AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

● 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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wealthquest
Location
50 E Business Way, Suite 120,
Cincinnati, 45241, OH,
United States
Website
https://www.wqcorp.com/
Phone
1 513-530-9700
Artw industry
Banking and Financial Services
Employee
Revenue

Wealthquest Technographics

Wealthquest Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealthquest and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 43 Wealthquest employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Wealthquest has purchased the following applications: PayPal Braintree for Payment Processing in 2021, ReachLocal Live Chat for Chatbots and Conversational AI in 2018, Typeform for Survey and Questionnaire in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Wealthquest is running and its propensity to invest more and deepen its relationship with PayPal , ReachLocal , Typeform 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 Wealthquest revenues, which have grown to $12.0 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 Wealthquest 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.

Wealthquest Tech Stack and Enterprise Applications

Wealthquest ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PayPal Legacy PayPal Braintree Payment Processing ERP n/a 2021 2021
Wealthquest AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
ReachLocal Legacy ReachLocal Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2018 2018
Wealthquest Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Typeform Legacy Typeform Survey and Questionnaire Collaboration n/a 2024 2024
Wealthquest Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2015 2015
Wealthquest CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2024 2024
Customer Experience CRM 2019 2019
Data Management Platform CRM 2018 2018
Data Management Platform CRM 2018 2018
Data Management Platform CRM 2018 2018
Digital Advertising Platform CRM 2014 2014
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2015 2015
Digital Advertising Platform CRM 2017 2017
Digital Advertising Platform CRM 2018 2018
Digital Advertising Platform CRM 2019 2019
Marketing Automation CRM 2019 2019
Wealthquest ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2019 2019
Wealthquest Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Performance and Planning, Asset and Wealth Management Investment Management 2009 2009
Wealthquest TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2019 2019
Wealthquest IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2024 2024
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2024 2024
Wealthquest CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2019 2019
Identity and Access Management (IAM) CyberSecurity 2021 2021
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2013 2013
Secure Email Gateways (SEGs) CyberSecurity 2017 2017
Secure Sockets Layer (SSL) CyberSecurity 2014 2014

IT Decision Makers and Key Stakeholders at Wealthquest

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Wealthquest Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wealthquest IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wealthquest digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealthquest Technographics
Wealthquest is a Banking and Financial Services organization based in United States, with around 43 employees and annual revenues of $12.0 million.
Wealthquest operates a diverse technology stack with applications such as PayPal Braintree, ReachLocal Live Chat and Typeform, covering areas like Payment Processing, Chatbots and Conversational AI and Survey and Questionnaire.
Wealthquest has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as PayPal, ReachLocal and Typeform.
Wealthquest recently adopted applications including Typeform in 2024, SS&C Salentica Engage in 2024 and Amazon EC2 in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wealthquest’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Wealthquest’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 Wealthquest technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.