AI Buyer Insights:

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● 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

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

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

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

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

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

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

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

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

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

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

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

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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

● 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

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

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

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 Technographics, Software Purchases, AI 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: Hubspot Live Chat for Chatbots and Conversational AI in 2024, Getty Images for Content Management in 2022, Hubspot CRM for CRM in 2022 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 HubSpot , Getty Images , Automattic 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 Tech Stack and Enterprise Applications

Wealthspire Advisors AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2024 2024
Wealthspire Advisors Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Getty Images Legacy Getty Images Content Management Content Management n/a 2022 2022
Web Content Management Content Management 2019 2019
Wealthspire Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HubSpot Legacy Hubspot CRM CRM CRM n/a 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
Wealthspire Advisors TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2023 2023
Wealthspire Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 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
Wealthspire Advisors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2023 2023
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019

IT Decision Makers and Key Stakeholders at Wealthspire Advisors

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Wealthspire Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wealthspire Advisors IT executives and key decision makers. This section highlights Wealthspire Advisors's latest recorded technology evaluations, including Aptean SouthWare ERP for ERP Financial on 2026-01-07. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wealthspire Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
2026-01-07 Wealthspire Advisors Evaluated Aptean Aptean SouthWare ERP ERP Financial ERP
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 Hubspot Live Chat, Getty Images and Hubspot CRM, covering areas like Chatbots and Conversational AI, Content Management and CRM.
Wealthspire Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as HubSpot and Getty Images.
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.