AI Buyer Insights:

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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 Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

Vertex Capital Advisors 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
Vertex Capital Advisors 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
Vertex Capital Advisors 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
Vertex Capital Advisors 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
Vertex Capital Advisors 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
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Apps Being Evaluated by Vertex Capital Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Vertex Capital Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Vertex Capital Advisors digital transformation priorities and AI adoption trends.
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.