WealthEngine
4330 East West Highway, Suite 950,
Bethesda, 20814, MD,
United States
Bethesda, 20814, MD,
United States
1 301-215-5980
Professional Services
WealthEngine Technographics
WealthEngine Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by WealthEngine and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 140 WealthEngine employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that WealthEngine has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems WealthEngine is running and its propensity to invest more and deepen its relationship with Intuit , 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 WealthEngine revenues, which have grown to $17.0 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 WealthEngine 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.
WealthEngine Tech Stack and Enterprise Applications
WealthEngine ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, WealthEngine implemented Intuit Quickbooks Enterprise as its ERP Financial application. The deployment targeted the company finance and accounting functions within the professional services firm of approximately 140 employees, consolidating transaction processing and financial reporting onto a single vendor platform.
Configuration focused on core ERP Financial capabilities, including general ledger setup, accounts payable and accounts receivable processing, invoicing and transactional revenue tracking, and standardized financial reporting. Intuit Quickbooks Enterprise coexisted with Excel based reporting workflows, and Microsoft Office proficiency was emphasized to support data exports, spreadsheet reconciliations and report generation.
Architecture followed a typical on premises multiuser client server pattern for QuickBooks Enterprise at the time, with a centralized chart of accounts and controlled access to financial data. Operational coverage included corporate finance, accounts payable, billing and accounting teams across the organization, with the system serving as the primary source for journal entries and month end transactions.
Governance centered on configuring user permissions to enforce segregation of duties, instituting standardized month end close and reconciliation workflows, and providing training for accounting staff on both Intuit Quickbooks Enterprise and Microsoft Office driven reporting. Ongoing operational use emphasized QuickBooks and Excel interoperability for downstream reporting and workbook based analyses.
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WealthEngine Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
In 2014, WealthEngine implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The deployment covers company-wide email, calendar, document collaboration and video conferencing for WealthEngine's 140 employees in the United States, centralizing core productivity and communications under the Google Workspace application.
The Google Workspace implementation leverages core functional modules including Gmail for corporate email, Google Drive with Shared Drives for file storage, Docs and Sheets for collaborative authoring, Google Calendar for scheduling, Google Meet for virtual meetings, and the Google Workspace Admin Console for user provisioning and domain management. Administration and governance are enforced through role-based group controls, account provisioning workflows and centralized access settings, supporting sales, marketing, client services and operations teams with standardized collaboration workflows and shared document lifecycle practices.
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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WealthEngine Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, WealthEngine implemented DocuSign eSignature as a Digital Signing solution on its public website to enable electronic signature capture for customer-facing documents and web contracts. The deployment places DocuSign eSignature into embedded, browser-based signing flows so end users complete agreements directly on site, associating the DocuSign eSignature application with client onboarding and sales enablement business functions.
Configuration aligns with core Digital Signing capabilities, emphasizing templated documents, signer routing, and audit trail capture to standardize signing workflows and record retention. The implementation surface is focused on the website front end and on customer interaction flows, with governance oriented toward cataloging web channel signature processes and operationalizing consistent signing workflows for client facing teams.
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WealthEngine CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2015 | 2015 |
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Sales Engagement | CRM |
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2019 | 2019 |
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Sales Engagement | CRM |
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2020 | 2020 |
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WealthEngine ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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WealthEngine PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2014 | 2014 |
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WealthEngine IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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WealthEngine CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at WealthEngine
| First Name | Last Name | Title | Function | Department | Phone | |
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President & CEO | CXO | Finance | |
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Vice President of Sales, Head of Luxury and Financial Services | VP | Finance | |
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Chief Financial Officer | CXO | Finance | |
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Chief Technology Officer | CXO | IT | |
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Apps Being Evaluated by WealthEngine Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from WealthEngine IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the WealthEngine digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD WealthEngine Technographics
WealthEngine is a Professional Services organization based in United States,
with around 140 employees and annual revenues of $17.0 million.
WealthEngine operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Google Workspace (Formerly Google G-Suite) and DocuSign eSignature,
covering areas like ERP Financial, Collaboration and Digital Signing.
WealthEngine has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Google and DocuSign.
WealthEngine recently adopted applications including
Microsoft 365 in 2021, Workplace by Facebook in 2021 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of WealthEngine’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates WealthEngine’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 WealthEngine technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.