Just In Buyer Insights:

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

Valeo Financial Advisors
Location
10 West Carmel Drive, Suite 400,
Carmel, 46032, IN,
United States
Website
https://www.valeofinancial.com/
Phone
1 888-488-2536
Artw industry
Banking and Financial Services
Employee
Revenue

Valeo Financial Advisors Technographics

Valeo Financial Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Valeo 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 155 Valeo 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 Valeo Financial Advisors has purchased the following applications: reCAPTCHA for Application Security (AppSec) in 2021, JavaScript for Apps Development in 2025, TierPoint Backup for Backup as a Service (BaaS) 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 Valeo Financial Advisors is running and its propensity to invest more and deepen its relationship with Google , Oracle , TierPoint 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 Valeo Financial Advisors revenues, which have grown to $60.0 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 Valeo 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.

Valeo Financial Advisors Data, Technology Stack, and Enterprise Applications
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Google Legacy reCAPTCHA Application Security (AppSec) CyberSecurity n/a 2021 2021
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
Secure Sockets Layer (SSL) CyberSecurity 2019 2019
PaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Oracle Legacy JavaScript Apps Development PaaS n/a 2025 2025
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
TierPoint Legacy TierPoint Backup Backup as a Service (BaaS) IaaS n/a 2018 2018
Cloud Storage IaaS 2011 2011
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2023 2023
Domain Name System (DNS) IaaS 2016 2016
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Collaboration Collaboration 2016 2016
Collaboration Collaboration 2017 2017
Survey and Questionnaire Collaboration 2023 2023
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
CRM CRM 2010 2010
Marketing Automation CRM 2023 2023
Tag Management CRM 2021 2021
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Digital Signing Content Management 2025 2025
Web Content Management Content Management 2011 2011
AI Development
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Generative AI Platforms AI Development 2023 2023
IT Decision Makers and Key Stakeholders at Valeo Financial Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Valeo Financial Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Valeo Financial Advisors Technographics

Valeo Financial Advisors is a Banking and Financial Services organization based in United States, with around 155 employees and annual revenues of $60.0 million.

Valeo Financial Advisors operates a diverse technology stack with applications such as reCAPTCHA, JavaScript and TierPoint Backup, covering areas like Application Security (AppSec), Apps Development and Backup as a Service (BaaS).

Valeo Financial Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, Oracle and TierPoint.

Valeo Financial Advisors recently adopted applications including JavaScript in 2025, Exclaimer Cloud Signatures for Office 365 in 2025 and Microsoft Entra ID (formerly Azure Active Directory) in 2023, highlighting its ongoing modernization strategy.

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

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