AI Buyer Insights:

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

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

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

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

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

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

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

● 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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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 Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications

Wealthsimple ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Plooto Legacy Plooto AP Automation, AR Automation ERP n/a 2020 2020
ERP Financial ERP 2019 2019
Wealthsimple 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
Wealthsimple 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
Wealthsimple Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2020 2020
Wealthsimple 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
Wealthsimple ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
IT Service Management ITSM 2020 2020
Wealthsimple 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
Wealthsimple PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2024 2024
Transactional Email PaaS 2022 2022
Wealthsimple 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
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Apps Being Evaluated by Wealthsimple Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wealthsimple IT executives and key decision makers. This section highlights Wealthsimple's latest recorded technology evaluations, including Workday Payroll for Payroll on 2025-07-24, Murex MX.3 for Trading Platform, Portfolio and Investment Management on 2025-05-23, and 2C2P Payments for Payment Processing on 2024-12-05. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wealthsimple digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2025-07-24 Wealthsimple Evaluated Workday Workday Payroll Payroll HCM
2025-05-23 Wealthsimple Evaluated Murex Murex MX.3 Trading Platform, Portfolio and Investment Management Investment Management
2024-12-05 Wealthsimple Evaluated 2C2P 2C2P Payments Payment Processing ERP
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.