Webull Financial
44 Wall St,
New York, 10005, NY,
United States
New York, 10005, NY,
United States
1 888-828-0618
Professional Services
Webull Financial Technographics
Webull Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Webull Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 349 Webull Financial employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Webull Financial has purchased the following applications: Oracle Cloud ERP for ERP Financial in 2020, Microsoft 365 for Collaboration in 2017, The Trade Desk for Digital Advertising Platform in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Webull Financial is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , The Trade Desk 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 Webull Financial revenues, which have grown to $55.0 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 Webull Financial 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.
Webull Financial Tech Stack and Enterprise Applications
Webull Financial ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Cloud ERP | ERP Financial | ERP | n/a | 2020 | 2021 |
Webull Financial implemented Oracle Cloud ERP in 2020 to consolidate core finance operations for its FINRA registered broker-dealer activities. The implementation aligned Oracle Cloud ERP to ERP Financial requirements, focusing the application on accounts payable, accounts receivable, fixed asset accounting, cash management, and general ledger controls for the company’s finance organization.
The Oracle Cloud ERP deployment configured functional modules for invoice processing and verification workflows, vendor invoice reconciliation, fixed asset purchase, depreciation and disposal lifecycle management, and customer payment processing. Configuration also covered bank account reconciliation and journal processing to support routine posting and fund movements, including journaling funds from sub-accounts to master accounts for omnibus account structures.
Integrations were implemented to connect Oracle Cloud ERP with the JPM system for processing and reconciling customer checks, ACH, and wire payments, and to support monitoring of omnibus bank accounts used by the broker-dealer. The architecture relied on Oracle Cloud ERP as the SaaS finance system, with bank connectivity and payment rails integrated into cash management and reconciliation workflows to align operational posting and settlement activities.
Governance and process changes emphasized standardized invoice entry and verification, reconciliations for AP and AR, controlled fixed asset accounting procedures, and defined journal posting rules for omnibus account movements. Operational ownership centered on the New York based finance team, with the system configured to support finance, treasury, and accounting functions required by a retail brokerage environment.
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Webull Financial Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017 Webull Financial implemented Microsoft 365 for Collaboration. The implementation is visible on the company website where Microsoft 365 artifacts are referenced, indicating public facing integration points alongside internal use.
Microsoft 365 was provisioned to provide core Collaboration capabilities including enterprise email, cloud document management, team chat and meetings, and file synchronization and sharing. The deployment likely leverages Exchange Online for messaging, SharePoint Online for content and intranet publishing, Microsoft Teams for real-time collaboration, and OneDrive for individual file storage, reflecting typical functional modules associated with Microsoft 365.
Operationally the Microsoft 365 deployment supports corporate collaboration and knowledge management workflows across Webull Financial, aligning business functions such as corporate communications and general business productivity. Governance is implemented through Microsoft 365 administrative controls for user access, group provisioning, and content lifecycle management, and the public website references indicate web-connected service use alongside internal collaboration tooling.
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Webull Financial CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| The Trade Desk | Legacy | The Trade Desk | Digital Advertising Platform | CRM | n/a | 2021 | 2021 |
In 2021, Webull Financial implemented The Trade Desk, a Digital Advertising Platform, on its public website. The deployment places The Trade Desk at the center of Webull's web advertising stack to manage programmatic ad buying, audience targeting, and campaign orchestration across the site.
The implementation focuses on marketing, demand generation, and growth functions, centralizing campaign configuration, audience segmentation, and measurement within The Trade Desk. Governance flows were aligned to route campaign execution and bidding controls through the platform while keeping ad inventory selection and browser-based ad request handling tied to Webull's web property, reflecting Webull Financial The Trade Desk Digital Advertising Platform marketing and advertising relationship.
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Marketing Analytics | CRM |
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2022 | 2022 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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Webull Financial Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Portfolio and Investment Management | Investment Management |
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2025 | 2025 |
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Webull Financial PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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Webull Financial IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Webull Financial
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director - FINOP | Director | Finance | |
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Managing Director - Financial Risk at Webull Financial LLC | Director | Risk | |
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Director Of Operations | Director | Finance | |
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Trading & Operations Associate | Manager | Investment | |
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Apps Being Evaluated by Webull Financial Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Webull Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Webull Financial digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Webull Financial Technographics
Webull Financial is a Professional Services organization based in United States,
with around 349 employees and annual revenues of $55.0 million.
Webull Financial operates a diverse technology stack with applications such as
Oracle Cloud ERP, Microsoft 365 and The Trade Desk,
covering areas like ERP Financial, Collaboration and Digital Advertising Platform.
Webull Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and The Trade Desk.
Webull Financial recently adopted applications including
BlackRock Model Portfolio in 2025, Microsoft Clarity in 2022 and Salesforce Sales Cloud in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Webull Financial’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Webull Financial’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 Webull Financial technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.