Just In Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

Wealth Access
Location
618 Church St,
Nashville, 37219-2539, TN,
United States
Website
https://www.wealthaccess.com/
Phone
1 615-810-8347
Artw industry
Professional Services
Employee
Revenue

Wealth Access Technographics

Wealth Access Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealth Access and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Wealth Access employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Wealth Access has purchased the following applications: Chartbeat for Analytics and BI in 2015, Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2017, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Wealth Access is running and its propensity to invest more and deepen its relationship with Chartbeat , Google , 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 Wealth Access 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 Wealth Access 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.

Wealth Access Data, Technology Stack, and Enterprise Applications
Analytics and BI
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Chartbeat Legacy Chartbeat Analytics and BI Analytics and BI n/a 2015 2015
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2017 2017
Content Delivery Network IaaS 2022 2022
Collaboration
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
CRM CRM 2023 2023
Marketing Automation CRM 2023 2023
Marketing Automation CRM 2023 2023
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2017 2017
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2018 2018
Web Application Firewalls (WAF) CyberSecurity 2015 2015
IT Decision Makers and Key Stakeholders at Wealth Access
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Wealth Access Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealth Access Technographics

Wealth Access is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Wealth Access operates a diverse technology stack with applications such as Chartbeat, Google Cloud Platform (GCP) and Microsoft 365, covering areas like Analytics and BI, Application Hosting and Computing Services and Collaboration.

Wealth Access has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Chartbeat, Google and Microsoft.

Wealth Access recently adopted applications including Hubspot CRM in 2023, Salesforce Pardot in 2023 and Hubspot Marketing Automation in 2023, highlighting its ongoing modernization strategy.

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

Our research team continuously updates Wealth Access’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 Wealth Access technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.