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

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

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

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

Wellesley Hills Financial
Location
1087 Beacon Street, Ste. 204–303,
Newton, 2459, MA,
United States
Website
https://www.wellesleyhillsfinancial.com/
Phone
1 617-465-2425
Artw industry
Banking and Financial Services
Employee
Revenue

Wellesley Hills Financial Technographics

Wellesley Hills Financial Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Wellesley Hills Financial and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 20 Wellesley Hills 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 Wellesley Hills Financial has purchased the following applications: PayPal Braintree for Payment Processing in 2025, Microsoft 365 for Collaboration in 2020, WordPress for Web Content Management in 2020 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Wellesley Hills Financial is running and its propensity to invest more and deepen its relationship with PayPal , Visa , Klarna 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 Wellesley Hills Financial revenues, which have grown to $2.0 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 Wellesley Hills 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.

Wellesley Hills Financial Tech Stack and Enterprise Applications

Wellesley Hills Financial ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PayPal Legacy PayPal Braintree Payment Processing ERP n/a 2025 2025
Payment Processing ERP 2025 2025
Payment Processing ERP 2025 2025
Wellesley Hills Financial Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Collaboration Collaboration 2020 2020
Collaboration Collaboration 2020 2020
Wellesley Hills Financial Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Automattic Legacy WordPress Web Content Management Content Management n/a 2020 2020
Wellesley Hills Financial eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2024 2024
Wellesley Hills Financial CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CRM CRM 2020 2020
CRM CRM 2023 2023
Sales Automation, CRM, Sales Engagement CRM 2022 2022
Tag Management CRM 2020 2020
Wellesley Hills Financial PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2020 2020
Wellesley Hills Financial IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
Domain Name System (DNS) IaaS 2019 2019
Wellesley Hills Financial CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2021 2021
Identity and Access Management (IAM) CyberSecurity 2021 2021
Identity and Access Management (IAM) CyberSecurity 2024 2024

IT Decision Makers and Key Stakeholders at Wellesley Hills Financial

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Wellesley Hills Financial Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wellesley Hills Financial IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wellesley Hills Financial digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Wellesley Hills Financial Technographics
Wellesley Hills Financial is a Banking and Financial Services organization based in United States, with around 20 employees and annual revenues of $2.0 million.
Wellesley Hills Financial operates a diverse technology stack with applications such as PayPal Braintree, Microsoft 365 and WordPress, covering areas like Payment Processing, Collaboration and Web Content Management.
Wellesley Hills Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as PayPal, Microsoft and Automattic.
Wellesley Hills Financial recently adopted applications including PayPal Braintree in 2025, Visa Authorize.Net in 2025 and Klarna Payments in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wellesley Hills Financial’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Wellesley Hills 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 Wellesley Hills Financial technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.