Addison, 75001, TX,
United States
Venturity Financial Partners Technographics
Venturity Financial Partners Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Venturity Financial Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Venturity Financial Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Venturity Financial Partners has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Microsoft 365 for Collaboration 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 Venturity Financial Partners is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft 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 Venturity Financial Partners revenues, which have grown to $5.0 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 Venturity Financial Partners 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.
Venturity Financial Partners Tech Stack and Enterprise Applications
Venturity Financial Partners ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011 Venturity Financial Partners implemented Intuit Quickbooks Enterprise as its ERP Financial platform. The deployment established a single accounting instance supporting the firm and its portfolio companies, with staff accountants preparing monthly and quarterly financials for entities valued at least $500,000.
Configuration emphasized core ERP Financial capabilities, including the general ledger, accounts payable and accounts receivable workflows, bank reconciliation, journal entry processing, and consolidated financial reporting. Intuit Quickbooks Enterprise was configured to automate month end close tasks and to produce the trial balances and financial statements used in internal reviews and reporting.
Operational scope covered corporate finance and staff accounting functions, with month end governance formalized through recurring financial summits where reconciliations and journal entries were reviewed and approved. The implementation drew on existing team experience with AS400, Great Plains, QuickBooks, and Yardi to standardize the chart of accounts and reporting templates, aligning accounting operations with the firm’s reporting cadence.
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Venturity Financial Partners Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Venturity Financial Partners deployed Microsoft 365 as its Collaboration platform. Venturity Financial Partners uses Microsoft 365 for Collaboration to support internal collaboration and communications across the firm. The deployment was provisioned as a cloud first Microsoft 365 subscription sized for a roughly 50 employee financial services firm and operated as a company wide collaboration fabric across finance, client services, and operations. The company lists Microsoft 365 on its website as the collaboration software in use.
Configuration emphasized standard Collaboration modules within Microsoft 365 such as Exchange Online for email, SharePoint Online for intranet and document management, Microsoft Teams for messaging and meetings, and OneDrive for personal file sync, with role and group based access controls and mailbox and document sharing policies. Operational coverage focused on day to day communications, document version control, secure file sharing, and meeting orchestration to support internal teams and client facing document workflows. Governance centered on centralized user provisioning, permission management, and retention policy enforcement implemented through the Microsoft 365 tenant configuration, reflecting a SaaS centric collaboration deployment sized for a small financial services firm.
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IT Decision Makers and Key Stakeholders at Venturity Financial Partners
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Apps Being Evaluated by Venturity Financial Partners Executives
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