AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

Wealthsimple
Location
80 Spadina Ave. 4th Floor,
Toronto, M5V 2J4, ON,
Canada
Website
https://www.wealthsimple.com/
Phone
1 855-255-9038
Artw industry
Banking and Financial Services
Employee
Revenue

Wealthsimple Technographics

Wealthsimple Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealthsimple and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1500 Wealthsimple employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Wealthsimple has purchased the following applications: Plooto for AP Automation, AR Automation in 2020, Olark Live Chat for Chatbots and Conversational AI in 2014, 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 Wealthsimple is running and its propensity to invest more and deepen its relationship with Plooto , Xero , Olark 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 Wealthsimple revenues, which have grown to $750.0 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 Wealthsimple 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.

Wealthsimple Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Plooto Legacy Plooto AP Automation, AR Automation ERP Financial Management n/a 2020 2020
ERP Financial ERP Financial Management 2019 2019
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Olark Legacy Olark Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2014 2014
Chatbots and Conversational AI AI-Powered Application 2023 2023
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2014 2014
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2020 2020
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Center CRM 2024 2024
Customer Data Platform CRM 2015 2015
Customer Experience CRM 2024 2024
Customer Support CRM 2015 2015
Marketing Analytics CRM 2017 2017
Marketing Analytics CRM 2023 2023
Marketing Automation CRM 2017 2017
Marketing Automation CRM 2021 2021
Marketing Automation CRM 2024 2024
Partner Relationship Management CRM 2021 2021
Sales Automation, CRM, Sales Engagement CRM 2021 2021
Tag Management CRM 2015 2015
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
IT Service Management ITSM 2020 2020
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
AML, Fraud and Compliance TRM 2023 2023
AML, Fraud and Compliance TRM 2024 2024
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2024 2024
Transactional Email PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2014 2014
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
Database Management, Open-Source Database IaaS 2022 2022
IT Decision Makers and Key Stakeholders at Wealthsimple
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Wealthsimple Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealthsimple Technographics

Wealthsimple is a Banking and Financial Services organization based in Canada, with around 1500 employees and annual revenues of $750.0 million.

Wealthsimple operates a diverse technology stack with applications such as Plooto, Olark Live Chat and Google Workspace (Formerly Google G-Suite), covering areas like AP Automation, AR Automation, Chatbots and Conversational AI and Collaboration.

Wealthsimple has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Plooto, Olark and Google.

Wealthsimple recently adopted applications including Aircall in 2024, Adobe Experience Cloud in 2024 and Salesforce Marketing Cloud in 2024, highlighting its ongoing modernization strategy.

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

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