Irving, 75062, TX,
United States
United Capital Financial Advisors Technographics
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 Analytics Cloud 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.
Analytics and BI
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Alteryx | Legacy | Alteryx Analytics Cloud | Analytics and BI | Analytics and BI | n/a | 2020 | 2020 |
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 | 2023 | 2023 |
 Subscribe |
Subscribe |
Subscribe |
Content Delivery Network | IaaS |
Subscribe |
2024 | 2024 |
Collaboration
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2024 | 2024 |
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Subscribe |
Subscribe |
Subscribe |
Collaboration | Collaboration |
Subscribe |
2023 | 2023 |
TRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Critical Event Management | TRM |
Subscribe |
2024 | 2024 |
Content Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Digital Signing | Content Management |
Subscribe |
2024 | 2024 |
|
Subscribe |
Subscribe |
Subscribe |
Web Content Management | Content Management |
Subscribe |
2023 | 2023 |
ERP Financial Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
ERP Financial | ERP Financial Management |
Subscribe |
2012 | 2012 |
CyberSecurity
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Identity and Access Management (IAM) | CyberSecurity |
Subscribe |
2024 | 2024 |
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Subscribe |
Subscribe |
Subscribe |
Secure Email Gateways (SEGs) | CyberSecurity |
Subscribe |
2024 | 2024 |
ITSM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
IT Service Management | ITSM |
Subscribe |
2023 | 2023 |
|
Subscribe |
Subscribe |
Subscribe |
Remote Monitoring and Management | ITSM |
Subscribe |
2024 | 2024 |
CRM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Marketing Automation | CRM |
Subscribe |
2023 | 2023 |
|
Subscribe |
Subscribe |
Subscribe |
Marketing Automation | CRM |
Subscribe |
2023 | 2023 |
|
Subscribe |
Subscribe |
Subscribe |
Sales Automation, CRM, Sales Engagement | CRM |
Subscribe |
2017 | 2017 |
|
Subscribe |
Subscribe |
Subscribe |
Tag Management | CRM |
Subscribe |
2023 | 2023 |
Investment Management
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Portfolio and Investment Management | Investment Management |
Subscribe |
2020 | 2020 |
|
Subscribe |
Subscribe |
Subscribe |
Portfolio and Investment Management | Investment Management |
Subscribe |
2017 | 2017 |
|
Subscribe |
Subscribe |
Subscribe |
Portfolio and Investment Performance and Planning | Investment Management |
Subscribe |
2017 | 2017 |
PPM
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Project Portfolio Management | PPM |
Subscribe |
2024 | 2024 |
PaaS
Vendor |
Old Product |
New Product |
Category |
Market |
VAR/SI |
When |
Live |
|---|---|---|---|---|---|---|---|
|
Subscribe |
Subscribe |
Subscribe |
Transactional Email | PaaS |
Subscribe |
2023 | 2023 |
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||