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Vertex Capital Advisors
Location
127 Ben Casey Dr. Suite 104,
Fort Mill, 29708, SC,
United States
Website
https://www.vertexcapitaladvisors.com/
Phone
1 704-556-1388
Artw industry
Banking and Financial Services
Employee
Revenue

Vertex Capital Advisors Technographics

Vertex Capital Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Vertex Capital Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Vertex Capital 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 Vertex Capital Advisors has purchased the following applications: Slack Connect for Collaboration in 2024, Vimeo Online Video Editor for Video Editing in 2019, Riskalyze Growth Platform for Customer Engagement 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 Vertex Capital Advisors is running and its propensity to invest more and deepen its relationship with Salesforce , Calendly , Vimeo 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 Vertex Capital Advisors revenues, which have grown to $1.0 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 Vertex Capital 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.

Vertex Capital Advisors Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2024 2024
Online Meeting Scheduling Collaboration 2020 2020
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Vimeo Legacy Vimeo Online Video Editor Video Editing Content Management n/a 2019 2019
Web Content Management Content Management 2013 2013
Web Content Management Content Management 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Riskalyze Legacy Riskalyze Growth Platform Customer Engagement CRM n/a 2020 2020
In 2020, Vertex Capital Advisors deployed Riskalyze Growth Platform on their website. The Riskalyze Growth Platform is implemented as a Customer Engagement application to provide a web-first client interaction layer for this US-based advisory firm. Deployment emphasizes front-end embedding on the corporate website to capture prospect interest and to surface advisor-accessible insights, aligning the application with advisor-led outreach rather than enterprise back-office infrastructure. The implementation reflects the small firm scale, with configuration optimized for a compact advisor team and direct web-to-advisor workflows. Functional modules and capabilities implemented include online risk-profiling, lead capture, and client intake funnel configuration consistent with Customer Engagement tooling, supporting advisor client acquisition and onboarding workflows. Integrations are limited to website embedding and advisor access points, with operational coverage focused on advisory and client service functions within the firm. Governance and operational ownership center on advisor workflow adoption and lightweight configuration management, enabling the firm's small administrative team to manage content and client interaction settings in the Riskalyze Growth Platform.
Marketing Analytics CRM 2024 2024
Marketing Analytics, Sales Analytics, Customer Support CRM 2019 2019
Marketing Automation CRM 2022 2022
Tag Management CRM 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2024 2024
Domain Name System (DNS) IaaS 2016 2016
Network Management and Monitoring IaaS 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2013 2013
Secure Sockets Layer (SSL) CyberSecurity 2015 2015
Secure Sockets Layer (SSL) CyberSecurity 2016 2016
Secure Sockets Layer (SSL) CyberSecurity 2017 2017
Web Application Firewalls (WAF) CyberSecurity 2020 2020
IT Decision Makers and Key Stakeholders at Vertex Capital Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Vertex Capital Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Vertex Capital Advisors Technographics

Vertex Capital Advisors is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Vertex Capital Advisors operates a diverse technology stack with applications such as Slack Connect, Vimeo Online Video Editor and Riskalyze Growth Platform, covering areas like Collaboration, Video Editing and Customer Engagement.

Vertex Capital Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Salesforce, Vimeo and Riskalyze.

Vertex Capital Advisors recently adopted applications including Slack Connect in 2024, Framer in 2024 and Microsoft Clarity in 2024, highlighting its ongoing modernization strategy.

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

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