AI Buyer Insights:

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

● 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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

WealthEngine
Location
4330 East West Highway, Suite 950,
Bethesda, 20814, MD,
United States
Website
https://www.wealthengine.com/
Phone
1 301-215-5980
Artw industry
Professional Services
Employee
Revenue

WealthEngine Technographics

WealthEngine Software Purchases 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: Triblio for Account Based Marketing in 2015, Amazon EC2 for Application Hosting and Computing Services in 2013, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014 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 Triblio , Amazon Web Services (AWS) , Google 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 Data, Technology Stack, and Enterprise Applications
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Triblio Legacy Triblio Account Based Marketing CRM n/a 2015 2015
Customer Support CRM 2020 2020
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2012 2012
Marketing Automation CRM 2019 2019
Marketing Automation CRM 2020 2020
Marketing Automation CRM 2020 2020
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Sales Engagement CRM 2019 2019
Sales Engagement CRM 2020 2020
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 2013 2013
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2018 2018
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2014 2014
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2021 2021
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Digital Signing Content Management 2021 2021
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
ERP Financial ERP Financial Management 2012 2012
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
IT Service Management ITSM 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Secure Email Gateways (SEGs) CyberSecurity 2021 2021
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Transactional Email PaaS 2014 2014
IT Decision Makers and Key Stakeholders at WealthEngine
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by WealthEngine Executives
Date Company Status Vendor Product Category Market
No data found
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 Triblio, Amazon EC2 and Google Workspace (Formerly Google G-Suite), covering areas like Account Based Marketing, Application Hosting and Computing Services and Collaboration.

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

WealthEngine recently adopted applications including ZoomInfo Chorus in 2021, Salesforce Sales Cloud in 2021 and Microsoft Azure Cloud Services 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.