Veritas Investments
One Bush Street, Suite 900,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 415-578-7610
Banking and Financial Services
Veritas Investments Technographics
Veritas Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Veritas Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Veritas Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Veritas Investments has purchased the following applications: WooCommerce for eCommerce in 2019, Automattic Jetpack CRM for CRM in 2019, GTreasury for Treasury Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Veritas Investments is running and its propensity to invest more and deepen its relationship with Automattic , GTreasury , Kyriba 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 Veritas Investments revenues, which have grown to $32.0 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 Veritas Investments 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.
Veritas Investments Tech Stack and Enterprise Applications
Veritas Investments eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2019 | 2019 |
In 2019, Veritas Investments implemented WooCommerce to enable eCommerce on its public website. The deployment used Automattic's WordPress and WooCommerce architecture to provide a customer-facing storefront and online account workflows.
The implementation centers on standard WooCommerce modules including product cataloging, shopping cart, checkout, customer accounts, and order management, configured to operate within the WordPress content management environment. Configuration work focused on storefront theme integration, catalog structure, pricing and tax configuration, and administrative permissions for site managers.
Operational ownership is concentrated with site administrators and the marketing and operations functions who manage catalog updates, content publishing, and order processing through the WooCommerce administrative console. The deployment is scoped to the corporate website in the United States and supports client-facing sales and transactional workflows aligned with the eCommerce category.
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Veritas Investments CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Veritas Investments implemented Automattic Jetpack CRM on their public website to capture and manage client contacts. Veritas Investments deployed Automattic Jetpack CRM as a CRM to centralize web-originated leads and contact records for firmwide access.
The implementation focuses on core CRM capabilities including contact management, web-to-contact capture forms, activity logging, and contact segmentation. Configuration emphasized rich contact profiles, interaction history, and email communication tracking to support advisor and client service workflows. Automattic Jetpack CRM was configured to support standard CRM flows for lead capture, qualification, and ongoing client engagement.
Operationally the solution is embedded on the Veritas Investments website and serves front-office functions such as client intake, marketing inquiries, and advisor follow-up. Integrations are limited to web-originated data capture and in-application email tracking where configured, aligning the tool with client acquisition and retention touchpoints. The deployment scope is oriented toward marketing, sales, and client advisory activities rather than back-office transaction processing.
Governance centers on centralized contact data management and standardized web-to-CRM intake workflows to ensure consistent assignment to advisory teams. Process changes emphasize uniform contact handling, activity logging, and follow-up sequencing to support client-facing teams.
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Veritas Investments TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GTreasury | Legacy | GTreasury | Treasury Management | TRM | n/a | 2020 | 2020 |
In 2020, Veritas Investments implemented GTreasury to centralize treasury operations and support its Treasury Management requirements for cash oversight and forecasting. The deployment was positioned to formalize cash management policies and provide a single application for the finance organization to manage banking transactions and forecast cash flows.
The GTreasury implementation configured core Treasury Management capabilities including cash positioning and centralized cash visibility, cash forecasting with weekly, monthly and quarterly horizons, payments management and bank account administration. The project emphasized automated bank statement ingestion and scheduled reporting, along with approval workflows and role based access to codify transactional controls and segregation of duties.
Operational coverage extended across treasury, corporate finance, accounting and FP&A teams, with workflows established to collect budget versus actual inputs from other departments and to produce recurring cash balance and forecast reports. Integrations were established to consume internal budgeting and accounting data feeds and to connect to corporate bank reporting channels for transaction posting and statement reconciliation.
Governance workstreams used GTreasury as the system of record to document cash management policies and procedures, to enforce approval limits and to set the cadence for weekly, monthly and quarterly cash reviews so financial obligations are monitored in accordance with those policies. The implementation was executed with the explicit objective of improving the efficiency and accuracy of banking transactions and cash forecasting using GTreasury.
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Treasury Management | TRM |
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2019 | 2019 |
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Veritas Investments IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Veritas Investments
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Veritas Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Veritas Investments IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Veritas Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Veritas Investments Technographics
Veritas Investments is a Banking and Financial Services organization based in United States,
with around 100 employees and annual revenues of $32.0 million.
Veritas Investments operates a diverse technology stack with applications such as
WooCommerce, Automattic Jetpack CRM and GTreasury,
covering areas like eCommerce, CRM and Treasury Management.
Veritas Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Automattic and GTreasury.
Veritas Investments recently adopted applications including
GTreasury in 2020, WooCommerce in 2019 and Automattic Jetpack CRM in 2019,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Veritas Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Veritas Investments’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 Veritas Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.