AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● 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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● 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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

Wealth Management Advisors
Location
509 Stout Hyde Park Ave # C,
Tampa, 33606, FL,
United States
Website
https://www.advisewealth.com/
Phone
1 813-228-7259
Artw industry
Banking and Financial Services
Employee
Revenue

Wealth Management Advisors Technographics

Wealth Management Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealth Management Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 40 Wealth Management 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 Wealth Management Advisors has purchased the following applications: Amazon EC2 for Application Hosting and Computing Services in 2017, Zoho Site24x7 for Application Performance Management in 2019, reCAPTCHA for Application Security (AppSec) in 2017 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 Management Advisors is running and its propensity to invest more and deepen its relationship with Amazon Web Services (AWS) , GoDaddy , 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 Management Advisors 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 Wealth Management 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.

Wealth Management Advisors Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2017 2017
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2017 2017
Cloud Storage IaaS 2017 2017
Cloud Storage IaaS 2017 2017
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2025 2025
Content Delivery Network IaaS 2017 2017
Domain Name System (DNS) IaaS 2017 2017
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Zoho Corp. Legacy Zoho Site24x7 Application Performance Management ITSM n/a 2019 2019
Application Performance Management ITSM 2022 2022
Application Performance Management ITSM 2016 2016
Application Performance Management ITSM 2020 2020
Application Performance Management ITSM 2020 2020
Application Performance Management ITSM 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Google Legacy reCAPTCHA Application Security (AppSec) CyberSecurity n/a 2017 2017
Secure Email Gateways (SEGs) CyberSecurity 2020 2020
Secure Sockets Layer (SSL) CyberSecurity 2020 2020
Web Application Firewalls (WAF), Phishing Protection CyberSecurity 2025 2025
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Collaboration Collaboration 2017 2017
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Digital Advertising Platform CRM 2020 2020
Digital Advertising Platform CRM 2020 2020
Marketing Analytics CRM 2020 2020
Marketing Analytics, Sales Analytics, Customer Support CRM 2022 2022
Marketing Automation CRM 2018 2018
Tag Management CRM 2020 2020
Tag Management CRM 2019 2019
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2022 2022
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Transactional Email PaaS 2019 2019
IT Decision Makers and Key Stakeholders at Wealth Management Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Wealth Management Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealth Management Advisors Technographics

Wealth Management Advisors is a Banking and Financial Services organization based in United States, with around 40 employees and annual revenues of $5.0 million.

Wealth Management Advisors operates a diverse technology stack with applications such as Amazon EC2, Zoho Site24x7 and reCAPTCHA, covering areas like Application Hosting and Computing Services, Application Performance Management and Application Security (AppSec).

Wealth Management Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Amazon Web Services (AWS), Zoho Corp. and Google.

Wealth Management Advisors recently adopted applications including Cloudflare CDN in 2025, Cloudflare Bot Management in 2025 and Datadog APM in 2024, highlighting its ongoing modernization strategy.

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

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