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Wealthquest

50 E Business Way, Suite 120,
Cincinnati, 45241, OH,
United States

https://www.wqcorp.com/

1 513-530-9700

Banking and Financial Services

Wealthquest Technographics

Wealthquest Software Purchases 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 Data, Technology Stack, and Enterprise Applications

ERP Financial Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
PayPal	Legacy	PayPal Braintree	Payment Processing	ERP Financial Management	n/a	2021	2021

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

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
Typeform	Legacy	Typeform	Survey and Questionnaire	Collaboration	n/a	2024	2024

Content Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Web Content Management	Content Management		2015	2015

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

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Application Performance Management	ITSM		2019	2019

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

TRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight
			Governance, Risk and Compliance	TRM		2019	2019

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

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

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.