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: SS&C Tier1 CRM for CRM 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 SS&C Technologies 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
CRM
Vendor
Old Product
New Product
Category
Market
VAR/SI
When
Live
SS&C Technologies Legacy SS&C Tier1 CRM CRM CRM n/a 2020 2020
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
Date Company Status Vendor Product Category Market
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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 SS&C Tier1 CRM, covering areas like CRM.

Wellesley Hills Financial has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as SS&C Technologies.

Wellesley Hills Financial recently adopted applications including SS&C Tier1 CRM in 2020, 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.