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United Capital Financial Advisors

125 E John W Carpenter Fwy, Suite 1200,
Irving, 75062, TX,
United States

https://www.unitedcapitalwealth.com/

1 800-796-3315

Banking and Financial Services

United Capital Financial Advisors Technographics

United Capital Financial Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by United Capital Financial Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 300 United Capital Financial Advisors 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 Capital Financial Advisors has purchased the following applications: Alteryx One Platform for Analytics and BI in 2020, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2023, Zoom for Audio Video and Web Conferencing in 2024 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 Capital Financial Advisors is running and its propensity to invest more and deepen its relationship with Alteryx , Microsoft , Zoom Video Communications 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 Capital Financial Advisors revenues, which have grown to $35.0 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 Capital Financial Advisors 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 Capital Financial Advisors Data, Technology Stack, and Enterprise Applications

Analytics and BI

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
Alteryx	Legacy	Alteryx One Platform	Analytics and BI	Analytics and BI	n/a	2020	2020

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
Microsoft	Legacy	Microsoft Azure Cloud Services	Application Hosting and Computing Services	IaaS	n/a	2023	2023
			Content Delivery Network	IaaS		2024	2024

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
Zoom Video Communications	Legacy	Zoom	Audio Video and Web Conferencing	Collaboration	n/a	2024	2024
			Collaboration	Collaboration		2023	2023

TRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Critical Event Management	TRM		2024	2024

Content Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Digital Signing	Content Management		2024	2024
			Web Content Management	Content Management		2023	2023

eCommerce

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			eCommerce	eCommerce		2023	2023

ERP Financial Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			ERP Financial	ERP Financial Management		2012	2012

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Identity and Access Management (IAM)	CyberSecurity		2024	2024
			Secure Email Gateways (SEGs)	CyberSecurity		2024	2024

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			IT Service Management	ITSM		2023	2023
			Remote Monitoring and Management	ITSM		2024	2024

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Marketing Automation	CRM		2023	2023
			Marketing Automation	CRM		2023	2023
			Sales Automation, CRM, Sales Engagement	CRM		2017	2017
			Tag Management	CRM		2023	2023

Investment Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Portfolio and Investment Management	Investment Management		2020	2020
			Portfolio and Investment Management	Investment Management		2017	2017
			Portfolio and Investment Performance and Planning	Investment Management		2017	2017

PPM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Project Portfolio Management	PPM		2024	2024

PaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Transactional Email	PaaS		2023	2023

IT Decision Makers and Key Stakeholders at United Capital Financial Advisors

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by United Capital Financial Advisors Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD United Capital Financial Advisors Technographics

United Capital Financial Advisors is a Banking and Financial Services organization based in United States, with around 300 employees and annual revenues of $35.0 million.

United Capital Financial Advisors operates a diverse technology stack with applications such as Alteryx One Platform, Microsoft Azure Cloud Services and Zoom, covering areas like Analytics and BI, Application Hosting and Computing Services and Audio Video and Web Conferencing.

United Capital Financial Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Alteryx, Microsoft and Zoom Video Communications.

United Capital Financial Advisors recently adopted applications including Cloudflare CDN in 2024, Zoom in 2024 and Everbridge Critical Event Management in 2024, highlighting its ongoing modernization strategy.

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

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