AI Buyer Insights:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

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

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

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

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

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

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

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

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

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

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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

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 Software Purchases 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 Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
PayPal Legacy PayPal Braintree Payment Processing ERP Financial Management n/a 2025 2025
Payment Processing ERP Financial Management 2025 2025
Payment Processing ERP Financial Management 2025 2025
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
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
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2024 2024
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
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2020 2020
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
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
No data found
Show All Contacts
Apps Being Evaluated by Wellesley Hills Financial Executives
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.