Protection Secure Email Gateways (SEGs) CyberSecurity n/a 2021 2021
Secure Sockets Layer (SSL) CyberSecurity 2021 2021
Secure Sockets Layer (SSL) CyberSecurity 2021 2021
IT Decision Makers and Key Stakeholders at Transformational Advisory Group
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Transformational Advisory Group Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Transformational Advisory Group Technographics

Transformational Advisory Group is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Transformational Advisory Group operates a diverse technology stack with applications such as YCharts Platform, GoDaddy and Proofpoint Email Security and Protection, covering areas like Investment Research and Market Intelligence, Application Hosting and Computing Services and Secure Email Gateways (SEGs).

Transformational Advisory Group has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as YCharts, GoDaddy and Proofpoint.

Transformational Advisory Group recently adopted applications including eMoney Advisor in 2022, GoDaddy in 2021 and Rackspace Cloud in 2021, highlighting its ongoing modernization strategy.

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

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