United Advisors America
Location
290 S Preston Rd Suite 220,
Prosper, 75078, TX,
United States
Website
https://www.unitedadvisors.com/
Phone
1 877-443-0610
Artw industry
Banking and Financial Services
Employee
Revenue

United Advisors America Technographics

United Advisors America Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by United Advisors America and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 25 United Advisors America employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that United Advisors America has purchased the following applications: Morningstar Advisor Workstation for Investment Research and Market Intelligence in 2022 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems United Advisors America is running and its propensity to invest more and deepen its relationship with Morningstar 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 United Advisors America revenues, which have grown to $3.0 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 United Advisors America 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.

United Advisors America Data, Technology Stack, and Enterprise Applications
Investment Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Morningstar Legacy Morningstar Advisor Workstation Investment Research and Market Intelligence Investment Management n/a 2022 2022
IT Decision Makers and Key Stakeholders at United Advisors America
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by United Advisors America Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD United Advisors America Technographics

United Advisors America is a Banking and Financial Services organization based in United States, with around 25 employees and annual revenues of $3.0 million.

United Advisors America operates a diverse technology stack with applications such as Morningstar Advisor Workstation, covering areas like Investment Research and Market Intelligence.

United Advisors America has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Morningstar.

United Advisors America recently adopted applications including Morningstar Advisor Workstation in 2022, highlighting its ongoing modernization strategy.

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

Our research team continuously updates United Advisors America’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 United Advisors America technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.