AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

● 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

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

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

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

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

Wealthspire Advisors
Location
521 Fifth Avenue, 15th Floor,
New York, 10175, NY,
United States
Website
https://www.wealthspire.com/
Phone
1 800-994-3766
Artw industry
Banking and Financial Services
Employee
Revenue

Wealthspire Advisors Technographics

Wealthspire Advisors Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wealthspire Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 335 Wealthspire Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Wealthspire Advisors has purchased the following applications: Google Cloud Platform (GCP) for Application Hosting and Computing Services in 2021, reCAPTCHA for Application Security (AppSec) in 2023, Hubspot Live Chat for Chatbots and Conversational AI 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 Wealthspire Advisors is running and its propensity to invest more and deepen its relationship with Google , HubSpot , Amazon Web Services (AWS) 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 Wealthspire Advisors revenues, which have grown to $155.0 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 Wealthspire Advisors 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.

Wealthspire Advisors Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Google Legacy Google Cloud Platform (GCP) Application Hosting and Computing Services IaaS n/a 2021 2021
Content Delivery Network IaaS 2016 2016
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2022 2022
Domain Name System (DNS) IaaS 2019 2019
CyberSecurity
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Google Legacy reCAPTCHA Application Security (AppSec) CyberSecurity n/a 2023 2023
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
AI-Powered Application
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2024 2024
Content Management
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Content Management Content Management 2022 2022
Web Content Management Content Management 2019 2019
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
CRM CRM 2022 2022
Customer Experience CRM 2022 2022
Digital Advertising Platform CRM 2021 2021
Digital Advertising Platform CRM 2024 2024
Marketing Analytics CRM 2020 2020
Marketing Analytics CRM 2021 2021
Marketing Analytics CRM 2021 2021
Marketing Automation CRM 2024 2024
Tag Management CRM 2021 2021
TRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
Governance, Risk and Compliance TRM 2023 2023
IT Decision Makers and Key Stakeholders at Wealthspire Advisors
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Wealthspire Advisors Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wealthspire Advisors Technographics

Wealthspire Advisors is a Banking and Financial Services organization based in United States, with around 335 employees and annual revenues of $155.0 million.

Wealthspire Advisors operates a diverse technology stack with applications such as Google Cloud Platform (GCP), reCAPTCHA and Hubspot Live Chat, covering areas like Application Hosting and Computing Services, Application Security (AppSec) and Chatbots and Conversational AI.

Wealthspire Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google and HubSpot.

Wealthspire Advisors recently adopted applications including Hubspot Live Chat in 2024, Linkedin Ads in 2024 and Hubspot Marketing Automation in 2024, highlighting its ongoing modernization strategy.

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

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