AI Buyer Insights:

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● 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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

Wealth Planning Resources
Location
460 Totten Pond Rd Ste 600,
Waltham, 02451-1949, MA,
United States
Website
https://www.financialconnector.com/
Phone
1 781-547-5620
Artw industry
Professional Services
Employee
Revenue

Wealth Planning Resources Technographics

Wealth Planning Resources Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealth Planning Resources and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 2 Wealth Planning Resources 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 Planning Resources has purchased the following applications: Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2021, Proofpoint Email Security and Protection for Secure Email Gateways (SEGs) in 2015 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 Planning Resources is running and its propensity to invest more and deepen its relationship with Google , Microsoft , Wix.com 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 Planning Resources 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 Planning Resources 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 Planning Resources Data, Technology Stack, and Enterprise Applications
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 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2021 2021
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Proofpoint Legacy Proofpoint Email Security and Protection Secure Email Gateways (SEGs) CyberSecurity n/a 2015 2015
IT Decision Makers and Key Stakeholders at Wealth Planning Resources
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Wealth Planning Resources Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealth Planning Resources Technographics

Wealth Planning Resources is a Professional Services organization based in United States, with around 2 employees and annual revenues of $1.0 million.

Wealth Planning Resources operates a diverse technology stack with applications such as Google Cloud Platform (GCP) and Proofpoint Email Security and Protection, covering areas like Application Hosting and Computing Services and Secure Email Gateways (SEGs).

Wealth Planning Resources has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google and Proofpoint.

Wealth Planning Resources recently adopted applications including Microsoft Azure Cloud Services in 2022, Google Cloud Platform (GCP) in 2021 and Wix Hosting in 2021, highlighting its ongoing modernization strategy.

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

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